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McClarren Financial Advisors’s Wells Fargo WFC Stock Holding History

McClarren Financial 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
Q2 		– Sell
-506
Closed -$35K – 303
2025
Q1 		$35K Buy
506
+74
+17% +$5.56K 0.02% 157
2024
Q4 		$30K Buy
+432
New +$29.5K 0.08% 108
2024
Q3 		– Sell
-59
Closed -$25K – 365
2024
Q2 		$25K Sell
59
-366
-86% -$21.6K 0.02% 201
2024
Q1 		$25K Buy
425
+3
+0.7% +$157 0.02% 197
2023
Q4 		$21K Buy
422
+4
+1% +$173 0.02% 232
2023
Q3 		$17K Buy
418
+3
+0.7% +$130 0.01% 232
2023
Q2 		$17K Buy
415
+4
+1% +$161 0.01% 232
2023
Q1 		$15K Buy
411
+2
+0.5% +$87 0.01% 229
2022
Q4 		$16K Buy
+409
New +$18.1K 0.02% 230
2022
Q2 		– Sell
-55
Closed -$2K – 289
2022
Q1 		$2K Sell
55
-1
-2% -$54 ﹤0.01% 260
2021
Q4 		$3K Buy
+56
New +$2.76K ﹤0.01% 288

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

McClarren Financial Advisors's WFC Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 506 shares — an estimated $35K sold.

McClarren Financial Advisors first reported a position in WFC in Q4 2021 and held it in 11 quarters. The position peaked at $35K in Q1 2025. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 506 Wells Fargo shares in Q2 2025, an estimated $35K.
  • McClarren Financial Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 11 quarters.
  • McClarren Financial Advisors's Wells Fargo position peaked at $35K in Q1 2025.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.