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Oldfather Financial Services’s Wells Fargo WFC Stock Holding History

Oldfather Financial Services’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 		$5.8M Buy
62,200
+438
+0.7% +$38K 1.73% 16
2025
Q3 		$5.18M Buy
61,762
+3
+0% +$243 1.61% 17
2025
Q2 		$4.95M Buy
61,759
+35
+0.1% +$2.52K 1.7% 16
2025
Q1 		$4.43M Buy
61,724
+2,119
+4% +$159K 1.68% 16
2024
Q4 		$4.19M Sell
59,605
-4,971
-8% -$339K 1.6% 15
2024
Q3 		$3.65M Buy
64,576
+21
+0% +$1.19K 1.4% 17
2024
Q2 		$3.83M Buy
64,555
+3
+0% +$177 1.57% 15
2024
Q1 		$3.74M Sell
64,552
-248
-0.4% -$13K 1.54% 15
2023
Q4 		$3.19M Buy
64,800
+4
+0% +$173 1.42% 16
2023
Q3 		$2.65M Buy
64,796
+10,003
+18% +$432K 1.34% 18
2023
Q2 		$2.34M Buy
54,793
+3
+0% +$121 1.14% 18
2023
Q1 		$2.05M Buy
54,790
+20,003
+58% +$872K 1.06% 18
2022
Q4 		$1.44M Sell
34,787
-103
-0.3% -$4.56K 0.82% 22
2022
Q3 		$1.4M Buy
34,890
+3
+0% +$129 0.88% 22
2022
Q2 		$1.52M Hold
34,887
– – 0.87% 22
2022
Q1 		$1.58M Hold
34,887
– – 0.86% 22
2021
Q4 		$2.03M Buy
34,887
+105
+0.3% +$5.17K 1.06% 19
2021
Q3 		$1.77M Hold
34,782
– – 0.91% 21
2021
Q2 		$1.73M Hold
34,782
– – 0.94% 20
2021
Q1 		$1.39M Hold
34,782
– – 0.8% 23
2020
Q4 		$1.13M Hold
34,782
– – 0.67% 24
2020
Q3 		$809K Sell
34,782
-827
-2% -$20.4K 0.58% 24
2020
Q2 		$878K Sell
35,609
-568
-2% -$15.5K 0.68% 24
2020
Q1 		$870K Sell
36,177
-2,857
-7% -$121K 0.83% 21
2019
Q4 		$1.84M Buy
+39,034
New +$2.04M 1.71% 15

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Oldfather Financial Services's WFC Position: Q4 2025 in Review

Oldfather Financial Services increased its Wells Fargo (WFC) stake by 0.71% in Q4 2025, buying an estimated $38K and bringing the position to 62,200 shares worth $5.8M. The position accounts for 1.73% of the portfolio, ranked #16.

Oldfather Financial Services first reported a position in WFC in Q4 2019 and has held it in 25 quarters since. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Oldfather Financial Services held 62,200 shares of Wells Fargo worth $5.8M as of Q4 2025.
  • Oldfather Financial Services bought 438 Wells Fargo shares in Q4 2025, an estimated $38K.
  • Wells Fargo made up 1.73% of Oldfather Financial Services's portfolio in Q4 2025, its #16 holding.
  • Oldfather Financial Services first reported a position in Wells Fargo in Q4 2019 and has held it in 25 quarters since.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.