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MJT & Associates Financial Advisory’s Wells Fargo WFC Stock Holding History

MJT & Associates Financial Advisory’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
-199
Closed -$15.9K – 519
2025
Q2 		$15.9K Hold
199
– – 0.02% 167
2025
Q1 		$14.3K Buy
+199
New +$14.9K 0.01% 175

Other funds holding WFC

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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 $3.38T AUM 44.17% 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

MJT & Associates Financial Advisory's WFC Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 199 shares — an estimated $15.9K sold.

MJT & Associates Financial Advisory first reported a position in WFC in Q1 2025 and held it in 2 quarters. The position peaked at $15.9K in Q2 2025. 2,663 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 199 Wells Fargo shares in Q3 2025, an estimated $15.9K.
  • MJT & Associates Financial Advisory first reported a position in Wells Fargo in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Wells Fargo position peaked at $15.9K in Q2 2025.
  • 2,663 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.