Chesapeake Asset Management’s Wells Fargo WFC Stock Holding History

Chesapeake Asset 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 Q2	–	Sell	-30	Closed	-$2.15K	–	542
2025 Q1	$2.15K	Buy	30 +5	+20%	+$375	﹤0.01%	315
2024 Q4	$1.76K	Hold	25	–	–	﹤0.01%	296
2024 Q3	$1.41K	Sell	25 -38	-60%	-$2.15K	﹤0.01%	290
2024 Q2	$3.74K	Hold	63	–	–	﹤0.01%	263
2024 Q1	$3.65K	Hold	63	–	–	﹤0.01%	262
2023 Q4	$3.1K	Hold	63	–	–	﹤0.01%	336
2023 Q3	$2.57K	Hold	63	–	–	﹤0.01%	360
2023 Q2	$2.69K	Hold	63	–	–	﹤0.01%	346
2023 Q1	$2.35K	Buy	+63	New	+$2.75K	﹤0.01%	351

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Chesapeake Asset Management's WFC Position: Q2 2025 in Review

Chesapeake Asset Management sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 30 shares — an estimated $2.15K sold.

Chesapeake Asset Management first reported a position in WFC in Q1 2023 and held it in 9 quarters. The position peaked at $3.74K in Q2 2024. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Chesapeake Asset Management reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Chesapeake Asset Management sold 30 Wells Fargo shares in Q2 2025, an estimated $2.15K.
Chesapeake Asset Management first reported a position in Wells Fargo in Q1 2023 and held it in 9 quarters.
Chesapeake Asset Management's Wells Fargo position peaked at $3.74K in Q2 2024.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.