Rappaport Reiches Capital Management’s Wells Fargo WFC Stock Holding History

Rappaport Reiches Capital 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 Q1	$216K	Buy	+3,003	New	+$225K	0.05%	113

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

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Rappaport Reiches Capital Management's WFC Position: Q1 2025 in Review

Rappaport Reiches Capital Management opened a new position in Wells Fargo (WFC) in Q1 2025: 3,003 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings.

2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Rappaport Reiches Capital Management held 3,003 shares of Wells Fargo worth $216K as of Q1 2025.
Wells Fargo was a new Rappaport Reiches Capital Management position in Q1 2025.
Wells Fargo made up 0.05% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #113 holding.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.