Spectrum Wealth Counsel’s Wells Fargo WFC Stock Holding History

Spectrum Wealth Counsel’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	$638K	Hold	8,885	–	–	0.08%	78
2024 Q4	$624K	Hold	8,885	–	–	0.07%	84
2024 Q3	$502K	Sell	8,885 -681	-7%	-$38.5K	0.06%	93
2024 Q2	$568K	Buy	9,566 +681	+8%	+$40.2K	0.07%	80
2024 Q1	$515K	Hold	8,885	–	–	0.06%	92
2023 Q4	$437K	Buy	+8,885	New	+$383K	0.06%	100

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

Spectrum Wealth Counsel's WFC Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Wells Fargo (WFC) position steady in Q1 2025 at 8,885 shares worth $638K. The position accounts for 0.08% of the portfolio, ranked #78.

Spectrum Wealth Counsel first reported a position in WFC in Q4 2023 and has held it in 6 quarters since. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Spectrum Wealth Counsel held 8,885 shares of Wells Fargo worth $638K as of Q1 2025.
Spectrum Wealth Counsel left its Wells Fargo share count unchanged in Q1 2025.
Wells Fargo made up 0.08% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #78 holding.
Spectrum Wealth Counsel first reported a position in Wells Fargo in Q4 2023 and has held it in 6 quarters since.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.