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Defender Capital’s Wells Fargo WFC Stock Holding History

Defender Capital’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
Q3 		– Sell
-7,250
Closed -$581K – 39
2025
Q2 		$581K Hold
7,250
– – 0.2% 26
2025
Q1 		$521K Buy
+7,250
New +$544K 0.21% 23
2023
Q4 		– Sell
-5,893
Closed -$241K – 41
2023
Q3 		$241K Hold
5,893
– – 0.09% 34
2023
Q2 		$252K Hold
5,893
– – 0.09% 33
2023
Q1 		$220K Buy
5,893
+819
+16% +$35.7K 0.08% 33
2022
Q4 		$210K Hold
5,074
– – 0.08% 31
2022
Q3 		$204K Buy
+5,074
New +$218K 0.08% 29
2022
Q2 		– Sell
-5,074
Closed -$246K – 40
2022
Q1 		$246K Buy
+5,074
New +$272K 0.09% 33

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Wellington Management Group
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Bank of America
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return