Saranac Partners’s Wells Fargo WFC Stock Holding History

Saranac Partners’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	-1,200	Closed	-$101K	–	151
2025 Q3	$101K	Buy	+1,200	New	+$97.3K	0.02%	261

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 $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1T AUM

Saranac Partners's WFC Position: Q4 2025 in Review

Saranac Partners sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 1,200 shares — an estimated $101K sold.

Saranac Partners first reported a position in WFC in Q3 2025 and held it in 1 quarter. The position peaked at $101K in Q3 2025. 2,901 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Saranac Partners reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 1,200 Wells Fargo shares in Q4 2025, an estimated $101K.
Saranac Partners first reported a position in Wells Fargo in Q3 2025 and held it in 1 quarter.
Saranac Partners's Wells Fargo position peaked at $101K in Q3 2025.
2,901 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.