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LongView Wealth Management’s Wells Fargo WFC Stock Holding History

LongView 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
Q1 		– Sell
-6,082
Closed -$427K – 211
2024
Q4 		$427K Buy
6,082
+22
+0.4% +$1.5K 0.13% 130
2024
Q3 		$342K Buy
6,060
+79
+1% +$4.47K 0.11% 145
2024
Q2 		$355K Buy
+5,981
New +$353K 0.13% 133

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LongView Wealth Management's WFC Position: Q1 2025 in Review

LongView Wealth Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 6,082 shares — an estimated $427K sold.

LongView Wealth Management first reported a position in WFC in Q2 2024 and held it in 3 quarters. The position peaked at $427K in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • LongView Wealth Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
  • LongView Wealth Management sold 6,082 Wells Fargo shares in Q1 2025, an estimated $427K.
  • LongView Wealth Management first reported a position in Wells Fargo in Q2 2024 and held it in 3 quarters.
  • LongView Wealth Management's Wells Fargo position peaked at $427K in Q4 2024.
  • 2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on LongView Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.