Seneca Financial Advisors’s Wells Fargo WFC Stock Holding History

Seneca Financial 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
2024 Q3	–	Sell	-21,273	Closed	-$1.26M	–	63
2024 Q2	$1.26M	Hold	21,273	–	–	0.65%	28
2024 Q1	$1.23M	Hold	21,273	–	–	0.66%	29
2023 Q4	$1.05M	Hold	21,273	–	–	0.61%	31
2023 Q3	$869K	Hold	21,273	–	–	0.6%	29
2023 Q2	$908K	Hold	21,273	–	–	0.6%	29
2023 Q1	$795K	Buy	+21,273	New	+$927K	0.51%	30

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Seneca Financial Advisors's WFC Position: Q3 2024 in Review

Seneca Financial Advisors sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 21,273 shares — an estimated $1.26M sold.

Seneca Financial Advisors first reported a position in WFC in Q1 2023 and held it in 6 quarters. The position peaked at $1.26M in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Seneca Financial Advisors reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
Seneca Financial Advisors sold 21,273 Wells Fargo shares in Q3 2024, an estimated $1.26M.
Seneca Financial Advisors first reported a position in Wells Fargo in Q1 2023 and held it in 6 quarters.
Seneca Financial Advisors's Wells Fargo position peaked at $1.26M in Q2 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Seneca Financial Advisors's 13F filing for Q3 2024, filed 27 Aug 2025.