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
2020 Q2	–	Sell	-10,000	Closed	-$1K	–	182
2020 Q1	$1K	Hold	10,000	–	–	﹤0.01%	157
2019 Q4	$19K	Hold	10,000	–	–	0.01%	196
2019 Q3	$20K	Hold	10,000	–	–	0.02%	183
2019 Q2	$13K	Buy	+10,000	New	+$468K	0.01%	188

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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. 2,657 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.
2,657 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.