Cable Hill Partners’s Wells Fargo WFC Stock Holding History

Cable Hill Partners’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	$433K	Buy	6,103 +15	+0.2%	+$1.13K	0.04%	104
2024 Q4	$428K	Buy	6,088 +1,790	+42%	+$122K	0.04%	101
2024 Q3	$243K	Buy	4,298 +732	+21%	+$41.4K	0.02%	198
2024 Q2	$212K	Buy	+3,566	New	+$211K	0.02%	198
2019 Q3	–	Sell	-4,448	Closed	-$210K	–	116
2019 Q2	$210K	Sell	4,448 -709	-14%	-$33.2K	0.07%	102
2019 Q1	$249K	Sell	5,157 -2,090	-29%	-$103K	0.08%	96
2018 Q4	$334K	Buy	7,247 +5,559	+329%	+$285K	0.13%	72
2018 Q3	$91K	Buy	1,688 +9	+0.5%	+$514	0.04%	117
2018 Q2	$93K	Sell	1,679 -2,480	-60%	-$133K	0.04%	125
2018 Q1	$218K	Sell	4,159 -774	-16%	-$46K	0.09%	65
2017 Q4	$307K	Sell	4,933 -451	-8%	-$25.5K	0.13%	58
2017 Q3	$297K	Buy	5,384 +3,538	+192%	+$188K	0.14%	55
2017 Q2	$103K	Hold	1,846	–	–	0.06%	88
2017 Q1	$102K	Sell	1,846 -494	-21%	-$28K	0.05%	89
2016 Q4	$129K	Sell	2,340 -254	-10%	-$12.8K	0.06%	78
2016 Q3	$117K	Buy	2,594 +247	+11%	+$11.8K	0.08%	84
2016 Q2	$111K	Sell	2,347 -225	-9%	-$11K	0.08%	79
2016 Q1	$125K	Sell	2,572 -548	-18%	-$26.8K	0.09%	60
2015 Q4	$171K	Hold	3,120	–	–	0.12%	46
2015 Q3	$162K	Sell	3,120 -123	-4%	-$6.76K	0.13%	46
2015 Q2	$186K	Buy	3,243 +37	+1%	+$2.06K	0.14%	42
2015 Q1	$173K	Sell	3,206 -910	-22%	-$49.2K	0.13%	46
2014 Q4	$225K	Buy	+4,116	New	+$218K	0.22%	28

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Cable Hill Partners's WFC Position: Q1 2025 in Review

Cable Hill Partners increased its Wells Fargo (WFC) stake by 0.25% in Q1 2025, buying an estimated $1.13K and bringing the position to 6,103 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #104.

Cable Hill Partners first reported a position in WFC in Q4 2014 and has held it in 23 quarters since. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Cable Hill Partners held 6,103 shares of Wells Fargo worth $433K as of Q1 2025.
Cable Hill Partners bought 15 Wells Fargo shares in Q1 2025, an estimated $1.13K.
Wells Fargo made up 0.04% of Cable Hill Partners's portfolio in Q1 2025, its #104 holding.
Cable Hill Partners first reported a position in Wells Fargo in Q4 2014 and has held it in 23 quarters since.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Cable Hill Partners's 13F filing for Q1 2025, filed 2 May 2025.