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Strategic Wealth Investment Group’s Wells Fargo WFC Stock Holding History

Strategic Wealth 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
Q4 		– Sell
-3,783
Closed -$317K – 134
2025
Q3 		$317K Buy
+3,783
New +$307K 0.03% 102
2025
Q1 		– Sell
-3,815
Closed -$268K – 128
2024
Q4 		$268K Sell
3,815
-102
-3% -$6.96K 0.03% 117
2024
Q3 		$217K Buy
3,917
+20
+0.5% +$1.13K 0.02% 126
2024
Q2 		$236K Buy
+3,897
New +$230K 0.03% 125
2023
Q4 		$284K Buy
5,779
+54
+0.9% +$2.33K 0.04% 106
2023
Q3 		$234K Sell
5,725
-1,274
-18% -$55K 0.04% 94
2023
Q2 		$299K Buy
6,999
+855
+14% +$34.4K 0.05% 101
2023
Q1 		$230K Buy
+6,144
New +$268K 0.04% 120

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strategic Wealth Investment Group's WFC Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 3,783 shares — an estimated $317K sold.

Strategic Wealth Investment Group first reported a position in WFC in Q1 2023 and held it in 8 quarters. The position peaked at $317K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Strategic Wealth Investment Group reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 3,783 Wells Fargo shares in Q4 2025, an estimated $317K.
  • Strategic Wealth Investment Group first reported a position in Wells Fargo in Q1 2023 and held it in 8 quarters.
  • Strategic Wealth Investment Group's Wells Fargo position peaked at $317K in Q3 2025.
  • 2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.