Transform Wealth’s Wells Fargo WFC Stock Holding History

Transform Wealth’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	$2.66M	Sell	37,099 -3,088	-8%	-$232K	0.16%	101
2024 Q4	$2.82M	Sell	40,187 -188,408	-82%	-$12.9M	0.16%	103
2024 Q3	$12.9M	Buy	228,595 +123,326	+117%	+$6.97M	0.86%	24
2024 Q2	$6.25M	Buy	105,269 +98,907	+1,555%	+$5.84M	0.47%	58
2024 Q1	$369K	Buy	6,362 +1,902	+43%	+$99.5K	0.04%	170
2023 Q4	$220K	Buy	+4,460	New	+$192K	0.02%	225
2023 Q3	–	Sell	-6,680	Closed	-$285K	–	278
2023 Q2	$285K	Sell	6,680 -2,034	-23%	-$81.9K	0.03%	223
2023 Q1	$326K	Buy	+8,714	New	+$380K	0.03%	205
2020 Q2	–	Sell	-14,184	Closed	-$407K	–	241
2020 Q1	$407K	Buy	14,184 +2,105	+17%	+$89.5K	0.09%	156
2019 Q4	$650K	Buy	12,079 +2,274	+23%	+$119K	0.1%	143
2019 Q3	$495K	Sell	9,805 -6,471	-40%	-$305K	0.09%	149
2019 Q2	$770K	Buy	+16,276	New	+$761K	0.11%	151
2018 Q4	–	Sell	-11,414	Closed	-$600K	–	203
2018 Q3	$600K	Hold	11,414	–	–	0.1%	139
2018 Q2	$633K	Sell	11,414 -17,501	-61%	-$938K	0.11%	150
2018 Q1	$1.51M	Buy	28,915 +389	+1%	+$23.1K	0.29%	113
2017 Q4	$1.73M	Buy	28,526 +826	+3%	+$46.7K	0.32%	105
2017 Q3	$1.53M	Buy	+27,700	New	+$1.47M	0.53%	57
2017 Q2	–	Sell	-24,344	Closed	-$1.35M	–	189
2017 Q1	$1.35M	Sell	24,344 -1,102	-4%	-$62.5K	0.51%	57
2016 Q4	$1.4M	Buy	25,446 +614	+2%	+$30.9K	0.56%	52
2016 Q3	$1.1M	Buy	24,832 +3,025	+14%	+$145K	0.47%	71
2016 Q2	$1.03M	Buy	+21,807	New	+$1.06M	0.43%	79

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

Transform Wealth's WFC Position: Q1 2025 in Review

Transform Wealth reduced its Wells Fargo (WFC) stake by 7.7% in Q1 2025, selling an estimated $232K and leaving 37,099 shares worth $2.66M. The position accounts for 0.16% of the portfolio, ranked #101.

Transform Wealth first reported a position in WFC in Q2 2016 and has held it in 21 quarters since. The position peaked at $12.9M in Q3 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Transform Wealth held 37,099 shares of Wells Fargo worth $2.66M as of Q1 2025.
Transform Wealth sold 3,088 Wells Fargo shares in Q1 2025, an estimated $232K.
Wells Fargo made up 0.16% of Transform Wealth's portfolio in Q1 2025, its #101 holding.
Transform Wealth first reported a position in Wells Fargo in Q2 2016 and has held it in 21 quarters since.
Transform Wealth's Wells Fargo position peaked at $12.9M in Q3 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.