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Stephens Consulting’s Wells Fargo WFC Stock Holding History

Stephens Consulting’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 		– Sell
-93
Closed -$7.45K – 1172
2025
Q2 		$7.45K Buy
+93
New +$6.71K ﹤0.01% 360
2025
Q1 		– Sell
-256
Closed -$18K – 1558
2024
Q4 		$18K Sell
256
-99
-28% -$6.76K ﹤0.01% 287
2024
Q3 		$20.1K Hold
355
– – 0.01% 263
2024
Q2 		$21.1K Hold
355
– – 0.01% 259
2024
Q1 		$20.6K Hold
355
– – 0.01% 243
2023
Q4 		$17.5K Hold
355
– – 0.01% 262
2023
Q3 		$14.5K Hold
355
– – 0.01% 278
2023
Q2 		$15.2K Hold
355
– – 0.01% 272
2023
Q1 		$13.3K Hold
355
– – 0.01% 286
2022
Q4 		$14.7K Hold
355
– – 0.01% 254
2022
Q3 		$14.3K Hold
355
– – 0.01% 284
2022
Q2 		$13.9K Hold
355
– – 0.01% 278
2022
Q1 		$17.2K Hold
355
– – 0.01% 288
2021
Q4 		$17K Buy
+355
New +$17.5K 0.01% 323

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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