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Edge Capital Group’s Wells Fargo WFC Stock Holding History

Edge Capital Group’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
2024
Q4 		$925K Buy
13,171
+879
+7% +$60K 0.04% 173
2024
Q3 		$694K Sell
12,292
-559
-4% -$31.6K 0.03% 196
2024
Q2 		$763K Sell
12,851
-2,828
-18% -$167K 0.04% 183
2024
Q1 		$909K Buy
15,679
+294
+2% +$15.4K 0.05% 175
2023
Q4 		$757K Sell
15,385
-337
-2% -$14.5K 0.04% 185
2023
Q3 		$642K Buy
15,722
+11
+0.1% +$475 0.04% 175
2023
Q2 		$671K Sell
15,711
-535
-3% -$21.5K 0.04% 198
2023
Q1 		$607K Sell
16,246
-952
-6% -$41.5K 0.04% 196
2022
Q4 		$710K Buy
17,198
+4,818
+39% +$213K 0.05% 162
2022
Q3 		$498K Sell
12,380
-278
-2% -$11.9K 0.04% 186
2022
Q2 		$496K Buy
12,658
+851
+7% +$37.3K 0.04% 192
2022
Q1 		$572K Buy
11,807
+94
+0.8% +$5.03K 0.04% 185
2021
Q4 		$562K Hold
11,713
– – 0.04% 187
2021
Q3 		$544K Sell
11,713
-3,151
-21% -$146K 0.04% 176
2021
Q2 		$673K Sell
14,864
-391
-3% -$17.5K 0.05% 166
2021
Q1 		$596K Sell
15,255
-198
-1% -$7.01K 0.05% 168
2020
Q4 		$466K Sell
15,453
-7,496
-33% -$194K 0.04% 174
2020
Q3 		$540K Buy
22,949
+25
+0.1% +$616 0.05% 152
2020
Q2 		$587K Sell
22,924
-598
-3% -$16.4K 0.06% 143
2020
Q1 		$675K Buy
23,522
+1,067
+5% +$45.4K 0.08% 131
2019
Q4 		$1.21M Buy
22,455
+7
+0% +$367 0.12% 108
2019
Q3 		$1.13M Sell
22,448
-262
-1% -$12.3K 0.11% 109
2019
Q2 		$1.07M Sell
22,710
-9,959
-30% -$466K 0.1% 121
2019
Q1 		$1.58M Buy
32,669
+17,605
+117% +$866K 0.16% 97
2018
Q4 		$694K Buy
+15,064
New +$772K 0.08% 136

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Edge Capital Group's WFC Position: Q4 2024 in Review

Edge Capital Group increased its Wells Fargo (WFC) stake by 7.2% in Q4 2024, buying an estimated $60K and bringing the position to 13,171 shares worth $925K. The position accounts for 0.04% of the portfolio, ranked #173.

Edge Capital Group first reported a position in WFC in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.58M in Q1 2019. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Edge Capital Group held 13,171 shares of Wells Fargo worth $925K as of Q4 2024.
  • Edge Capital Group bought 879 Wells Fargo shares in Q4 2024, an estimated $60K.
  • Wells Fargo made up 0.04% of Edge Capital Group's portfolio in Q4 2024, its #173 holding.
  • Edge Capital Group first reported a position in Wells Fargo in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Wells Fargo position peaked at $1.58M in Q1 2019.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.