Cyrus J. Lawrence’s Wells Fargo WFC Stock Holding History

Cyrus J. Lawrence’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	-945	Closed	-$66K	–	171
2024 Q4	$66K	Sell	945 -167	-15%	-$11.4K	0.01%	108
2024 Q3	$62K	Buy	1,112 +212	+24%	+$12K	0.01%	111
2024 Q2	$53K	Hold	900	–	–	0.01%	108
2024 Q1	$52K	Buy	+900	New	+$47.1K	0.01%	110
2023 Q3	$36K	Hold	900	–	–	0.01%	108
2023 Q2	$38K	Hold	900	–	–	0.01%	112
2023 Q1	$34K	Hold	900	–	–	0.01%	115
2022 Q4	$37K	Hold	900	–	–	0.01%	134
2022 Q3	$36K	Hold	900	–	–	0.01%	129
2022 Q2	$35K	Sell	900 -200	-18%	-$8.78K	0.01%	168
2022 Q1	$53K	Buy	+1,100	New	+$58.9K	0.01%	147

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cyrus J. Lawrence's WFC Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 945 shares — an estimated $66K sold.

Cyrus J. Lawrence first reported a position in WFC in Q1 2022 and held it in 11 quarters. The position peaked at $66K in Q4 2024. 2,557 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Cyrus J. Lawrence reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Cyrus J. Lawrence sold 945 Wells Fargo shares in Q1 2025, an estimated $66K.
Cyrus J. Lawrence first reported a position in Wells Fargo in Q1 2022 and held it in 11 quarters.
Cyrus J. Lawrence's Wells Fargo position peaked at $66K in Q4 2024.
2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.