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Parkworth Wealth Management’s Wells Fargo WFC Stock Holding History

Parkworth Wealth Management’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 		$6.57K Buy
82
+49
+148% +$3.53K ﹤0.01% 159
2025
Q1 		$2.37K Hold
33
– – ﹤0.01% 171
2024
Q4 		$2.32K Buy
+33
New +$2.25K ﹤0.01% 183

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parkworth Wealth Management's WFC Position: Q2 2025 in Review

Parkworth Wealth Management increased its Wells Fargo (WFC) stake by 148% in Q2 2025, buying an estimated $3.53K and bringing the position to 82 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Parkworth Wealth Management first reported a position in WFC in Q4 2024 and has held it in 3 quarters since. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Parkworth Wealth Management held 82 shares of Wells Fargo worth $6.57K as of Q2 2025.
  • Parkworth Wealth Management bought 49 Wells Fargo shares in Q2 2025, an estimated $3.53K.
  • Wells Fargo made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #159 holding.
  • Parkworth Wealth Management first reported a position in Wells Fargo in Q4 2024 and has held it in 3 quarters since.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.