Altrafin AG’s Wells Fargo WFC Stock Holding History

Altrafin AG’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	–	Sell	-54,600	Closed	-$3.84M	–	49
2024 Q4	$3.84M	Sell	54,600 -3,300	-6%	-$225K	1.33%	24
2024 Q3	$3.27M	Sell	57,900 -5,300	-8%	-$300K	1.18%	26
2024 Q2	$3.75M	Sell	63,200 -25,100	-28%	-$1.48M	1.39%	23
2024 Q1	$5.12M	Sell	88,300 -260	-0.3%	-$13.6K	1.85%	19
2023 Q4	$4.36M	Sell	88,560 -620	-0.7%	-$26.8K	1.68%	24
2023 Q3	$3.64M	Sell	89,180 -220	-0.2%	-$9.5K	1.59%	24
2023 Q2	$3.82M	Buy	89,400 +10	+0%	+$403	1.71%	23
2023 Q1	$3.34M	Buy	89,390 +4,727	+6%	+$206K	1.64%	25
2022 Q4	$3.5M	Sell	84,663 -3,022	-3%	-$134K	2.05%	20
2022 Q3	$3.53M	Buy	87,685 +10,000	+13%	+$430K	2.11%	19
2022 Q2	$3.04M	Buy	77,685 +30,264	+64%	+$1.33M	1.64%	23
2022 Q1	$2.3M	Buy	47,421 +1,600	+3%	+$85.6K	0.9%	35
2021 Q4	$2.2M	Buy	+45,821	New	+$2.26M	0.79%	39

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 $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Altrafin AG's WFC Position: Q1 2025 in Review

Altrafin AG sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 54,600 shares — an estimated $3.84M sold.

Altrafin AG first reported a position in WFC in Q4 2021 and held it in 13 quarters. The position peaked at $5.12M in Q1 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Altrafin AG reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Altrafin AG sold 54,600 Wells Fargo shares in Q1 2025, an estimated $3.84M.
Altrafin AG first reported a position in Wells Fargo in Q4 2021 and held it in 13 quarters.
Altrafin AG's Wells Fargo position peaked at $5.12M in Q1 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Altrafin AG's 13F filing for Q1 2025, filed 17 Feb 2026.