Kolinsky Wealth Management’s Wells Fargo WFC Stock Holding History

Kolinsky 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
2024 Q4	$206K	Buy	+2,926	New	+$200K	0.13%	168

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kolinsky Wealth Management's WFC Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in Wells Fargo (WFC) in Q4 2024: 2,926 shares worth $206K. The stake represents 0.13% of the portfolio and ranks #168 among its holdings.

2,561 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Kolinsky Wealth Management held 2,926 shares of Wells Fargo worth $206K as of Q4 2024.
Wells Fargo was a new Kolinsky Wealth Management position in Q4 2024.
Wells Fargo made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #168 holding.
2,561 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.