J.W. Coons Advisors’s Wells Fargo WFC Stock Holding History

J.W. Coons Advisors’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 Q2	$218K	Buy	+2,720	New	+$196K	0.05%	230
2020 Q2	–	Sell	-6,948	Closed	-$200K	–	200
2020 Q1	$200K	Buy	+6,948	New	+$295K	0.11%	180

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

J.W. Coons Advisors's WFC Position: Q2 2025 in Review

J.W. Coons Advisors opened a new position in Wells Fargo (WFC) in Q2 2025: 2,720 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings. This is a return to the name: J.W. Coons Advisors previously reported a position in WFC as recently as Q1 2020.

J.W. Coons Advisors first reported a position in WFC in Q1 2020 and has held it in 2 quarters since. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

J.W. Coons Advisors held 2,720 shares of Wells Fargo worth $218K as of Q2 2025.
Wells Fargo was a new J.W. Coons Advisors position in Q2 2025.
Wells Fargo made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #230 holding.
J.W. Coons Advisors first reported a position in Wells Fargo in Q1 2020 and has held it in 2 quarters since.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.