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ORG Partners’s Wells Fargo WFC Stock Holding History

ORG Partners’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 		$259K Sell
2,783
-12
-0.4% -$1.04K 0.05% 290
2025
Q3 		$234K Sell
2,795
-1,824
-39% -$148K 0.04% 316
2025
Q2 		$375K Buy
4,619
+3,086
+201% +$223K 0.08% 217
2025
Q1 		$110K Buy
1,533
+266
+21% +$20K 0.03% 370
2024
Q4 		$89.1K Buy
1,267
+6
+0.5% +$410 0.01% 446
2024
Q3 		$71.3K Sell
1,261
-1,429
-53% -$80.8K 0.01% 452
2024
Q2 		$162K Buy
2,690
+2,474
+1,145% +$146K 0.02% 473
2024
Q1 		$12.5K Sell
216
-829
-79% -$43.4K 0.02% 266
2023
Q4 		$51.4K Sell
1,045
-216
-17% -$9.32K 0.01% 511
2023
Q3 		$51.5K Buy
1,261
+960
+319% +$41.4K 0.02% 514
2023
Q2 		$12.6K Buy
+301
New +$12.1K ﹤0.01% 938

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

ORG Partners's WFC Position: Q4 2025 in Review

ORG Partners reduced its Wells Fargo (WFC) stake by 0.43% in Q4 2025, selling an estimated $1.04K and leaving 2,783 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #290.

ORG Partners first reported a position in WFC in Q2 2023 and has held it in 11 quarters since. The position peaked at $375K in Q2 2025. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • ORG Partners held 2,783 shares of Wells Fargo worth $259K as of Q4 2025.
  • ORG Partners sold 12 Wells Fargo shares in Q4 2025, an estimated $1.04K.
  • Wells Fargo made up 0.05% of ORG Partners's portfolio in Q4 2025, its #290 holding.
  • ORG Partners first reported a position in Wells Fargo in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's Wells Fargo position peaked at $375K in Q2 2025.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.