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Pineridge Advisors’s Wells Fargo WFC Stock Holding History

Pineridge 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 		– Sell
-15
Closed -$1.2K – 581
2025
Q2 		$1.2K Buy
+15
New +$1.08K ﹤0.01% 459
2024
Q1 		– Sell
-56
Closed -$2.76K – 835
2023
Q4 		$2.76K Buy
+56
New +$2.42K ﹤0.01% 587

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

Pineridge Advisors's WFC Position: Q3 2025 in Review

Pineridge Advisors sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 15 shares — an estimated $1.2K sold.

Pineridge Advisors first reported a position in WFC in Q4 2023 and held it in 2 quarters. The position peaked at $2.76K in Q4 2023. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Pineridge Advisors reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Pineridge Advisors sold 15 Wells Fargo shares in Q3 2025, an estimated $1.2K.
  • Pineridge Advisors first reported a position in Wells Fargo in Q4 2023 and held it in 2 quarters.
  • Pineridge Advisors's Wells Fargo position peaked at $2.76K in Q4 2023.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.