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Michael A Dubis Financial Planning’s Wells Fargo WFC Stock Holding History

Michael A Dubis 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
Q1 		$466K Hold
6,492
– – 0.45% 32
2024
Q4 		$456K Buy
+6,492
New +$443K 0.44% 32

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Michael A Dubis Financial Planning's WFC Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its Wells Fargo (WFC) position steady in Q1 2025 at 6,492 shares worth $466K. The position accounts for 0.45% of the portfolio, ranked #32.

Michael A Dubis Financial Planning first reported a position in WFC in Q4 2024 and has held it in 2 quarters since. 2,556 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Michael A Dubis Financial Planning held 6,492 shares of Wells Fargo worth $466K as of Q1 2025.
  • Michael A Dubis Financial Planning left its Wells Fargo share count unchanged in Q1 2025.
  • Wells Fargo made up 0.45% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #32 holding.
  • Michael A Dubis Financial Planning first reported a position in Wells Fargo in Q4 2024 and has held it in 2 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.