Redmont Wealth Advisors’s Wells Fargo WFC Stock Holding History

Redmont Wealth 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 Q4	$29.8K	Hold	320	–	–	0.05%	117
2025 Q3	$26.8K	Hold	320	–	–	0.04%	130
2025 Q2	$25.6K	Buy	320 +243	+316%	+$17.5K	0.04%	131
2025 Q1	$5.53K	Buy	+77	New	+$5.78K	0.01%	127
2024 Q4	–	Sell	-320	Closed	-$18.1K	–	312
2024 Q3	$18.1K	Hold	320	–	–	0.03%	144
2024 Q2	$19K	Hold	320	–	–	0.03%	137
2024 Q1	$18.5K	Buy	+320	New	+$16.7K	0.03%	150

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Redmont Wealth Advisors's WFC Position: Q4 2025 in Review

Redmont Wealth Advisors held its Wells Fargo (WFC) position steady in Q4 2025 at 320 shares worth $29.8K. The position accounts for 0.05% of the portfolio, ranked #117.

Redmont Wealth Advisors first reported a position in WFC in Q1 2024 and has held it in 7 quarters since. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Redmont Wealth Advisors held 320 shares of Wells Fargo worth $29.8K as of Q4 2025.
Redmont Wealth Advisors left its Wells Fargo share count unchanged in Q4 2025.
Wells Fargo made up 0.05% of Redmont Wealth Advisors's portfolio in Q4 2025, its #117 holding.
Redmont Wealth Advisors first reported a position in Wells Fargo in Q1 2024 and has held it in 7 quarters since.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.