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Three Bridge Wealth Advisors’s Wells Fargo WFC Stock Holding History

Three Bridge Wealth Advisors’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 		– Sell
-4,538
Closed -$364K – 126
2025
Q2 		$364K Buy
+4,538
New +$327K 0.1% 78

Other funds holding WFC

Vanguard Group
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Three Bridge Wealth Advisors's WFC Position: Q3 2025 in Review

Three Bridge Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 4,538 shares — an estimated $364K sold.

Three Bridge Wealth Advisors first reported a position in WFC in Q2 2025 and held it in 1 quarter. The position peaked at $364K in Q2 2025. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Three Bridge Wealth Advisors reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 4,538 Wells Fargo shares in Q3 2025, an estimated $364K.
  • Three Bridge Wealth Advisors first reported a position in Wells Fargo in Q2 2025 and held it in 1 quarter.
  • Three Bridge Wealth Advisors's Wells Fargo position peaked at $364K in Q2 2025.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.