Hurlow Wealth Management Group’s Wells Fargo WFC Stock Holding History

Hurlow Wealth Management Group’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 Q3	–	Sell	-3,291	Closed	-$264K	–	132
2025 Q2	$264K	Hold	3,291	–	–	0.07%	108
2025 Q1	$236K	Sell	3,291 -135	-4%	-$10.1K	0.07%	113
2024 Q4	$241K	Buy	+3,426	New	+$234K	0.08%	108
2024 Q3	–	Sell	-4,017	Closed	-$239K	–	123
2024 Q2	$239K	Hold	4,017	–	–	0.08%	104
2024 Q1	$233K	Buy	+4,017	New	+$210K	0.08%	105
2022 Q2	–	Sell	-4,280	Closed	-$207K	–	99
2022 Q1	$207K	Buy	+4,280	New	+$229K	0.13%	93
2021 Q4	–	Sell	-4,655	Closed	-$216K	–	96
2021 Q3	$216K	Hold	4,655	–	–	0.13%	90
2021 Q2	$211K	Sell	4,655 -3,085	-40%	-$138K	0.14%	89
2021 Q1	$302K	Buy	7,740 +718	+10%	+$25.4K	0.22%	75
2020 Q4	$212K	Buy	+7,022	New	+$182K	0.17%	90
2019 Q4	–	Sell	-4,403	Closed	-$217K	–	100
2019 Q3	$217K	Hold	4,403	–	–	0.23%	88
2019 Q2	$200K	Hold	4,403	–	–	0.21%	91
2019 Q1	$213K	Hold	4,403	–	–	0.23%	89
2018 Q4	$219K	Buy	+4,403	New	+$226K	0.26%	83

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hurlow Wealth Management Group's WFC Position: Q3 2025 in Review

Hurlow Wealth Management Group sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 3,291 shares — an estimated $264K sold.

Hurlow Wealth Management Group first reported a position in WFC in Q4 2018 and held it in 14 quarters. The position peaked at $302K in Q1 2021. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

Hurlow Wealth Management Group reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
Hurlow Wealth Management Group sold 3,291 Wells Fargo shares in Q3 2025, an estimated $264K.
Hurlow Wealth Management Group first reported a position in Wells Fargo in Q4 2018 and held it in 14 quarters.
Hurlow Wealth Management Group's Wells Fargo position peaked at $302K in Q1 2021.
2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q3 2025, filed 5 Nov 2025.