Long Run Wealth Advisors’s Wells Fargo WFC Stock Holding History

Long Run Wealth 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 Q4	$4.33M	Buy	46,407 +383	+0.8%	+$33.3K	0.82%	32
2025 Q3	$3.86M	Sell	46,024 -2,016	-4%	-$163K	0.76%	39
2025 Q2	$3.85M	Sell	48,040 -2,510	-5%	-$181K	0.81%	36
2025 Q1	$3.63M	Buy	+50,550	New	+$3.8M	0.82%	36

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

Long Run Wealth Advisors's WFC Position: Q4 2025 in Review

Long Run Wealth Advisors increased its Wells Fargo (WFC) stake by 0.83% in Q4 2025, buying an estimated $33.3K and bringing the position to 46,407 shares worth $4.33M. The position accounts for 0.82% of the portfolio, ranked #32.

Long Run Wealth Advisors first reported a position in WFC in Q1 2025 and has held it in 4 quarters since. 2,906 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Long Run Wealth Advisors held 46,407 shares of Wells Fargo worth $4.33M as of Q4 2025.
Long Run Wealth Advisors bought 383 Wells Fargo shares in Q4 2025, an estimated $33.3K.
Wells Fargo made up 0.82% of Long Run Wealth Advisors's portfolio in Q4 2025, its #32 holding.
Long Run Wealth Advisors first reported a position in Wells Fargo in Q1 2025 and has held it in 4 quarters since.
2,906 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.