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Adero Partners’s Wells Fargo WFC Stock Holding History

Adero Partners’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 		$3.11M Buy
43,279
+297
+0.7% +$22.3K 0.2% 47
2024
Q4 		$3.02M Buy
42,982
+5,974
+16% +$408K 0.19% 49
2024
Q3 		$2.09M Buy
37,008
+244
+0.7% +$13.8K 0.14% 58
2024
Q2 		$2.18M Buy
36,764
+148
+0.4% +$8.74K 0.16% 54
2024
Q1 		$2.12M Buy
36,616
+13,763
+60% +$720K 0.16% 60
2023
Q4 		$1.12M Sell
22,853
-14,297
-38% -$617K 0.1% 73
2023
Q3 		$1.52M Sell
37,150
-12,094
-25% -$522K 0.15% 62
2023
Q2 		$2.1M Buy
49,244
+29,663
+151% +$1.19M 0.21% 53
2023
Q1 		$732K Sell
19,581
-123
-0.6% -$5.36K 0.08% 81
2022
Q4 		$814K Buy
19,704
+3,996
+25% +$177K 0.1% 73
2022
Q3 		$710K Sell
15,708
-54
-0.3% -$2.32K 0.09% 78
2022
Q2 		$616K Sell
15,762
-2,688
-15% -$118K 0.09% 80
2022
Q1 		$894K Buy
18,450
+1,880
+11% +$101K 0.13% 69
2021
Q4 		$795K Hold
16,570
– – 0.13% 74
2021
Q3 		$769K Buy
16,570
+180
+1% +$8.33K 0.14% 70
2021
Q2 		$742K Sell
16,390
-1,878
-10% -$83.9K 0.17% 62
2021
Q1 		$714K Buy
+18,268
New +$647K 0.32% 52
2020
Q1 		– Sell
-44,729
Closed -$2.41M – 91
2019
Q4 		$2.41M Buy
+44,729
New +$2.34M 2.7% 8

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Adero Partners's WFC Position: Q1 2025 in Review

Adero Partners increased its Wells Fargo (WFC) stake by 0.69% in Q1 2025, buying an estimated $22.3K and bringing the position to 43,279 shares worth $3.11M. The position accounts for 0.2% of the portfolio, ranked #47.

Adero Partners first reported a position in WFC in Q4 2019 and has held it in 18 quarters since. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Adero Partners held 43,279 shares of Wells Fargo worth $3.11M as of Q1 2025.
  • Adero Partners bought 297 Wells Fargo shares in Q1 2025, an estimated $22.3K.
  • Wells Fargo made up 0.2% of Adero Partners's portfolio in Q1 2025, its #47 holding.
  • Adero Partners first reported a position in Wells Fargo in Q4 2019 and has held it in 18 quarters since.
  • 2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.