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Cutter & Co Brokerage’s Wells Fargo WFC Stock Holding History

Cutter & Co Brokerage’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
-4,803
Closed -$345K – 176
2025
Q1 		$345K Sell
4,803
-64
-1% -$4.8K 0.08% 124
2024
Q4 		$342K Sell
4,867
-107
-2% -$7.3K 0.08% 125
2024
Q3 		$281K Buy
4,974
+114
+2% +$6.45K 0.06% 150
2024
Q2 		$289K Buy
4,860
+8
+0.2% +$472 0.07% 148
2024
Q1 		$281K Sell
4,852
-59
-1% -$3.09K 0.07% 150
2023
Q4 		$242K Sell
4,911
-756
-13% -$32.6K 0.07% 156
2023
Q3 		$232K Sell
5,667
-1,999
-26% -$86.3K 0.07% 163
2023
Q2 		$327K Buy
7,666
+1,374
+22% +$55.3K 0.1% 131
2023
Q1 		$235K Sell
6,292
-8,063
-56% -$351K 0.07% 172
2022
Q4 		$593K Buy
+14,355
New +$635K 0.2% 83
2021
Q1 		– Sell
-28,928
Closed -$873K – 311
2020
Q4 		$873K Buy
+28,928
New +$749K 0.23% 95

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

Cutter & Co Brokerage's WFC Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 4,803 shares — an estimated $345K sold.

Cutter & Co Brokerage first reported a position in WFC in Q4 2020 and held it in 11 quarters. The position peaked at $873K in Q4 2020. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 4,803 Wells Fargo shares in Q2 2025, an estimated $345K.
  • Cutter & Co Brokerage first reported a position in Wells Fargo in Q4 2020 and held it in 11 quarters.
  • Cutter & Co Brokerage's Wells Fargo position peaked at $873K in Q4 2020.
  • 2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.