IF
WFC icon

Integrity Financial’s Wells Fargo WFC Stock Holding History

Integrity Financial’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
-8,083
Closed -$678K – 313
2025
Q3 		$678K Buy
8,083
+57
+0.7% +$4.62K 0.32% 71
2025
Q2 		$643K Hold
8,026
– – 0.33% 71
2025
Q1 		$576K Sell
8,026
-3,725
-32% -$280K 0.33% 67
2024
Q4 		$825K Buy
11,751
+920
+8% +$62.8K 0.47% 52
2024
Q3 		$612K Buy
10,831
+3,333
+44% +$189K 0.36% 64
2024
Q2 		$445K Buy
+7,498
New +$443K 0.28% 66
2022
Q2 		– Sell
-4,160
Closed -$202K – 223
2022
Q1 		$202K Hold
4,160
– – 0.17% 90
2021
Q4 		$200K Buy
+4,160
New +$205K 0.15% 103

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM