Wells Fargo
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Wells Fargo’s Clear Secure YOU Stock Holding History

Wells Fargo’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.7M Sell
35,043
-67,051
-66% -$2.67M ﹤0.01% 3385
2025
Q4 		$3.58M Sell
102,094
-5,471
-5% -$186K ﹤0.01% 2979
2025
Q3 		$3.59M Buy
107,565
+17,323
+19% +$574K ﹤0.01% 2850
2025
Q2 		$2.51M Buy
90,242
+25,128
+39% +$640K ﹤0.01% 3042
2025
Q1 		$1.69M Buy
65,114
+12,017
+23% +$299K ﹤0.01% 3299
2024
Q4 		$1.41M Buy
53,097
+8,254
+18% +$249K ﹤0.01% 3456
2024
Q3 		$1.49M Buy
44,843
+5,363
+14% +$138K ﹤0.01% 3275
2024
Q2 		$739K Sell
39,480
-17,372
-31% -$314K ﹤0.01% 3680
2024
Q1 		$1.21M Buy
56,852
+3,262
+6% +$64.9K ﹤0.01% 3332
2023
Q4 		$1.11M Sell
53,590
-12,504
-19% -$243K ﹤0.01% 3374
2023
Q3 		$1.26M Sell
66,094
-9,837
-13% -$218K ﹤0.01% 3154
2023
Q2 		$1.76M Buy
75,931
+22,804
+43% +$564K ﹤0.01% 3023
2023
Q1 		$1.39M Buy
53,127
+12,511
+31% +$355K ﹤0.01% 3150
2022
Q4 		$1.11M Sell
40,616
-3,973
-9% -$109K ﹤0.01% 3182
2022
Q3 		$1.02M Buy
44,589
+785
+2% +$19.3K ﹤0.01% 3231
2022
Q2 		$877K Sell
43,804
-2,929
-6% -$79.1K ﹤0.01% 3373
2022
Q1 		$1.26M Buy
46,733
+7,514
+19% +$186K ﹤0.01% 3691
2021
Q4 		$1.23M Buy
39,219
+17,825
+83% +$658K ﹤0.01% 3948
2021
Q3 		$878K Buy
+21,394
New +$1M ﹤0.01% 4331

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VPM
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VCM
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Renaissance Technologies
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DCP
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First Trust Advisors
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Goldman Sachs
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return