Scott Marsh Financial’s Wells Fargo WFC Stock Holding History

Scott Marsh Financial’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 Q2	$1.25M	Buy	+15,576	New	+$1.12M	0.46%	66

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Scott Marsh Financial's WFC Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Wells Fargo (WFC) in Q2 2025: 15,576 shares worth $1.25M. The stake represents 0.46% of the portfolio and ranks #66 among its holdings.

2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Scott Marsh Financial held 15,576 shares of Wells Fargo worth $1.25M as of Q2 2025.
Wells Fargo was a new Scott Marsh Financial position in Q2 2025.
Wells Fargo made up 0.46% of Scott Marsh Financial's portfolio in Q2 2025, its #66 holding.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.