Azora Capital LP’s Wells Fargo WFC Stock Holding History

Azora Capital LP’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	-648,932	Closed	-$45.6M	–	64
2024 Q4	$45.6M	Buy	+648,932	New	+$44.3M	2.05%	16
2024 Q1	–	Sell	-396,490	Closed	-$19.5M	–	67
2023 Q4	$19.5M	Sell	396,490 -69,609	-15%	-$3M	1.68%	24
2023 Q3	$19M	Buy	+466,099	New	+$20.1M	2.03%	19
2022 Q4	–	Sell	-838,647	Closed	-$33.7M	–	48
2022 Q3	$33.7M	Buy	838,647 +521,559	+164%	+$22.4M	5.01%	5
2022 Q2	$12.4M	Buy	317,088 +173,581	+121%	+$7.62M	3.04%	13
2022 Q1	$6.95M	Buy	+143,507	New	+$7.68M	1.16%	29
2021 Q2	–	Sell	-811,619	Closed	-$31.7M	–	52
2021 Q1	$31.7M	Buy	+811,619	New	+$28.7M	3.98%	8
2020 Q4	–	Sell	-323,540	Closed	-$8.38M	–	62
2020 Q3	$7.61M	Buy	+323,540	New	+$7.97M	0.96%	30
2020 Q1	–	Sell	-639,927	Closed	-$34.4M	–	46
2019 Q4	$34.4M	Buy	+639,927	New	+$33.5M	4.89%	7
2018 Q3	–	Sell	-1,406,538	Closed	-$78M	–	47
2018 Q2	$78M	Buy	1,406,538 +1,005,182	+250%	+$53.9M	12.3%	1
2018 Q1	$21M	Buy	401,356 +100,528	+33%	+$5.97M	5.84%	7
2017 Q4	$18.3M	Buy	+300,828	New	+$17M	5.3%	7

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

Azora Capital LP's WFC Position: Q1 2025 in Review

Azora Capital LP sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 648,932 shares — an estimated $45.6M sold.

Azora Capital LP first reported a position in WFC in Q4 2017 and held it in 12 quarters. The position peaked at $78M in Q2 2018. 2,557 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Azora Capital LP reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Azora Capital LP sold 648,932 Wells Fargo shares in Q1 2025, an estimated $45.6M.
Azora Capital LP first reported a position in Wells Fargo in Q4 2017 and held it in 12 quarters.
Azora Capital LP's Wells Fargo position peaked at $78M in Q2 2018.
2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Azora Capital LP's 13F filing for Q1 2025, filed 15 May 2025.