Raymond James Financial’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$412M Buy
5,137,177
+710,205
+16% +$56.9M 0.14% 121
2025
Q1
$318M Buy
4,426,972
+437,554
+11% +$31.4M 0.12% 153
2024
Q4
$280M Buy
+3,989,418
New +$280M 0.1% 180