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WFA Asset Management’s Wells Fargo WFC Stock Holding History

WFA Asset 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
Q3 		$34.4K Sell
608
-610
-50% -$49.5K 0.02% 121
2025
Q2 		$72.3K Buy
1,218
+5
+0.4% +$361 0.04% 83
2025
Q1 		$70.3K Sell
1,213
-4,819
-80% -$362K 0.04% 89
2024
Q4 		$424K Buy
6,032
+5,424
+892% +$370K 0.23% 36
2024
Q3 		$34.4K Sell
608
-610
-50% -$34.5K 0.02% 122
2024
Q2 		$72.3K Buy
1,218
+5
+0.4% +$295 0.04% 83
2024
Q1 		$70.3K Buy
1,213
+6
+0.5% +$314 0.04% 89
2023
Q4 		$59.4K Sell
1,207
-516
-30% -$22.3K 0.03% 84
2023
Q3 		$70.4K Buy
1,723
+40
+2% +$1.73K 0.04% 81
2023
Q2 		$71.8K Hold
1,683
– – 0.04% 81
2023
Q1 		$62.9K Buy
1,683
+1,200
+248% +$52.3K 0.04% 88
2022
Q4 		$19.9K Buy
+483
New +$21.4K 0.01% 125
2022
Q2 		– Sell
-38
Closed -$1.84K – 237
2022
Q1 		$1.84K Buy
+38
New +$2.03K ﹤0.01% 195

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

WFA Asset Management's WFC Position: Q3 2025 in Review

WFA Asset Management reduced its Wells Fargo (WFC) stake by 50% in Q3 2025, selling an estimated $49.5K and leaving 608 shares worth $34.4K. The position accounts for 0.02% of the portfolio, ranked #121.

WFA Asset Management first reported a position in WFC in Q1 2022 and has held it in 13 quarters since. The position peaked at $424K in Q4 2024. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • WFA Asset Management held 608 shares of Wells Fargo worth $34.4K as of Q3 2025.
  • WFA Asset Management sold 610 Wells Fargo shares in Q3 2025, an estimated $49.5K.
  • Wells Fargo made up 0.02% of WFA Asset Management's portfolio in Q3 2025, its #121 holding.
  • WFA Asset Management first reported a position in Wells Fargo in Q1 2022 and has held it in 13 quarters since.
  • WFA Asset Management's Wells Fargo position peaked at $424K in Q4 2024.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.