Seed Wealth Management’s Wells Fargo WFC Stock Holding History

Seed Wealth Management’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	-2,443	Closed	-$205K	–	118
2025 Q3	$205K	Sell	2,443 -1,200	-33%	-$97.3K	0.14%	107
2025 Q2	$292K	Hold	3,643	–	–	0.22%	109
2025 Q1	$262K	Hold	3,643	–	–	0.21%	122
2024 Q4	$256K	Hold	3,643	–	–	0.21%	118
2024 Q3	$206K	Hold	3,643	–	–	0.16%	150
2024 Q2	$216K	Hold	3,643	–	–	0.19%	136
2024 Q1	$210K	Buy	+3,643	New	+$191K	0.2%	137

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 $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Seed Wealth Management's WFC Position: Q4 2025 in Review

Seed Wealth Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 2,443 shares — an estimated $205K sold.

Seed Wealth Management first reported a position in WFC in Q1 2024 and held it in 7 quarters. The position peaked at $292K in Q2 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Seed Wealth Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Seed Wealth Management sold 2,443 Wells Fargo shares in Q4 2025, an estimated $205K.
Seed Wealth Management first reported a position in Wells Fargo in Q1 2024 and held it in 7 quarters.
Seed Wealth Management's Wells Fargo position peaked at $292K in Q2 2025.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Seed Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.