TruNorth Capital Management’s Wells Fargo WFC Stock Holding History

TruNorth Capital Management’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	-1,300	Closed	-$109K	–	392
2025 Q3	$109K	Hold	1,300	–	–	0.02%	122
2025 Q2	$104K	Hold	1,300	–	–	0.02%	116
2025 Q1	$93.3K	Hold	1,300	–	–	0.02%	145
2024 Q4	$91.3K	Hold	1,300	–	–	0.03%	106
2024 Q3	$73.4K	Buy	1,300 +300	+30%	+$17K	0.02%	119
2024 Q2	$59.4K	Buy	+1,000	New	+$59K	0.02%	117

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TruNorth Capital Management's WFC Position: Q4 2025 in Review

TruNorth Capital Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 1,300 shares — an estimated $109K sold.

TruNorth Capital Management first reported a position in WFC in Q2 2024 and held it in 6 quarters. The position peaked at $109K in Q3 2025. 2,899 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

TruNorth Capital Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
TruNorth Capital Management sold 1,300 Wells Fargo shares in Q4 2025, an estimated $109K.
TruNorth Capital Management first reported a position in Wells Fargo in Q2 2024 and held it in 6 quarters.
TruNorth Capital Management's Wells Fargo position peaked at $109K in Q3 2025.
2,899 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.