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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Stephens Consulting's WFC Position: Q3 2025 in Review

Stephens Consulting sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 93 shares — an estimated $7.45K sold.

Stephens Consulting first reported a position in WFC in Q4 2021 and held it in 14 quarters. The position peaked at $21.1K in Q2 2024. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

Stephens Consulting reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 93 Wells Fargo shares in Q3 2025, an estimated $7.45K.
Stephens Consulting first reported a position in Wells Fargo in Q4 2021 and held it in 14 quarters.
Stephens Consulting's Wells Fargo position peaked at $21.1K in Q2 2024.
2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.