Churchill Management’s Wells Fargo WFC Stock Holding History

Churchill 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	$20.4M	Buy	254,395 +3,409	+1%	+$246K	0.22%	38
2025 Q1	$18M	Buy	+250,986	New	+$18.8M	0.23%	33
2023 Q3	–	Sell	-289,331	Closed	-$12.3M	–	162
2023 Q2	$12.3M	Sell	289,331 -882	-0.3%	-$35.5K	0.21%	50
2023 Q1	$10.8M	Sell	290,213 -1,057	-0.4%	-$46.1K	0.22%	57
2022 Q4	$12M	Sell	291,270 -21,818	-7%	-$966K	0.29%	45
2022 Q3	$12.6M	Buy	313,088 +369	+0.1%	+$15.9K	0.34%	35
2022 Q2	$12.2M	Buy	312,719 +3,773	+1%	+$166K	0.31%	41
2022 Q1	$15M	Buy	308,946 +15,981	+5%	+$855K	0.26%	37
2021 Q4	$14.1M	Buy	292,965 +4,493	+2%	+$221K	0.2%	58
2021 Q3	$13.4M	Buy	288,472 +6,925	+2%	+$321K	0.2%	53
2021 Q2	$12.8M	Buy	281,547 +8,091	+3%	+$361K	0.19%	66
2021 Q1	$10.7M	Buy	+273,456	New	+$9.68M	0.18%	74
2018 Q2	–	Sell	-25,841	Closed	-$1.35M	–	141
2018 Q1	$1.35M	Sell	25,841 -18,763	-42%	-$1.11M	0.04%	107
2017 Q4	$2.71M	Buy	+44,604	New	+$2.52M	0.06%	94
2017 Q2	–	Sell	-382,589	Closed	-$21.3M	–	139
2017 Q1	$21.3M	Buy	382,589 +19,271	+5%	+$1.09M	0.6%	33
2016 Q4	$20M	Buy	+363,318	New	+$18.3M	0.67%	25

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

Churchill Management's WFC Position: Q2 2025 in Review

Churchill Management increased its Wells Fargo (WFC) stake by 1.4% in Q2 2025, buying an estimated $246K and bringing the position to 254,395 shares worth $20.4M. The position accounts for 0.22% of the portfolio, ranked #38.

Churchill Management first reported a position in WFC in Q4 2016 and has held it in 16 quarters since. The position peaked at $21.3M in Q1 2017. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Churchill Management held 254,395 shares of Wells Fargo worth $20.4M as of Q2 2025.
Churchill Management bought 3,409 Wells Fargo shares in Q2 2025, an estimated $246K.
Wells Fargo made up 0.22% of Churchill Management's portfolio in Q2 2025, its #38 holding.
Churchill Management first reported a position in Wells Fargo in Q4 2016 and has held it in 16 quarters since.
Churchill Management's Wells Fargo position peaked at $21.3M in Q1 2017.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.