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Tucker Asset Management’s Wells Fargo WFC Stock Holding History

Tucker Asset 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 		$604K Sell
6,479
-544
-8% -$47.2K 0.18% 35
2025
Q3 		$589K Sell
7,023
-102
-1% -$8.27K 0.18% 35
2025
Q2 		$571K Buy
7,125
+432
+6% +$31.1K 0.18% 33
2025
Q1 		$480K Sell
6,693
-1,744
-21% -$131K 0.16% 34
2024
Q4 		$593K Sell
8,437
-1,628
-16% -$111K 0.06% 44
2024
Q3 		$569K Buy
10,065
+1,242
+14% +$70.2K 0.13% 45
2024
Q2 		$524K Sell
8,823
-96
-1% -$5.67K 0.11% 56
2024
Q1 		$517K Buy
8,919
+1,489
+20% +$77.9K 0.12% 55
2023
Q4 		$366K Buy
7,430
+703
+10% +$30.3K 0.09% 86
2023
Q3 		$275K Buy
6,727
+733
+12% +$31.6K 0.07% 106
2023
Q2 		$256K Sell
5,994
-341
-5% -$13.7K 0.07% 85
2023
Q1 		$237K Buy
6,335
+847
+15% +$36.9K 0.07% 72
2022
Q4 		$227K Buy
5,488
+1,010
+23% +$44.7K 0.07% 43
2022
Q3 		$206K Buy
4,478
+1,145
+34% +$49.2K 0.07% 37
2022
Q2 		$131K Buy
3,333
+304
+10% +$13.3K 0.04% 31
2022
Q1 		$147K Buy
3,029
+41
+1% +$2.19K 0.05% 30
2021
Q4 		$144K Buy
2,988
+411
+16% +$20.2K 0.05% 31
2021
Q3 		$132K Buy
2,577
+188
+8% +$8.7K 0.05% 30
2021
Q2 		$108K Buy
2,389
+23
+1% +$1.03K 0.05% 31
2021
Q1 		$92.4K Buy
2,366
+560
+31% +$19.8K 0.05% 44
2020
Q4 		$54.5K Buy
+1,806
New +$46.8K 0.03% 57

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

Tucker Asset Management's WFC Position: Q4 2025 in Review

Tucker Asset Management reduced its Wells Fargo (WFC) stake by 7.7% in Q4 2025, selling an estimated $47.2K and leaving 6,479 shares worth $604K. The position accounts for 0.18% of the portfolio, ranked #35.

Tucker Asset Management first reported a position in WFC in Q4 2020 and has held it in 21 quarters since. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Tucker Asset Management held 6,479 shares of Wells Fargo worth $604K as of Q4 2025.
  • Tucker Asset Management sold 544 Wells Fargo shares in Q4 2025, an estimated $47.2K.
  • Wells Fargo made up 0.18% of Tucker Asset Management's portfolio in Q4 2025, its #35 holding.
  • Tucker Asset Management first reported a position in Wells Fargo in Q4 2020 and has held it in 21 quarters since.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.