SPC Financial Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $579K | Buy |
6,904
+578
| +9% | +$46.9K | 0.05% | 162 |
|
|
2025
Q2 | $507K | Buy |
6,326
+76
| +1% | +$5.48K | 0.04% | 169 |
|
|
2025
Q1 | $449K | Buy |
6,250
+151
| +2% | +$11.3K | 0.04% | 177 |
|
|
2024
Q4 | $428K | Buy |
6,099
+154
| +3% | +$10.5K | 0.04% | 183 |
|
|
2024
Q3 | $336K | Sell |
5,945
-12
| -0.2% | -$679 | 0.03% | 199 |
|
|
2024
Q2 | $354K | Buy |
5,957
+1
| +0% | +$59 | 0.03% | 186 |
|
|
2024
Q1 | $345K | Buy |
5,956
+157
| +3% | +$8.21K | 0.03% | 184 |
|
|
2023
Q4 | $285K | Buy |
5,799
+99
| +2% | +$4.27K | 0.03% | 190 |
|
|
2023
Q3 | $233K | Buy |
5,700
+155
| +3% | +$6.69K | 0.03% | 197 |
|
|
2023
Q2 | $237K | Hold |
5,545
| – | – | 0.03% | 200 |
|
|
2023
Q1 | $207K | Buy |
5,545
+395
| +8% | +$17.2K | 0.02% | 198 |
|
|
2022
Q4 | $213K | Buy |
+5,150
| New | +$228K | 0.03% | 190 |
|
|
2020
Q1 | – | Sell |
-4,280
| Closed | -$230K | – | 155 |
|
|
2019
Q4 | $230K | Buy |
+4,280
| New | +$224K | 0.04% | 130 |
|
|
2018
Q4 | – | Sell |
-4,501
| Closed | -$237K | – | 141 |
|
|
2018
Q3 | $237K | Hold |
4,501
| – | – | 0.05% | 125 |
|
|
2018
Q2 | $250K | Sell |
4,501
-1,044
| -19% | -$55.9K | 0.05% | 116 |
|
|
2018
Q1 | $291K | Hold |
5,545
| – | – | 0.07% | 105 |
|
|
2017
Q4 | $336K | Buy |
5,545
+300
| +6% | +$16.9K | 0.08% | 94 |
|
|
2017
Q3 | $289K | Sell |
5,245
-399
| -7% | -$21.2K | 0.07% | 101 |
|
|
2017
Q2 | $313K | Sell |
5,644
-19
| -0.3% | -$1.02K | 0.08% | 89 |
|
|
2017
Q1 | $315K | Sell |
5,663
-800
| -12% | -$45.4K | 0.09% | 92 |
|
|
2016
Q4 | $356K | Sell |
6,463
-34,811
| -84% | -$1.75M | 0.11% | 89 |
|
|
2016
Q3 | $1.83M | Buy |
41,274
+18,292
| +80% | +$875K | 0.59% | 37 |
|
|
2016
Q2 | $1.09M | Sell |
22,982
-775
| -3% | -$37.8K | 0.39% | 53 |
|
|
2016
Q1 | $1.15M | Sell |
23,757
-1,125
| -5% | -$55.1K | 0.44% | 46 |
|
|
2015
Q4 | $1.35M | Buy |
+24,882
| New | +$1.35M | 0.53% | 43 |
|
|
2014
Q4 | – | Sell |
-4,797
| Closed | -$249K | – | 120 |
|
|
2014
Q3 | $249K | Buy |
4,797
+191
| +4% | +$9.82K | 0.07% | 97 |
|
|
2014
Q2 | $242K | Buy |
4,606
+412
| +10% | +$20.7K | 0.07% | 100 |
|
|
2014
Q1 | $209K | Sell |
4,194
-5,302
| -56% | -$247K | 0.06% | 99 |
|
|
2013
Q4 | $431K | Buy |
9,496
+1,300
| +16% | +$56.1K | 0.13% | 81 |
|
|
2013
Q3 | $339K | Buy |
8,196
+94
| +1% | +$4.01K | 0.12% | 79 |
|
|
2013
Q2 | $334K | Buy |
+8,102
| New | +$316K | 0.13% | 78 |
|
Other funds holding WFC
SPC Financial Inc's WFC Position: Q3 2025 in Review
SPC Financial Inc increased its Wells Fargo (WFC) stake by 9.1% in Q3 2025, buying an estimated $46.9K and bringing the position to 6,904 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #162.
SPC Financial Inc first reported a position in WFC in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.83M in Q3 2016. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.
- SPC Financial Inc held 6,904 shares of Wells Fargo worth $579K as of Q3 2025.
- SPC Financial Inc bought 578 Wells Fargo shares in Q3 2025, an estimated $46.9K.
- Wells Fargo made up 0.05% of SPC Financial Inc's portfolio in Q3 2025, its #162 holding.
- SPC Financial Inc first reported a position in Wells Fargo in Q2 2013 and has held it in 31 quarters since.
- SPC Financial Inc's Wells Fargo position peaked at $1.83M in Q3 2016.
- 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.
Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.