Merriman Wealth Management’s Wells Fargo WFC Stock Holding History

Merriman 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
2024 Q4	$215K	Buy	+3,115	New	+$213K	0.01%	194
2018 Q4	–	Sell	-4,013	Closed	-$211K	–	218
2018 Q3	$211K	Sell	4,013 -1,096	-21%	-$62.6K	0.05%	165
2018 Q2	$283K	Sell	5,109 -482	-9%	-$25.8K	0.06%	140
2018 Q1	$293K	Sell	5,591 -161	-3%	-$9.56K	0.08%	148
2017 Q4	$349K	Buy	5,752 +1,687	+42%	+$95.3K	0.09%	136
2017 Q3	$224K	Buy	+4,065	New	+$216K	0.05%	145

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Merriman Wealth Management's WFC Position: Q4 2024 in Review

Merriman Wealth Management opened a new position in Wells Fargo (WFC) in Q4 2024: 3,115 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: Merriman Wealth Management previously reported a position in WFC as recently as Q3 2018.

Merriman Wealth Management first reported a position in WFC in Q3 2017 and has held it in 6 quarters since. The position peaked at $349K in Q4 2017. 2,561 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Merriman Wealth Management held 3,115 shares of Wells Fargo worth $215K as of Q4 2024.
Wells Fargo was a new Merriman Wealth Management position in Q4 2024.
Wells Fargo made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #194 holding.
Merriman Wealth Management first reported a position in Wells Fargo in Q3 2017 and has held it in 6 quarters since.
Merriman Wealth Management's Wells Fargo position peaked at $349K in Q4 2017.
2,561 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.