Litman Gregory Wealth Management’s Wells Fargo WFC Stock Holding History

Litman Gregory 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
2025 Q4	$51.7K	Buy	+555	New	+$48.2K	﹤0.01%	232
2021 Q2	–	Sell	-555	Closed	-$22K	–	190
2021 Q1	$22K	Hold	555	–	–	﹤0.01%	129
2020 Q4	$17K	Hold	555	–	–	﹤0.01%	141
2020 Q3	$13K	Hold	555	–	–	﹤0.01%	138
2020 Q2	$14K	Hold	555	–	–	﹤0.01%	124
2020 Q1	$16K	Hold	555	–	–	﹤0.01%	112
2019 Q4	$30K	Sell	555 -312	-36%	-$16.3K	0.01%	108
2019 Q3	$44K	Sell	867 -544	-39%	-$25.6K	0.01%	80
2019 Q2	$67K	Buy	1,411 +541	+62%	+$25.3K	0.02%	77
2019 Q1	$42K	Sell	870 -7,623	-90%	-$375K	0.01%	72
2018 Q4	$391K	Buy	8,493 +7,793	+1,113%	+$399K	0.12%	41
2018 Q3	$37K	Hold	700	–	–	0.01%	63
2018 Q2	$39K	Hold	700	–	–	0.02%	58
2018 Q1	$37K	Hold	700	–	–	0.02%	112
2017 Q4	$42K	Hold	700	–	–	0.01%	53
2017 Q3	$39K	Buy	+700	New	+$37.2K	0.02%	56

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Litman Gregory Wealth Management's WFC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Wells Fargo (WFC) in Q4 2025: 555 shares worth $51.7K. The stake represents ﹤0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in WFC as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in WFC in Q3 2017 and has held it in 16 quarters since. The position peaked at $391K in Q4 2018. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Litman Gregory Wealth Management held 555 shares of Wells Fargo worth $51.7K as of Q4 2025.
Wells Fargo was a new Litman Gregory Wealth Management position in Q4 2025.
Wells Fargo made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #232 holding.
Litman Gregory Wealth Management first reported a position in Wells Fargo in Q3 2017 and has held it in 16 quarters since.
Litman Gregory Wealth Management's Wells Fargo position peaked at $391K in Q4 2018.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.