Banco BTG Pactual’s Wells Fargo WFC Stock Holding History

Banco BTG Pactual’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 Q2	–	Sell	-30,000	Closed	-$2.15M	–	240
2025 Q1	$2.15M	Buy	30,000 +1,889	+7%	+$142K	0.53%	53
2024 Q4	$1.97M	Buy	+28,111	New	+$1.92M	0.46%	49
2020 Q3	–	Sell	-30,084	Closed	-$770K	–	81
2020 Q2	$770K	Buy	+30,084	New	+$823K	0.32%	22
2019 Q1	–	Sell	-60,000	Closed	-$2.75M	–	77
2018 Q4	$2.75M	Buy	+60,000	New	+$3.07M	2.04%	13
2018 Q3	–	Sell	-76,848	Closed	-$4.26M	–	59
2018 Q2	$4.26M	Sell	76,848 -40,000	-34%	-$2.14M	2.55%	5
2018 Q1	$6.12M	Buy	+116,848	New	+$6.94M	1.83%	12
2016 Q1	–	Sell	-3,931	Closed	-$214K	–	63
2015 Q4	$214K	Buy	+3,931	New	+$213K	0.98%	19

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Banco BTG Pactual's WFC Position: Q2 2025 in Review

Banco BTG Pactual sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 30,000 shares — an estimated $2.15M sold.

Banco BTG Pactual first reported a position in WFC in Q4 2015 and held it in 7 quarters. The position peaked at $6.12M in Q1 2018. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Banco BTG Pactual reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Banco BTG Pactual sold 30,000 Wells Fargo shares in Q2 2025, an estimated $2.15M.
Banco BTG Pactual first reported a position in Wells Fargo in Q4 2015 and held it in 7 quarters.
Banco BTG Pactual's Wells Fargo position peaked at $6.12M in Q1 2018.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Banco BTG Pactual's 13F filing for Q2 2025, filed 14 Aug 2025.