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Optimum Investment Advisors’s Wells Fargo WFC Stock Holding History

Optimum Investment 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 		$90.2K Hold
1,076
– – 0.04% 279
2025
Q2 		$86.2K Hold
1,076
– – 0.04% 274
2025
Q1 		$77.2K Hold
1,076
– – 0.04% 277
2024
Q4 		$75.6K Hold
1,076
– – 0.03% 294
2024
Q3 		$60.8K Sell
1,076
-200
-16% -$11.3K 0.03% 333
2024
Q2 		$75.8K Hold
1,276
– – 0.03% 304
2024
Q1 		$74K Hold
1,276
– – 0.03% 315
2023
Q4 		$62.8K Sell
1,276
-3
-0.2% -$129 0.03% 322
2023
Q3 		$52.3K Buy
1,279
+3
+0.2% +$130 0.03% 355
2023
Q2 		$54.5K Hold
1,276
– – 0.03% 362
2023
Q1 		$47.7K Sell
1,276
-227
-15% -$9.89K 0.03% 374
2022
Q4 		$62.1K Sell
1,503
-1,000
-40% -$44.3K 0.03% 348
2022
Q3 		$101K Sell
2,503
-273
-10% -$11.7K 0.05% 271
2022
Q2 		$109K Hold
2,776
– – 0.05% 275
2022
Q1 		$135K Sell
2,776
-200
-7% -$10.7K 0.06% 273
2021
Q4 		$143K Hold
2,976
– – 0.06% 288
2021
Q3 		$138K Sell
2,976
-500
-14% -$23.1K 0.06% 286
2021
Q2 		$157K Hold
3,476
– – 0.05% 303
2021
Q1 		$136K Buy
3,476
+400
+13% +$14.2K 0.04% 326
2020
Q4 		$93K Sell
3,076
-3,710
-55% -$96K 0.03% 362
2020
Q3 		$160K Sell
6,786
-4,543
-40% -$112K 0.05% 266
2020
Q2 		$290K Sell
11,329
-402
-3% -$11K 0.1% 185
2020
Q1 		$337K Buy
11,731
+852
+8% +$36.2K 0.14% 155
2019
Q4 		$585K Hold
10,879
– – 0.17% 145
2019
Q3 		$549K Buy
10,879
+169
+2% +$7.96K 0.17% 142
2019
Q2 		$507K Sell
10,710
-44
-0.4% -$2.06K 0.16% 149
2019
Q1 		$520K Hold
10,754
– – 0.17% 144
2018
Q4 		$496K Hold
10,754
– – 0.17% 145
2018
Q3 		$565K Hold
10,754
– – 0.16% 154
2018
Q2 		$596K Buy
10,754
+174
+2% +$9.32K 0.17% 140
2018
Q1 		$554K Sell
10,580
-507
-5% -$30.1K 0.16% 152
2017
Q4 		$673K Buy
11,087
+3
+0% +$169 0.21% 137
2017
Q3 		$611K Sell
11,084
-412
-4% -$21.9K 0.2% 141
2017
Q2 		$637K Buy
11,496
+3,088
+37% +$165K 0.22% 135
2017
Q1 		$468K Sell
8,408
-1,700
-17% -$96.5K 0.17% 168
2016
Q4 		$557K Sell
10,108
-167
-2% -$8.4K 0.21% 135
2016
Q3 		$455K Sell
10,275
-199
-2% -$9.52K 0.17% 165
2016
Q2 		$496K Sell
10,474
-429
-4% -$20.9K 0.19% 147
2016
Q1 		$527K Sell
10,903
-2,051
-16% -$100K 0.21% 139
2015
Q4 		$704K Buy
12,954
+180
+1% +$9.77K 0.27% 113
2015
Q3 		$656K Buy
+12,774
New +$702K 0.27% 114
2015
Q1 		$717K Buy
13,186
+600
+5% +$32.4K 0.23% 120
2014
Q4 		$690K Sell
12,586
-917
-7% -$48.5K 0.22% 121
2014
Q3 		$700K Sell
13,503
-400
-3% -$20.6K 0.23% 117
2014
Q2 		$731K Buy
13,903
+433
+3% +$21.8K 0.24% 118
2014
Q1 		$670K Sell
13,470
-566
-4% -$26.4K 0.25% 115
2013
Q4 		$637K Buy
14,036
+544
+4% +$23.5K 0.24% 114
2013
Q3 		$557K Buy
+13,492
New +$576K 0.23% 121

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

Optimum Investment Advisors's WFC Position: Q3 2025 in Review

Optimum Investment Advisors held its Wells Fargo (WFC) position steady in Q3 2025 at 1,076 shares worth $90.2K. The position accounts for 0.04% of the portfolio, ranked #279.

Optimum Investment Advisors first reported a position in WFC in Q3 2013 and has held it in 48 quarters since. The position peaked at $731K in Q2 2014. 2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Optimum Investment Advisors held 1,076 shares of Wells Fargo worth $90.2K as of Q3 2025.
  • Optimum Investment Advisors left its Wells Fargo share count unchanged in Q3 2025.
  • Wells Fargo made up 0.04% of Optimum Investment Advisors's portfolio in Q3 2025, its #279 holding.
  • Optimum Investment Advisors first reported a position in Wells Fargo in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Wells Fargo position peaked at $731K in Q2 2014.
  • 2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.