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Richards, Merrill & Peterson’s Wells Fargo WFC Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-1,532
Closed -$110K – 474
2025
Q1 		$110K Hold
1,532
– – 0.06% 180
2024
Q4 		$108K Buy
+1,532
New +$105K 0.06% 181

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Richards, Merrill & Peterson's WFC Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 1,532 shares — an estimated $110K sold.

Richards, Merrill & Peterson first reported a position in WFC in Q4 2024 and held it in 2 quarters. The position peaked at $110K in Q1 2025. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 1,532 Wells Fargo shares in Q2 2025, an estimated $110K.
  • Richards, Merrill & Peterson first reported a position in Wells Fargo in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Wells Fargo position peaked at $110K in Q1 2025.
  • 2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.