Sovereign Investment Advisors’s Wells Fargo WFC Stock Holding History

Sovereign Investment 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
2025 Q1	–	Sell	-13,190	Closed	-$926K	–	92
2024 Q4	$926K	Buy	+13,190	New	+$901K	0.28%	37

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sovereign Investment Advisors's WFC Position: Q1 2025 in Review

Sovereign Investment Advisors sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 13,190 shares — an estimated $926K sold.

Sovereign Investment Advisors first reported a position in WFC in Q4 2024 and held it in 1 quarter. The position peaked at $926K in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Sovereign Investment Advisors reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Sovereign Investment Advisors sold 13,190 Wells Fargo shares in Q1 2025, an estimated $926K.
Sovereign Investment Advisors first reported a position in Wells Fargo in Q4 2024 and held it in 1 quarter.
Sovereign Investment Advisors's Wells Fargo position peaked at $926K in Q4 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.