HGWM
WFC icon

Horst & Graben Wealth Management’s Wells Fargo WFC Stock Holding History

Horst & Graben Wealth Management’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
2026
Q1 		$433K Buy
5,376
+2,175
+68% +$187K 0.06% 125
2025
Q4 		$298K Buy
3,201
+2
+0.1% +$174 0.05% 140
2025
Q3 		$268K Buy
3,199
+80
+3% +$6.49K 0.04% 147
2025
Q2 		$250K Buy
3,119
+74
+2% +$5.34K 0.04% 146
2025
Q1 		$219K Buy
3,045
+190
+7% +$14.3K 0.04% 154
2024
Q4 		$201K Buy
+2,855
New +$195K 0.04% 153
2021
Q4 		– Sell
-8,153
Closed -$378K – 141
2021
Q3 		$378K Buy
8,153
+16
+0.2% +$741 0.1% 95
2021
Q2 		$369K Buy
8,137
+8
+0.1% +$357 0.1% 97
2021
Q1 		$318K Buy
+8,129
New +$288K 0.1% 104

Other funds holding WFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return