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SwitchPoint Financial Planning’s Wells Fargo WFC Stock Holding History

SwitchPoint Financial Planning’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
-6,281
Closed -$526K – 63
2025
Q3 		$526K Buy
6,281
+41
+0.7% +$3.33K 0.38% 40
2025
Q2 		$500K Buy
6,240
+44
+0.7% +$3.17K 0.41% 38
2025
Q1 		$445K Buy
+6,196
New +$465K 0.42% 30

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SwitchPoint Financial Planning's WFC Position: Q4 2025 in Review

SwitchPoint Financial Planning sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 6,281 shares — an estimated $526K sold.

SwitchPoint Financial Planning first reported a position in WFC in Q1 2025 and held it in 3 quarters. The position peaked at $526K in Q3 2025. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • SwitchPoint Financial Planning reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • SwitchPoint Financial Planning sold 6,281 Wells Fargo shares in Q4 2025, an estimated $526K.
  • SwitchPoint Financial Planning first reported a position in Wells Fargo in Q1 2025 and held it in 3 quarters.
  • SwitchPoint Financial Planning's Wells Fargo position peaked at $526K in Q3 2025.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on SwitchPoint Financial Planning's 13F filing for Q4 2025, filed 17 Feb 2026.