Castleview Partners’s Wells Fargo WFC Stock Holding History

Castleview 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	–	Sell	-168	Closed	-$11.8K	–	577
2024 Q4	$11.8K	Buy	+168	New	+$11.5K	0.01%	559
2024 Q3	–	Sell	-168	Closed	-$9.98K	–	927
2024 Q2	$9.98K	Hold	168	–	–	0.01%	523
2024 Q1	$9.74K	Hold	168	–	–	0.01%	542
2023 Q4	$8.27K	Hold	168	–	–	0.01%	530
2023 Q3	$6.86K	Hold	168	–	–	0.01%	453
2023 Q2	$7.17K	Hold	168	–	–	0.01%	466
2023 Q1	$6.28K	Hold	168	–	–	0.01%	475
2022 Q4	$6.94K	Hold	168	–	–	0.01%	413
2022 Q3	$7K	Buy	+168	New	+$7.22K	0.01%	426
2022 Q1	–	Sell	-19,239	Closed	-$401	–	1029
2021 Q4	$401	Buy	+19,239	New	+$947K	﹤0.01%	560
2018 Q1	$333K	Buy	+6,345	New	+$377K	0.28%	82

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

Castleview Partners's WFC Position: Q1 2025 in Review

Castleview Partners sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 168 shares — an estimated $11.8K sold.

Castleview Partners first reported a position in WFC in Q1 2018 and held it in 11 quarters. The position peaked at $333K in Q1 2018. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Castleview Partners reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 168 Wells Fargo shares in Q1 2025, an estimated $11.8K.
Castleview Partners first reported a position in Wells Fargo in Q1 2018 and held it in 11 quarters.
Castleview Partners's Wells Fargo position peaked at $333K in Q1 2018.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.