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Oak Hill Wealth Advisors’s Wells Fargo WFC Stock Holding History

Oak Hill Wealth Advisors’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 		$399K Hold
4,763
– – 0.07% 108
2025
Q2 		$389K Buy
4,763
+44
+0.9% +$3.17K 0.08% 105
2025
Q1 		$339K Hold
4,719
– – 0.08% 107
2024
Q4 		$331K Buy
+4,719
New +$322K 0.08% 101

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Oak Hill Wealth Advisors's WFC Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its Wells Fargo (WFC) position steady in Q3 2025 at 4,763 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #108.

Oak Hill Wealth Advisors first reported a position in WFC in Q4 2024 and has held it in 4 quarters since. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Oak Hill Wealth Advisors held 4,763 shares of Wells Fargo worth $399K as of Q3 2025.
  • Oak Hill Wealth Advisors left its Wells Fargo share count unchanged in Q3 2025.
  • Wells Fargo made up 0.07% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #108 holding.
  • Oak Hill Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and has held it in 4 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.