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Applied Finance Capital Management’s Wells Fargo WFC Stock Holding History

Applied Finance Capital Management’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
Q3 		– Sell
-34,207
Closed -$2.74M – 327
2025
Q2 		$2.74M Buy
+34,207
New +$2.47M 0.19% 60
2024
Q4 		– Sell
-34,010
Closed -$1.92M – 333
2024
Q3 		$1.92M Sell
34,010
-556
-2% -$31.4K 0.08% 71
2024
Q2 		$2.05M Buy
+34,566
New +$2.04M 0.09% 64

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Applied Finance Capital Management's WFC Position: Q3 2025 in Review

Applied Finance Capital Management sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 34,207 shares — an estimated $2.74M sold.

Applied Finance Capital Management first reported a position in WFC in Q2 2024 and held it in 3 quarters. The position peaked at $2.74M in Q2 2025. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Applied Finance Capital Management reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 34,207 Wells Fargo shares in Q3 2025, an estimated $2.74M.
  • Applied Finance Capital Management first reported a position in Wells Fargo in Q2 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's Wells Fargo position peaked at $2.74M in Q2 2025.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Applied Finance Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.