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Carderock Capital Management’s Wells Fargo WFC Stock Holding History

Carderock Capital Management’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
Q3 		– Sell
-1,100
Closed -$88.1K – 129
2025
Q2 		$88.1K Buy
+1,100
New +$79.3K 0.02% 93
2023
Q2 		– Sell
-1,400
Closed -$52.3K – 121
2023
Q1 		$52.3K Buy
+1,400
New +$61K 0.02% 99
2016
Q4 		– Sell
-24,551
Closed -$1.09M – 82
2016
Q3 		$1.09M Sell
24,551
-12,874
-34% -$616K 0.54% 52
2016
Q2 		$1.77M Sell
37,425
-485
-1% -$23.6K 0.94% 44
2016
Q1 		$1.83M Buy
37,910
+238
+0.6% +$11.7K 0.94% 45
2015
Q4 		$2.05M Buy
37,672
+19,725
+110% +$1.07M 1.07% 39
2015
Q3 		$922K Buy
17,947
+897
+5% +$49.3K 0.51% 52
2015
Q2 		$959K Buy
17,050
+7,931
+87% +$442K 0.48% 56
2015
Q1 		$496K Buy
9,119
+2,559
+39% +$138K 0.24% 72
2014
Q4 		$360K Buy
6,560
+159
+2% +$8.42K 0.18% 76
2014
Q3 		$332K Buy
+6,401
New +$329K 0.17% 79
2014
Q2 		– Sell
-811
Closed -$40K – 196
2014
Q1 		$40K Buy
+811
New +$37.8K 0.02% 149

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Carderock Capital Management's WFC Position: Q3 2025 in Review

Carderock Capital Management sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 1,100 shares — an estimated $88.1K sold.

Carderock Capital Management first reported a position in WFC in Q1 2014 and held it in 12 quarters. The position peaked at $2.05M in Q4 2015. 2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Carderock Capital Management reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Carderock Capital Management sold 1,100 Wells Fargo shares in Q3 2025, an estimated $88.1K.
  • Carderock Capital Management first reported a position in Wells Fargo in Q1 2014 and held it in 12 quarters.
  • Carderock Capital Management's Wells Fargo position peaked at $2.05M in Q4 2015.
  • 2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.