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Sonora Investment Management Group’s Wells Fargo WFC Stock Holding History

Sonora Investment Management Group’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
Q3 		$433K Sell
5,163
-553
-10% -$44.8K 0.03% 183
2025
Q2 		$458K Buy
5,716
+1,017
+22% +$73.3K 0.03% 178
2025
Q1 		$337K Buy
4,699
+973
+26% +$73.1K 0.03% 206
2024
Q4 		$262K Sell
3,726
-137
-4% -$9.35K 0.02% 232
2024
Q3 		$218K Buy
+3,863
New +$218K 0.02% 259

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sonora Investment Management Group's WFC Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Wells Fargo (WFC) stake by 9.7% in Q3 2025, selling an estimated $44.8K and leaving 5,163 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #183.

Sonora Investment Management Group first reported a position in WFC in Q3 2024 and has held it in 5 quarters since. The position peaked at $458K in Q2 2025. 2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Sonora Investment Management Group held 5,163 shares of Wells Fargo worth $433K as of Q3 2025.
  • Sonora Investment Management Group sold 553 Wells Fargo shares in Q3 2025, an estimated $44.8K.
  • Wells Fargo made up 0.03% of Sonora Investment Management Group's portfolio in Q3 2025, its #183 holding.
  • Sonora Investment Management Group first reported a position in Wells Fargo in Q3 2024 and has held it in 5 quarters since.
  • Sonora Investment Management Group's Wells Fargo position peaked at $458K in Q2 2025.
  • 2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.