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Pathway Financial Advisers’s Wells Fargo WFC Stock Holding History

Pathway Financial Advisers’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 		– Sell
-578
Closed -$48.4K – 358
2025
Q3 		$48.4K Buy
+578
New +$46.9K 0.01% 233
2025
Q1 		– Sell
-2,597
Closed -$182K – 421
2024
Q4 		$182K Hold
2,597
– – 0.06% 161
2024
Q3 		$147K Hold
2,597
– – 0.07% 131
2024
Q2 		$154K Buy
2,597
+1
+0% +$59 0.06% 164
2024
Q1 		$151K Sell
2,596
-1
-0% -$52 0.05% 170
2023
Q4 		$128K Hold
2,597
– – 0.05% 176
2023
Q3 		$106K Buy
+2,597
New +$112K 0.04% 183
2023
Q1 		$98.4K Buy
2,633
+4
+0.2% +$174 0.04% 190
2022
Q4 		$109K Buy
+2,629
New +$116K 0.04% 185

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

Pathway Financial Advisers's WFC Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 578 shares — an estimated $48.4K sold.

Pathway Financial Advisers first reported a position in WFC in Q4 2022 and held it in 9 quarters. The position peaked at $182K in Q4 2024. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 578 Wells Fargo shares in Q4 2025, an estimated $48.4K.
  • Pathway Financial Advisers first reported a position in Wells Fargo in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Wells Fargo position peaked at $182K in Q4 2024.
  • 2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.