Ridgewood Investments’s Wells Fargo WFC Stock Holding History

Ridgewood Investments’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 Q3	–	Sell	-62	Closed	-$4.97K	–	699
2025 Q2	$4.97K	Hold	62	–	–	﹤0.01%	597
2025 Q1	$4.45K	Hold	62	–	–	﹤0.01%	568
2024 Q4	$4.36K	Hold	62	–	–	﹤0.01%	593
2024 Q3	$3.5K	Sell	62 -2	-3%	-$113	﹤0.01%	625
2024 Q2	$3.77K	Buy	+64	New	+$3.78K	﹤0.01%	619
2023 Q3	–	Sell	-64	Closed	-$2.71K	–	777
2023 Q2	$2.71K	Sell	64 -110	-63%	-$4.43K	﹤0.01%	666
2023 Q1	$6.5K	Buy	+174	New	+$7.58K	﹤0.01%	562
2021 Q1	–	Sell	-15,037	Closed	-$354K	–	216
2020 Q4	$354K	Hold	15,037	–	–	0.28%	112
2020 Q3	$354K	Sell	15,037 -1,788	-11%	-$44.1K	0.28%	113
2020 Q2	$431K	Sell	16,825 -3,349	-17%	-$91.6K	0.36%	100
2020 Q1	$579K	Buy	20,174 +4,029	+25%	+$171K	0.59%	49
2019 Q4	$869K	Buy	16,145 +773	+5%	+$40.5K	0.62%	39
2019 Q3	$775K	Buy	15,372 +1,175	+8%	+$55.4K	0.6%	43
2019 Q2	$672K	Buy	+14,197	New	+$664K	0.53%	49

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Ridgewood Investments's WFC Position: Q3 2025 in Review

Ridgewood Investments sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 62 shares — an estimated $4.97K sold.

Ridgewood Investments first reported a position in WFC in Q2 2019 and held it in 14 quarters. The position peaked at $869K in Q4 2019. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

Ridgewood Investments reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 62 Wells Fargo shares in Q3 2025, an estimated $4.97K.
Ridgewood Investments first reported a position in Wells Fargo in Q2 2019 and held it in 14 quarters.
Ridgewood Investments's Wells Fargo position peaked at $869K in Q4 2019.
2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.