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Wealthstream Advisors’s Wells Fargo WFC Stock Holding History

Wealthstream Advisors’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
Q3 		$688K Buy
8,204
+270
+3% +$21.9K 0.1% 67
2025
Q2 		$636K Buy
7,934
+650
+9% +$46.9K 0.11% 68
2025
Q1 		$523K Buy
7,284
+105
+1% +$7.88K 0.1% 77
2024
Q4 		$504K Buy
7,179
+981
+16% +$67K 0.09% 82
2024
Q3 		$350K Buy
6,198
+2
+0% +$113 0.06% 93
2024
Q2 		$368K Buy
6,196
+96
+2% +$5.67K 0.13% 84
2024
Q1 		$354K Buy
6,100
+102
+2% +$5.34K 0.13% 88
2023
Q4 		$295K Sell
5,998
-422
-7% -$18.2K 0.12% 105
2023
Q3 		$262K Buy
+6,420
New +$277K 0.14% 85

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wealthstream Advisors's WFC Position: Q3 2025 in Review

Wealthstream Advisors increased its Wells Fargo (WFC) stake by 3.4% in Q3 2025, buying an estimated $21.9K and bringing the position to 8,204 shares worth $688K. The position accounts for 0.1% of the portfolio, ranked #67.

Wealthstream Advisors first reported a position in WFC in Q3 2023 and has held it in 9 quarters since. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Wealthstream Advisors held 8,204 shares of Wells Fargo worth $688K as of Q3 2025.
  • Wealthstream Advisors bought 270 Wells Fargo shares in Q3 2025, an estimated $21.9K.
  • Wells Fargo made up 0.1% of Wealthstream Advisors's portfolio in Q3 2025, its #67 holding.
  • Wealthstream Advisors first reported a position in Wells Fargo in Q3 2023 and has held it in 9 quarters since.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.