UBG
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United Bank (Georgia)’s Wells Fargo WFC Stock Holding History

United Bank (Georgia)’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
2026
Q1 		$240K Sell
3,010
-16
-0.5% -$1.37K 0.08% 117
2025
Q4 		$282K Sell
3,026
-205
-6% -$17.8K 0.1% 111
2025
Q3 		$271K Sell
3,231
-63
-2% -$5.11K 0.09% 105
2025
Q2 		$264K Sell
3,294
-64
-2% -$4.62K 0.1% 103
2025
Q1 		$241K Buy
3,358
+1
+0% +$75 0.1% 101
2024
Q4 		$236K Buy
+3,357
New +$229K 0.1% 101
2018
Q1 		– Sell
-3,533
Closed -$214K – 73
2017
Q4 		$214K Buy
+3,533
New +$200K 0.18% 72
2017
Q3 		– Sell
-4,017
Closed -$223K – 73
2017
Q2 		$223K Sell
4,017
-126
-3% -$6.75K 0.21% 70
2017
Q1 		$231K Sell
4,143
-616
-13% -$35K 0.22% 69
2016
Q4 		$262K Buy
+4,759
New +$239K 0.27% 64

Other funds holding WFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return