Transcendent Capital Group’s Wells Fargo WFC Stock Holding History

Transcendent Capital 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 Q1	–	Sell	-655	Closed	-$46K	–	421
2024 Q4	$46K	Hold	655	–	–	0.02%	196
2024 Q3	$37K	Sell	655 -123	-16%	-$6.96K	0.02%	232
2024 Q2	$46.2K	Buy	778 +123	+19%	+$7.26K	0.03%	195
2024 Q1	$38K	Hold	655	–	–	0.02%	211
2023 Q4	$32.2K	Buy	+655	New	+$28.3K	0.02%	183

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

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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Transcendent Capital Group's WFC Position: Q1 2025 in Review

Transcendent Capital Group sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 655 shares — an estimated $46K sold.

Transcendent Capital Group first reported a position in WFC in Q4 2023 and held it in 5 quarters. The position peaked at $46.2K in Q2 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Transcendent Capital Group reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Transcendent Capital Group sold 655 Wells Fargo shares in Q1 2025, an estimated $46K.
Transcendent Capital Group first reported a position in Wells Fargo in Q4 2023 and held it in 5 quarters.
Transcendent Capital Group's Wells Fargo position peaked at $46.2K in Q2 2024.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.