Laurie J. Hall Trustee’s Wells Fargo WFC Stock Holding History

Laurie J. Hall Trustee’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	-2,412	Closed	-$202K	–	116
2025 Q3	$202K	Buy	+2,412	New	+$196K	0.07%	112
2025 Q1	–	Sell	-2,602	Closed	-$183K	–	243
2024 Q4	$183K	Sell	2,602 -745	-22%	-$50.9K	0.06%	123
2024 Q3	$189K	Hold	3,347	–	–	0.06%	130
2024 Q2	$199K	Hold	3,347	–	–	0.07%	112
2024 Q1	$194K	Sell	3,347 -660	-16%	-$34.5K	0.07%	117
2023 Q4	$197K	Hold	4,007	–	–	0.08%	112
2023 Q3	$164K	Hold	4,007	–	–	0.07%	114
2023 Q2	$171K	Sell	4,007 -235	-6%	-$9.46K	0.07%	115
2023 Q1	$159K	Hold	4,242	–	–	0.07%	116
2022 Q4	$175K	Hold	4,242	–	–	0.08%	108
2022 Q3	$171K	Hold	4,242	–	–	0.08%	107
2022 Q2	$166K	Sell	4,242 -270	-6%	-$11.8K	0.08%	112
2022 Q1	$219K	Hold	4,512	–	–	0.08%	107
2021 Q4	$216K	Sell	4,512 -35	-0.8%	-$1.72K	0.08%	113
2021 Q3	$211K	Hold	4,547	–	–	0.08%	108
2021 Q2	$206K	Sell	4,547 -42	-0.9%	-$1.88K	0.08%	110
2021 Q1	$179K	Hold	4,589	–	–	0.07%	120
2020 Q4	$138K	Sell	4,589 -2,750	-37%	-$71.2K	0.06%	133
2020 Q3	$173K	Buy	+7,339	New	+$181K	0.08%	113
2019 Q4	$529K	Hold	9,839	–	–	0.24%	69
2019 Q3	$496K	Hold	9,839	–	–	0.25%	67
2019 Q2	$466K	Sell	9,839 -252	-2%	-$11.8K	0.24%	70
2019 Q1	$487K	Sell	10,091 -2,700	-21%	-$133K	0.26%	67
2018 Q4	$627K	Sell	12,791 -1,452	-10%	-$74.4K	0.35%	60
2018 Q3	$748K	Sell	14,243 -66	-0.5%	-$3.77K	0.39%	56
2018 Q2	$793K	Sell	14,309 -213	-1%	-$11.4K	0.46%	55
2018 Q1	$761K	Hold	14,522	–	–	0.46%	52
2017 Q4	$881K	Buy	14,522 +652	+5%	+$36.8K	0.5%	49
2017 Q3	$765K	Sell	13,870 -490	-3%	-$26K	0.48%	49
2017 Q2	$796K	Hold	14,360	–	–	0.51%	48
2017 Q1	$790K	Sell	14,360 -90	-0.6%	-$5.11K	0.5%	48
2016 Q4	$795K	Buy	+14,450	New	+$727K	0.51%	50
2016 Q2	$710K	Hold	14,768	–	–	0.46%	51
2016 Q1	$748K	Buy	14,768 +100	+0.7%	+$4.9K	0.47%	50
2015 Q4	$708K	Sell	14,668 -200	-1%	-$10.9K	0.51%	46
2015 Q3	$763K	Sell	14,868 -300	-2%	-$16.5K	0.61%	41
2015 Q2	$853K	Sell	15,168 -100	-0.7%	-$5.58K	0.62%	42
2015 Q1	$831K	Hold	15,268	–	–	0.61%	43
2014 Q4	$837K	Hold	15,268	–	–	0.6%	41
2014 Q3	$792K	Sell	15,268 -200	-1%	-$10.3K	0.6%	42
2014 Q2	$813K	Hold	15,468	–	–	0.61%	41
2014 Q1	$769K	Hold	15,468	–	–	0.59%	42
2013 Q4	$702K	Hold	15,468	–	–	0.54%	45
2013 Q3	$639K	Hold	15,468	–	–	0.54%	47
2013 Q2	$638K	Buy	+15,468	New	+$603K	0.56%	47

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Laurie J. Hall Trustee's WFC Position: Q4 2025 in Review

Laurie J. Hall Trustee sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 2,412 shares — an estimated $202K sold.

Laurie J. Hall Trustee first reported a position in WFC in Q2 2013 and held it in 45 quarters. The position peaked at $881K in Q4 2017. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Laurie J. Hall Trustee reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 2,412 Wells Fargo shares in Q4 2025, an estimated $202K.
Laurie J. Hall Trustee first reported a position in Wells Fargo in Q2 2013 and held it in 45 quarters.
Laurie J. Hall Trustee's Wells Fargo position peaked at $881K in Q4 2017.
2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q4 2025, filed 20 Jan 2026.