Bear Mountain Capital’s Wells Fargo WFC Stock Holding History

Bear Mountain Capital’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 Q4	–	Sell	-12	Closed	-$1.02K	–	326
2025 Q3	$1.02K	Buy	+12	New	+$973	﹤0.01%	163
2025 Q2	–	Sell	-12	Closed	-$858	–	340
2025 Q1	$858	Buy	+12	New	+$901	﹤0.01%	190

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bear Mountain Capital's WFC Position: Q4 2025 in Review

Bear Mountain Capital sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 12 shares — an estimated $1.02K sold.

Bear Mountain Capital first reported a position in WFC in Q1 2025 and held it in 2 quarters. The position peaked at $1.02K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Bear Mountain Capital reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Bear Mountain Capital sold 12 Wells Fargo shares in Q4 2025, an estimated $1.02K.
Bear Mountain Capital first reported a position in Wells Fargo in Q1 2025 and held it in 2 quarters.
Bear Mountain Capital's Wells Fargo position peaked at $1.02K in Q3 2025.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Bear Mountain Capital's 13F filing for Q4 2025, filed 22 Jan 2026.