OA
WFC icon

Operose Advisors’s Wells Fargo WFC Stock Holding History

Operose 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
2026
Q1 		– Sell
-1,000
Closed -$93.2K – 653
2025
Q4 		$93.2K Hold
1,000
– – 0.02% 228
2025
Q3 		$83.8K Hold
1,000
– – 0.02% 214
2025
Q2 		$80.1K Buy
+1,000
New +$72.1K 0.02% 197
2024
Q4 		– Sell
-12,527
Closed -$708K – 644
2024
Q3 		$708K Hold
12,527
– – 0.23% 61
2024
Q2 		$744K Hold
12,527
– – 0.26% 50
2024
Q1 		$726K Sell
12,527
-699
-5% -$36.6K 0.25% 60
2023
Q4 		$651K Sell
13,226
-2,886
-18% -$125K 0.26% 45
2023
Q3 		$658K Buy
16,112
+3,386
+27% +$146K 0.26% 39
2023
Q2 		$543K Buy
12,726
+11,399
+859% +$459K 0.25% 41
2023
Q1 		$49.6K Buy
+1,327
New +$57.8K 0.02% 155
2022
Q2 		– Sell
-234
Closed -$11K – 324
2022
Q1 		$11K Hold
234
– – 0.01% 261
2021
Q4 		$11K Buy
+234
New +$11.5K 0.01% 254

Other funds holding WFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return