Nalls Sherbakoff Group’s Wells Fargo WFC Stock Holding History

Nalls Sherbakoff Group’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 Q4	$41K	Hold	440	–	–	0.03%	221
2025 Q3	$36.9K	Sell	440 -250	-36%	-$20.3K	0.02%	234
2025 Q2	$55.3K	Buy	690 +250	+57%	+$18K	0.04%	191
2025 Q1	$31.6K	Buy	+440	New	+$33K	0.03%	216
2023 Q4	$21.7K	Hold	440	–	–	0.02%	229
2023 Q3	$18K	Hold	440	–	–	0.02%	229
2023 Q2	$17.5K	Hold	440	–	–	0.02%	234
2023 Q1	$16.4K	Buy	+440	New	+$19.2K	0.02%	245
2018 Q4	$32K	Buy	+693	New	+$35.5K	0.05%	180

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nalls Sherbakoff Group's WFC Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Wells Fargo (WFC) position steady in Q4 2025 at 440 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #221.

Nalls Sherbakoff Group first reported a position in WFC in Q4 2018 and has held it in 9 quarters since. The position peaked at $55.3K in Q2 2025. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Nalls Sherbakoff Group held 440 shares of Wells Fargo worth $41K as of Q4 2025.
Nalls Sherbakoff Group left its Wells Fargo share count unchanged in Q4 2025.
Wells Fargo made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #221 holding.
Nalls Sherbakoff Group first reported a position in Wells Fargo in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Wells Fargo position peaked at $55.3K in Q2 2025.
2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.