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Sageworth Trust’s Wells Fargo WFC Stock Holding History

Sageworth Trust’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 		– Sell
-7,312
Closed -$613K – 267
2025
Q3 		$613K Buy
+7,312
New +$593K 0.03% 149
2023
Q1 		– Sell
-43
Closed -$2K – 599
2022
Q4 		$2K Sell
43
-150
-78% -$6.64K ﹤0.01% 380
2022
Q3 		$8K Sell
193
-3,941
-95% -$169K ﹤0.01% 209
2022
Q2 		$162K Buy
+4,134
New +$181K 0.01% 103
2020
Q4 		– Sell
-1
Closed – – 221
2020
Q3 		$0 Sell
1
-3
-75% -$74 ﹤0.01% 349
2020
Q2 		$0 Buy
4
+3
+300% +$82 ﹤0.01% 349
2020
Q1 		$0 Hold
1
– – ﹤0.01% 211
2019
Q4 		$0 Sell
1
-500
-100% -$26.2K ﹤0.01% 207
2019
Q3 		$25K Hold
501
– – ﹤0.01% 113
2019
Q2 		$24K Sell
501
-121
-19% -$5.66K ﹤0.01% 118
2019
Q1 		$30K Sell
622
-1,546
-71% -$76K ﹤0.01% 116
2018
Q4 		$100K Buy
2,168
+17
+0.8% +$871 0.01% 63
2018
Q3 		$113K Buy
2,151
+1,550
+258% +$88.5K 0.02% 64
2018
Q2 		$33K Buy
601
+248
+70% +$13.3K ﹤0.01% 58
2018
Q1 		$19K Buy
353
+278
+371% +$16.5K ﹤0.01% 52
2017
Q4 		$4K Buy
75
+74
+7,400% +$4.18K ﹤0.01% 76
2017
Q3 		$0 Sell
1
-1,049
-100% -$55.8K ﹤0.01% 108
2017
Q2 		$58K Buy
+1,050
New +$56.3K 0.01% 64
2016
Q4 		– Sell
-17,291
Closed -$766K – 58
2016
Q3 		$766K Buy
+17,291
New +$827K 0.18% 19
2015
Q1 		– Sell
-9,714
Closed -$533K – 86
2014
Q4 		$533K Buy
+9,714
New +$514K 0.16% 50

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sageworth Trust's WFC Position: Q4 2025 in Review

Sageworth Trust sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 7,312 shares — an estimated $613K sold.

Sageworth Trust first reported a position in WFC in Q4 2014 and held it in 20 quarters. The position peaked at $766K in Q3 2016. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Sageworth Trust reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Sageworth Trust sold 7,312 Wells Fargo shares in Q4 2025, an estimated $613K.
  • Sageworth Trust first reported a position in Wells Fargo in Q4 2014 and held it in 20 quarters.
  • Sageworth Trust's Wells Fargo position peaked at $766K in Q3 2016.
  • 2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.