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Marcum Wealth’s Wells Fargo WFC Stock Holding History

Marcum Wealth’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 		$1.04M Sell
14,429
-968
-6% -$72.7K 0.09% 110
2024
Q4 		$1.08M Sell
15,397
-1,013
-6% -$69.2K 0.09% 102
2024
Q3 		$927K Sell
16,410
-314
-2% -$17.8K 0.09% 119
2024
Q2 		$993K Buy
16,724
+130
+0.8% +$7.67K 0.1% 105
2024
Q1 		$962K Sell
16,594
-284
-2% -$14.9K 0.1% 108
2023
Q4 		$831K Buy
16,878
+1,407
+9% +$60.7K 0.09% 118
2023
Q3 		$632K Buy
15,471
+412
+3% +$17.8K 0.08% 140
2023
Q2 		$643K Buy
15,059
+56
+0.4% +$2.25K 0.08% 137
2023
Q1 		$561K Buy
15,003
+2,065
+16% +$90K 0.07% 156
2022
Q4 		$534K Buy
12,938
+465
+4% +$20.6K 0.07% 160
2022
Q3 		$502K Buy
12,473
+1,178
+10% +$50.6K 0.08% 154
2022
Q2 		$442K Buy
11,295
+858
+8% +$37.7K 0.07% 174
2022
Q1 		$506K Buy
10,437
+26
+0.2% +$1.39K 0.07% 155
2021
Q4 		$499K Sell
10,411
-404
-4% -$19.9K 0.07% 168
2021
Q3 		$502K Buy
10,815
+1,892
+21% +$87.6K 0.08% 156
2021
Q2 		$404K Buy
8,923
+990
+12% +$44.2K 0.07% 178
2021
Q1 		$310K Buy
+7,933
New +$281K 0.05% 217
2020
Q2 		– Sell
-12,789
Closed -$367K – 123
2020
Q1 		$367K Buy
12,789
+5,197
+68% +$221K 0.14% 51
2019
Q4 		$408K Buy
+7,592
New +$398K 0.15% 60

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

Marcum Wealth's WFC Position: Q1 2025 in Review

Marcum Wealth reduced its Wells Fargo (WFC) stake by 6.3% in Q1 2025, selling an estimated $72.7K and leaving 14,429 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #110.

Marcum Wealth first reported a position in WFC in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.08M in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Marcum Wealth held 14,429 shares of Wells Fargo worth $1.04M as of Q1 2025.
  • Marcum Wealth sold 968 Wells Fargo shares in Q1 2025, an estimated $72.7K.
  • Wells Fargo made up 0.09% of Marcum Wealth's portfolio in Q1 2025, its #110 holding.
  • Marcum Wealth first reported a position in Wells Fargo in Q4 2019 and has held it in 19 quarters since.
  • Marcum Wealth's Wells Fargo position peaked at $1.08M in Q4 2024.
  • 2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.