Strategic Financial Services’s Wells Fargo WFC Stock Holding History

Strategic Financial Services’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 Q4	–	Sell	-3,419	Closed	-$287K	–	150
2025 Q3	$287K	Buy	3,419 +25	+0.7%	+$2.03K	0.01%	118
2025 Q2	$272K	Buy	3,394 +1	+0%	+$72	0.01%	124
2025 Q1	$244K	Buy	3,393 +332	+11%	+$24.9K	0.01%	122
2024 Q4	$215K	Buy	+3,061	New	+$209K	0.01%	128

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Strategic Financial Services's WFC Position: Q4 2025 in Review

Strategic Financial Services sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 3,419 shares — an estimated $287K sold.

Strategic Financial Services first reported a position in WFC in Q4 2024 and held it in 4 quarters. The position peaked at $287K in Q3 2025. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Strategic Financial Services reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Strategic Financial Services sold 3,419 Wells Fargo shares in Q4 2025, an estimated $287K.
Strategic Financial Services first reported a position in Wells Fargo in Q4 2024 and held it in 4 quarters.
Strategic Financial Services's Wells Fargo position peaked at $287K in Q3 2025.
2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Strategic Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.