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Catalina Capital Group’s Wells Fargo WFC Stock Holding History

Catalina Capital Group’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
-3,554
Closed -$255K – 206
2025
Q1 		$255K Sell
3,554
-7,115
-67% -$534K 0.17% 129
2024
Q4 		$749K Buy
10,669
+783
+8% +$53.5K 0.25% 79
2024
Q3 		$558K Buy
9,886
+168
+2% +$9.5K 0.19% 112
2024
Q2 		$577K Buy
9,718
+2,051
+27% +$121K 0.22% 95
2024
Q1 		$444K Buy
+7,667
New +$401K 0.18% 121

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

Catalina Capital Group's WFC Position: Q2 2025 in Review

Catalina Capital Group sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 3,554 shares — an estimated $255K sold.

Catalina Capital Group first reported a position in WFC in Q1 2024 and held it in 5 quarters. The position peaked at $749K in Q4 2024. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Catalina Capital Group reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Catalina Capital Group sold 3,554 Wells Fargo shares in Q2 2025, an estimated $255K.
  • Catalina Capital Group first reported a position in Wells Fargo in Q1 2024 and held it in 5 quarters.
  • Catalina Capital Group's Wells Fargo position peaked at $749K in Q4 2024.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Catalina Capital Group's 13F filing for Q2 2025, filed 21 Jul 2025.