Security National Bank of Sioux City Iowa’s Wells Fargo WFC Stock Holding History

Security National Bank of Sioux City Iowa’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
2024 Q4	–	Sell	-5,689	Closed	-$321K	–	109
2024 Q3	$321K	Buy	+5,689	New	+$322K	0.2%	85
2022 Q1	–	Sell	-7,392	Closed	-$355K	–	96
2021 Q4	$355K	Sell	7,392 -500	-6%	-$24.6K	0.24%	74
2021 Q3	$366K	Buy	7,892 +2,001	+34%	+$92.6K	0.28%	71
2021 Q2	$267K	Sell	5,891 -1,799	-23%	-$80.3K	0.21%	82
2021 Q1	$300K	Buy	+7,690	New	+$272K	0.24%	78
2020 Q3	–	Sell	-10,675	Closed	-$273K	–	94
2020 Q2	$273K	Sell	10,675 -1,233	-10%	-$33.7K	0.29%	69
2020 Q1	$342K	Buy	11,908 +3,500	+42%	+$149K	0.44%	58
2019 Q4	$452K	Buy	8,408 +1,233	+17%	+$64.6K	0.44%	60
2019 Q3	$362K	Buy	7,175 +1,700	+31%	+$80.1K	0.41%	60
2019 Q2	$259K	Sell	5,475 -100	-2%	-$4.68K	0.31%	70
2019 Q1	$269K	Sell	5,575 -50	-0.9%	-$2.46K	0.31%	73
2018 Q4	$259K	Hold	5,625	–	–	0.27%	69
2018 Q3	$296K	Sell	5,625 -1,260	-18%	-$71.9K	0.26%	75
2018 Q2	$382K	Buy	+6,885	New	+$369K	0.36%	69

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

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

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Security National Bank of Sioux City Iowa's WFC Position: Q4 2024 in Review

Security National Bank of Sioux City Iowa sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 5,689 shares — an estimated $321K sold.

Security National Bank of Sioux City Iowa first reported a position in WFC in Q2 2018 and held it in 14 quarters. The position peaked at $452K in Q4 2019. 2,558 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Security National Bank of Sioux City Iowa reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 5,689 Wells Fargo shares in Q4 2024, an estimated $321K.
Security National Bank of Sioux City Iowa first reported a position in Wells Fargo in Q2 2018 and held it in 14 quarters.
Security National Bank of Sioux City Iowa's Wells Fargo position peaked at $452K in Q4 2019.
2,558 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2024, filed 14 Feb 2025.