A detailed history of Whalen Wealth Management Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 13,857 shares of WFC stock, worth $1.16 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
13,857
Previous 5,799 138.95%
Holding current value
$1.16 Million
Previous $486 Million 165.7%
% of portfolio
0.69%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
$77.62 - $87.3 $625,461 - $703,463
8,058 Added 138.95%
13,857 $1.29 Billion
Q3 2025

Oct 09, 2025

BUY
$77.05 - $85.16 $446,812 - $493,842
5,799 New
5,799 $486 Million

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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