Kathleen S. Wright Associates’s Wells Fargo WFC Stock Holding History

Kathleen S. Wright Associates’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	$503K	Hold	6,075	–	–	0.19%	73
2025 Q2	$493K	Sell	6,075 -1,000	-14%	-$72.1K	0.19%	75
2025 Q1	$509K	Hold	7,075	–	–	0.21%	73
2024 Q4	$505K	Hold	7,075	–	–	0.21%	73
2024 Q3	$402K	Hold	7,075	–	–	0.17%	84
2024 Q2	$417K	Sell	7,075 -19	-0.3%	-$1.12K	0.19%	79
2024 Q1	$410K	Buy	7,094 +19	+0.3%	+$994	0.19%	80
2023 Q4	$344K	Sell	7,075 -2,000	-22%	-$86.3K	0.18%	83
2023 Q3	$368K	Buy	9,075 +1,600	+21%	+$69.1K	0.21%	77
2023 Q2	$319K	Sell	7,475 -3,500	-32%	-$141K	0.2%	69
2023 Q1	$410K	Hold	10,975	–	–	0.27%	64
2022 Q4	$453K	Sell	10,975 -3,842	-26%	-$170K	0.31%	69
2022 Q3	$596K	Hold	14,817	–	–	0.48%	49
2022 Q2	$580K	Hold	14,817	–	–	0.49%	47
2022 Q1	$718K	Hold	14,817	–	–	0.52%	46
2021 Q4	$711K	Buy	+14,817	New	+$729K	0.52%	48

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

Kathleen S. Wright Associates's WFC Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Wells Fargo (WFC) position steady in Q3 2025 at 6,075 shares worth $503K. The position accounts for 0.19% of the portfolio, ranked #73.

Kathleen S. Wright Associates first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $718K in Q1 2022. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

Kathleen S. Wright Associates held 6,075 shares of Wells Fargo worth $503K as of Q3 2025.
Kathleen S. Wright Associates left its Wells Fargo share count unchanged in Q3 2025.
Wells Fargo made up 0.19% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #73 holding.
Kathleen S. Wright Associates first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Wells Fargo position peaked at $718K in Q1 2022.
2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.