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Mark Sheptoff Financial Planning’s Wells Fargo WFC Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-44
Closed -$3.52K – 548
2025
Q2 		$3.52K Buy
+44
New +$3.17K ﹤0.01% 427
2022
Q2 		– Sell
-276
Closed -$13K – 434
2022
Q1 		$13K Hold
276
– – 0.01% 282
2021
Q4 		$13K Buy
+276
New +$13.6K 0.01% 296
2018
Q4 		– Sell
-1,020
Closed -$54K – 364
2018
Q3 		$54K Sell
1,020
-31
-3% -$1.77K 0.04% 157
2018
Q2 		$58K Sell
1,051
-120
-10% -$6.43K 0.04% 147
2018
Q1 		$61K Sell
1,171
-5,069
-81% -$301K 0.04% 151
2017
Q4 		$379K Sell
6,240
-800
-11% -$45.2K 0.25% 79
2017
Q3 		$388K Sell
7,040
-160
-2% -$8.5K 0.26% 76
2017
Q2 		$399K Sell
7,200
-401
-5% -$21.5K 0.27% 73
2017
Q1 		$423K Buy
7,601
+1
+0% +$57 0.3% 71
2016
Q4 		$419K Hold
7,600
– – 0.31% 70
2016
Q3 		$337K Buy
7,600
+389
+5% +$18.6K 0.25% 71
2016
Q2 		$341K Sell
7,211
-323
-4% -$15.7K 0.25% 73
2016
Q1 		$364K Sell
7,534
-651
-8% -$31.9K 0.3% 67
2015
Q4 		$445K Buy
8,185
+200
+3% +$10.9K 0.36% 64
2015
Q3 		$410K Sell
7,985
-66
-0.8% -$3.63K 0.36% 61
2015
Q2 		$453K Buy
8,051
+13
+0.2% +$725 0.37% 64
2015
Q1 		$437K Hold
8,038
– – 0.36% 64
2014
Q4 		$441K Hold
8,038
– – 0.39% 62
2014
Q3 		$417K Hold
8,038
– – 0.37% 71
2014
Q2 		$422K Sell
8,038
-103
-1% -$5.18K 0.36% 69
2014
Q1 		$405K Buy
+8,141
New +$379K 0.36% 70

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Mark Sheptoff Financial Planning's WFC Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 44 shares — an estimated $3.52K sold.

Mark Sheptoff Financial Planning first reported a position in WFC in Q1 2014 and held it in 22 quarters. The position peaked at $453K in Q2 2015. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 44 Wells Fargo shares in Q3 2025, an estimated $3.52K.
  • Mark Sheptoff Financial Planning first reported a position in Wells Fargo in Q1 2014 and held it in 22 quarters.
  • Mark Sheptoff Financial Planning's Wells Fargo position peaked at $453K in Q2 2015.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.