SFC
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Strategic Financial Concepts’s Wells Fargo WFC Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-4,174
Closed -$300K – 373
2025
Q1 		$300K Buy
+4,174
New +$313K 0.06% 239
2024
Q3 		– Sell
-28,937
Closed -$115K – 739
2024
Q2 		$115K Buy
+28,937
New +$1.71M 0.07% 166

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Strategic Financial Concepts's WFC Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 4,174 shares — an estimated $300K sold.

Strategic Financial Concepts first reported a position in WFC in Q2 2024 and held it in 2 quarters. The position peaked at $300K in Q1 2025. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Strategic Financial Concepts reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 4,174 Wells Fargo shares in Q2 2025, an estimated $300K.
  • Strategic Financial Concepts first reported a position in Wells Fargo in Q2 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Wells Fargo position peaked at $300K in Q1 2025.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.