WG
WFC icon

Wealth Group’s Wells Fargo WFC Stock Holding History

Wealth Group’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 		– Sell
-3,554
Closed -$255K – 164
2025
Q1 		$255K Sell
3,554
-393
-10% -$29.5K 0.17% 129
2024
Q4 		$277K Buy
3,947
+406
+11% +$27.7K 0.18% 131
2024
Q3 		$200K Sell
3,541
-697
-16% -$39.4K 0.13% 149
2024
Q2 		$252K Sell
4,238
-68
-2% -$4.01K 0.18% 127
2024
Q1 		$250K Buy
+4,306
New +$225K 0.19% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth Group's WFC Position: Q2 2025 in Review

Wealth Group sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 3,554 shares — an estimated $255K sold.

Wealth Group first reported a position in WFC in Q1 2024 and held it in 5 quarters. The position peaked at $277K in Q4 2024. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Wealth Group reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 3,554 Wells Fargo shares in Q2 2025, an estimated $255K.
  • Wealth Group first reported a position in Wells Fargo in Q1 2024 and held it in 5 quarters.
  • Wealth Group's Wells Fargo position peaked at $277K in Q4 2024.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.