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Crestline Management’s Wells Fargo WFC Stock Holding History

Crestline 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
Q1 		– Sell
-49,564
Closed -$3.48M – 647
2024
Q4 		$3.48M Buy
49,564
+22,495
+83% +$1.54M 0.12% 202
2024
Q3 		$1.53M Buy
+27,069
New +$1.53M 0.08% 220
2024
Q1 		– Sell
-122,489
Closed -$6.03M – 232
2023
Q4 		$6.03M Sell
122,489
-47,511
-28% -$2.05M 0.51% 70
2023
Q3 		$6.95M Buy
170,000
+80,254
+89% +$3.46M 0.81% 43
2023
Q2 		$3.83M Sell
89,746
-210,000
-70% -$8.45M 0.4% 76
2023
Q1 		$11.2M Buy
299,746
+280,210
+1,434% +$12.2M 1.33% 11
2022
Q4 		$807K Sell
19,536
-239,801
-92% -$10.6M 0.12% 124
2022
Q3 		$10.4M Buy
259,337
+22,420
+9% +$963K 1.41% 8
2022
Q2 		$9.28M Buy
236,917
+84,917
+56% +$3.73M 1.21% 12
2022
Q1 		$7.37M Buy
152,000
+27,000
+22% +$1.45M 0.88% 15
2021
Q4 		$6M Buy
125,000
+100,203
+404% +$4.93M 0.45% 46
2021
Q3 		$1.15M Sell
24,797
-145,203
-85% -$6.72M 0.11% 125
2021
Q2 		$7.7M Buy
+170,000
New +$7.59M 0.66% 12
2020
Q1 		– Sell
-156,000
Closed -$8.39M – 66
2019
Q4 		$8.39M Buy
+156,000
New +$8.17M 1.09% 22
2019
Q3 		– Sell
-21,332
Closed -$1.01M – 109
2019
Q2 		$1.01M Buy
+21,332
New +$998K 0.14% 60

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crestline Management's WFC Position: Q1 2025 in Review

Crestline Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 49,564 shares — an estimated $3.48M sold.

Crestline Management first reported a position in WFC in Q2 2019 and held it in 15 quarters. The position peaked at $11.2M in Q1 2023. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Crestline Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 49,564 Wells Fargo shares in Q1 2025, an estimated $3.48M.
  • Crestline Management first reported a position in Wells Fargo in Q2 2019 and held it in 15 quarters.
  • Crestline Management's Wells Fargo position peaked at $11.2M in Q1 2023.
  • 2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.