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Belmont Capital’s Wells Fargo WFC Stock Holding History

Belmont 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
Q2 		$532K Hold
6,638
– – 0.08% 68
2025
Q1 		$477K Sell
6,638
-52
-0.8% -$3.9K 0.09% 70
2024
Q4 		$470K Sell
6,690
-100
-1% -$6.83K 0.08% 51
2024
Q3 		$384K Hold
6,790
– – 0.06% 85
2024
Q2 		$403K Buy
6,790
+2,085
+44% +$123K 0.08% 86
2024
Q1 		$273K Sell
4,705
-4,499
-49% -$235K 0.07% 78
2023
Q4 		$453K Buy
9,204
+4,425
+93% +$191K 0.19% 51
2023
Q3 		$195K Buy
4,779
+3,733
+357% +$161K 0.11% 67
2023
Q2 		$44.6K Buy
1,046
+492
+89% +$19.8K 0.03% 71
2023
Q1 		$20.7K Hold
554
– – 0.02% 64
2022
Q4 		$23K Hold
554
– – 0.02% 62
2022
Q3 		$22K Buy
+554
New +$23.8K 0.03% 50

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Belmont Capital's WFC Position: Q2 2025 in Review

Belmont Capital held its Wells Fargo (WFC) position steady in Q2 2025 at 6,638 shares worth $532K. The position accounts for 0.08% of the portfolio, ranked #68.

Belmont Capital first reported a position in WFC in Q3 2022 and has held it in 12 quarters since. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Belmont Capital held 6,638 shares of Wells Fargo worth $532K as of Q2 2025.
  • Belmont Capital left its Wells Fargo share count unchanged in Q2 2025.
  • Wells Fargo made up 0.08% of Belmont Capital's portfolio in Q2 2025, its #68 holding.
  • Belmont Capital first reported a position in Wells Fargo in Q3 2022 and has held it in 12 quarters since.
  • 2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.