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Beck Bode LLC’s Wells Fargo WFC Stock Holding History

Beck Bode LLC’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
-22,698
Closed -$1.63M – 131
2025
Q1 		$1.63M Buy
+22,698
New +$1.7M 0.3% 44
2021
Q3 		– Sell
-681
Closed -$31K – 312
2021
Q2 		$31K Buy
+681
New +$30.4K 0.01% 163
2020
Q4 		– Sell
-1,150
Closed -$27K – 281
2020
Q3 		$27K Buy
+1,150
New +$28.3K 0.01% 149

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beck Bode LLC's WFC Position: Q2 2025 in Review

Beck Bode LLC sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 22,698 shares — an estimated $1.63M sold.

Beck Bode LLC first reported a position in WFC in Q3 2020 and held it in 3 quarters. The position peaked at $1.63M in Q1 2025. 2,630 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Beck Bode LLC reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Beck Bode LLC sold 22,698 Wells Fargo shares in Q2 2025, an estimated $1.63M.
  • Beck Bode LLC first reported a position in Wells Fargo in Q3 2020 and held it in 3 quarters.
  • Beck Bode LLC's Wells Fargo position peaked at $1.63M in Q1 2025.
  • 2,630 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Beck Bode LLC's 13F filing for Q2 2025, filed 8 Aug 2025.