Prosperity Wealth Management’s Wells Fargo WFC Stock Holding History

Prosperity 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 Q4	$492K	Buy	+5,284	New	+$459K	0.16%	134

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's WFC Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Wells Fargo (WFC) in Q4 2025: 5,284 shares worth $492K. The stake represents 0.16% of the portfolio and ranks #134 among its holdings.

2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Prosperity Wealth Management held 5,284 shares of Wells Fargo worth $492K as of Q4 2025.
Wells Fargo was a new Prosperity Wealth Management position in Q4 2025.
Wells Fargo made up 0.16% of Prosperity Wealth Management's portfolio in Q4 2025, its #134 holding.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.