Monterey Private Wealth’s Wells Fargo WFC Stock Holding History

Monterey Private Wealth’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	$258K	Sell	3,601 -1,175	-25%	-$88.2K	0.08%	104
2024 Q4	$335K	Buy	4,776 +795	+20%	+$54.3K	0.11%	89
2024 Q3	$225K	Buy	3,981 +12	+0.3%	+$679	0.08%	118
2024 Q2	$236K	Buy	+3,969	New	+$234K	0.09%	105
2022 Q2	–	Sell	-5,482	Closed	-$275K	–	123
2022 Q1	$275K	Buy	+5,482	New	+$293K	0.13%	91

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Monterey Private Wealth's WFC Position: Q1 2025 in Review

Monterey Private Wealth reduced its Wells Fargo (WFC) stake by 25% in Q1 2025, selling an estimated $88.2K and leaving 3,601 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #104.

Monterey Private Wealth first reported a position in WFC in Q1 2022 and has held it in 5 quarters since. The position peaked at $335K in Q4 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Monterey Private Wealth held 3,601 shares of Wells Fargo worth $258K as of Q1 2025.
Monterey Private Wealth sold 1,175 Wells Fargo shares in Q1 2025, an estimated $88.2K.
Wells Fargo made up 0.08% of Monterey Private Wealth's portfolio in Q1 2025, its #104 holding.
Monterey Private Wealth first reported a position in Wells Fargo in Q1 2022 and has held it in 5 quarters since.
Monterey Private Wealth's Wells Fargo position peaked at $335K in Q4 2024.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.