A detailed history of Trek Financial, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Trek Financial, LLC holds 12,502 shares of WFC stock, worth $1.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,502
Previous 7,891 58.43%
Holding current value
$1.04 Million
Previous $632,000 65.66%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$77.05 - $85.16 $355,277 - $392,672
4,611 Added 58.43%
12,502 $1.05 Million
Q2 2025

Aug 13, 2025

BUY
$60.98 - $80.12 $82,079 - $107,841
1,346 Added 20.57%
7,891 $632,000
Q1 2025

Apr 30, 2025

BUY
$66.78 - $81.42 $437,075 - $532,893
6,545 New
6,545 $469,000
Q2 2024

Aug 12, 2024

BUY
$56.41 - $62.34 $241,265 - $266,628
4,277 New
4,277 $254,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $317B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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