Tyler-Stone Wealth Management’s Wells Fargo WFC Stock Holding History

Tyler-Stone Wealth 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 Q2	$326K	Sell	4,069 -287	-7%	-$20.7K	0.05%	257
2025 Q1	$313K	Buy	4,356 +272	+7%	+$20.4K	0.06%	247
2024 Q4	$287K	Buy	4,084 +161	+4%	+$11K	0.05%	260
2024 Q3	$222K	Buy	3,923 +2,025	+107%	+$115K	0.04%	298
2024 Q2	$113K	Hold	1,898	–	–	0.05%	266
2024 Q1	$110K	Sell	1,898 -19	-1%	-$994	0.05%	259
2023 Q4	$94.4K	Buy	1,917 +19	+1%	+$820	0.05%	271
2023 Q3	$78K	Hold	1,898	–	–	0.04%	280
2023 Q2	$81K	Buy	+1,898	New	+$76.4K	0.05%	277
2022 Q4	$89K	Buy	2,148 +150	+8%	+$6.64K	0.06%	253
2022 Q3	$80K	Sell	1,998 -130	-6%	-$5.58K	0.06%	246
2022 Q2	$83K	Buy	2,128 +50	+2%	+$2.19K	0.06%	259
2022 Q1	$101K	Hold	2,078	–	–	0.06%	251
2021 Q4	$100K	Buy	+2,078	New	+$102K	0.05%	272

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

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

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

Norges Bank Oslo, Norway $935B AUM

Tyler-Stone Wealth Management's WFC Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Wells Fargo (WFC) stake by 6.6% in Q2 2025, selling an estimated $20.7K and leaving 4,069 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #257.

Tyler-Stone Wealth Management first reported a position in WFC in Q4 2021 and has held it in 14 quarters since. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Tyler-Stone Wealth Management held 4,069 shares of Wells Fargo worth $326K as of Q2 2025.
Tyler-Stone Wealth Management sold 287 Wells Fargo shares in Q2 2025, an estimated $20.7K.
Wells Fargo made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #257 holding.
Tyler-Stone Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 14 quarters since.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.