SIMA Wealth Partners’s Wells Fargo WFC Stock Holding History

SIMA Wealth Partners’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	-51	Closed	-$4.28K	–	164
2025 Q3	$4.28K	Buy	+51	New	+$4.14K	﹤0.01%	143

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SIMA Wealth Partners's WFC Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 51 shares — an estimated $4.28K sold.

SIMA Wealth Partners first reported a position in WFC in Q3 2025 and held it in 1 quarter. The position peaked at $4.28K in Q3 2025. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

SIMA Wealth Partners reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 51 Wells Fargo shares in Q4 2025, an estimated $4.28K.
SIMA Wealth Partners first reported a position in Wells Fargo in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Wells Fargo position peaked at $4.28K in Q3 2025.
2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.