Secured Retirement Advisors’s Wells Fargo WFC Stock Holding History

Secured Retirement Advisors’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	–	Sell	-5,685	Closed	-$408K	–	127
2025 Q1	$408K	Buy	+5,685	New	+$427K	0.26%	99

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

Secured Retirement Advisors's WFC Position: Q2 2025 in Review

Secured Retirement Advisors sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 5,685 shares — an estimated $408K sold.

Secured Retirement Advisors first reported a position in WFC in Q1 2025 and held it in 1 quarter. The position peaked at $408K in Q1 2025. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Secured Retirement Advisors reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Secured Retirement Advisors sold 5,685 Wells Fargo shares in Q2 2025, an estimated $408K.
Secured Retirement Advisors first reported a position in Wells Fargo in Q1 2025 and held it in 1 quarter.
Secured Retirement Advisors's Wells Fargo position peaked at $408K in Q1 2025.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Secured Retirement Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.