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Parkside Advisors’s Wells Fargo WFC Stock Holding History

Parkside 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
Q2 		$212K Buy
+2,644
New +$191K 0.05% 87
2017
Q4 		– Sell
-4,408
Closed -$243K – 39
2017
Q3 		$243K Buy
+4,408
New +$234K 0.17% 31

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Parkside Advisors's WFC Position: Q2 2025 in Review

Parkside Advisors opened a new position in Wells Fargo (WFC) in Q2 2025: 2,644 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #87 among its holdings. This is a return to the name: Parkside Advisors previously reported a position in WFC as recently as Q3 2017.

Parkside Advisors first reported a position in WFC in Q3 2017 and has held it in 2 quarters since. The position peaked at $243K in Q3 2017. 2,631 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Parkside Advisors held 2,644 shares of Wells Fargo worth $212K as of Q2 2025.
  • Wells Fargo was a new Parkside Advisors position in Q2 2025.
  • Wells Fargo made up 0.05% of Parkside Advisors's portfolio in Q2 2025, its #87 holding.
  • Parkside Advisors first reported a position in Wells Fargo in Q3 2017 and has held it in 2 quarters since.
  • Parkside Advisors's Wells Fargo position peaked at $243K in Q3 2017.
  • 2,631 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.