BOLTON SECURITIES CORPORATION’s Wells Fargo WFC Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$2.71M	Buy	+37,772	New	+$2.84M	0.16%	168

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WFC Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Wells Fargo (WFC) in Q1 2025: 37,772 shares worth $2.71M. The stake represents 0.16% of the portfolio and ranks #168 among its holdings.

2,564 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

BOLTON SECURITIES CORPORATION held 37,772 shares of Wells Fargo worth $2.71M as of Q1 2025.
Wells Fargo was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Wells Fargo made up 0.16% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #168 holding.
2,564 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.