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Hopwood Financial Services’s Wells Fargo WFC Stock Holding History

Hopwood Financial Services’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-100
Closed -$8.38K – 298
2025
Q3 		$8.38K Hold
100
– – 0.01% 258
2025
Q2 		$8.01K Hold
100
– – 0.01% 243
2025
Q1 		$7.18K Hold
100
– – 0.01% 249
2024
Q4 		$7.02K Buy
+100
New +$6.83K 0.01% 256

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Hopwood Financial Services's WFC Position: Q4 2025 in Review

Hopwood Financial Services sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 100 shares — an estimated $8.38K sold.

Hopwood Financial Services first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $8.38K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Hopwood Financial Services reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 100 Wells Fargo shares in Q4 2025, an estimated $8.38K.
  • Hopwood Financial Services first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Wells Fargo position peaked at $8.38K in Q3 2025.
  • 2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.