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Stonegate Investment Group’s Wells Fargo WFC Stock Holding History

Stonegate Investment Group’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 		$3.79M Sell
45,267
-2,245
-5% -$182K 0.09% 97
2025
Q2 		$3.81M Buy
47,512
+1,416
+3% +$102K 0.1% 87
2025
Q1 		$3.31M Buy
46,096
+60
+0.1% +$4.5K 0.09% 88
2024
Q4 		$3.23M Buy
46,036
+603
+1% +$41.2K 0.09% 89
2024
Q3 		$2.57M Buy
45,433
+2,954
+7% +$167K 0.07% 106
2024
Q2 		$2.52M Buy
42,479
+3,554
+9% +$210K 0.07% 103
2024
Q1 		$2.26M Buy
38,925
+1,911
+5% +$100K 0.07% 109
2023
Q4 		$1.82M Sell
37,014
-1,753
-5% -$75.6K 0.06% 121
2023
Q3 		$1.58M Buy
38,767
+116
+0.3% +$5.01K 0.06% 125
2023
Q2 		$1.65M Sell
38,651
-2,231
-5% -$89.8K 0.06% 128
2023
Q1 		$1.53M Sell
40,882
-1,013
-2% -$44.2K 0.06% 124
2022
Q4 		$1.73M Sell
41,895
-2,743
-6% -$121K 0.07% 106
2022
Q3 		$1.79M Buy
44,638
+1,019
+2% +$43.8K 0.08% 110
2022
Q2 		$1.71M Buy
43,619
+13,744
+46% +$603K 0.07% 115
2022
Q1 		$1.45M Buy
29,875
+45
+0.2% +$2.41K 0.05% 112
2021
Q4 		$1.43M Buy
+29,830
New +$1.47M 0.06% 115

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Stonegate Investment Group's WFC Position: Q3 2025 in Review

Stonegate Investment Group reduced its Wells Fargo (WFC) stake by 4.7% in Q3 2025, selling an estimated $182K and leaving 45,267 shares worth $3.79M. The position accounts for 0.09% of the portfolio, ranked #97.

Stonegate Investment Group first reported a position in WFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.81M in Q2 2025. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Stonegate Investment Group held 45,267 shares of Wells Fargo worth $3.79M as of Q3 2025.
  • Stonegate Investment Group sold 2,245 Wells Fargo shares in Q3 2025, an estimated $182K.
  • Wells Fargo made up 0.09% of Stonegate Investment Group's portfolio in Q3 2025, its #97 holding.
  • Stonegate Investment Group first reported a position in Wells Fargo in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Wells Fargo position peaked at $3.81M in Q2 2025.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.