SageView Advisory Group’s Wells Fargo WFC Stock Holding History

SageView Advisory Group’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	$1.23M	Sell	13,179 -4,239	-24%	-$368K	0.04%	227
2025 Q3	$1.46M	Buy	17,418 +2,130	+14%	+$173K	0.05%	212
2025 Q2	$1.27M	Buy	15,288 +547	+4%	+$39.4K	0.05%	209
2025 Q1	$1.06M	Buy	14,741 +297	+2%	+$22.3K	0.05%	217
2024 Q4	$1.01M	Buy	14,444 +3,626	+34%	+$248K	0.04%	221
2024 Q3	$611K	Sell	10,818 -9,165	-46%	-$518K	0.03%	265
2024 Q2	$1.19M	Buy	+19,983	New	+$1.18M	0.06%	198
2024 Q1	–	Sell	-18,164	Closed	-$930K	–	831
2023 Q4	$930K	Buy	18,164 +11,414	+169%	+$493K	0.04%	270
2023 Q3	$276K	Buy	6,750 +231	+4%	+$9.97K	0.02%	440
2023 Q2	$278K	Buy	6,519 +796	+14%	+$32K	0.02%	461
2023 Q1	$214K	Sell	5,723 -580	-9%	-$25.3K	0.01%	440
2022 Q4	$260K	Buy	+6,303	New	+$279K	0.02%	353

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's WFC Position: Q4 2025 in Review

SageView Advisory Group reduced its Wells Fargo (WFC) stake by 24% in Q4 2025, selling an estimated $368K and leaving 13,179 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #227.

SageView Advisory Group first reported a position in WFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.46M in Q3 2025. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

SageView Advisory Group held 13,179 shares of Wells Fargo worth $1.23M as of Q4 2025.
SageView Advisory Group sold 4,239 Wells Fargo shares in Q4 2025, an estimated $368K.
Wells Fargo made up 0.04% of SageView Advisory Group's portfolio in Q4 2025, its #227 holding.
SageView Advisory Group first reported a position in Wells Fargo in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Wells Fargo position peaked at $1.46M in Q3 2025.
2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.