FC
WFC icon

FORA Capital’s Wells Fargo WFC Stock Holding History

FORA 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
Q4 		– Sell
-7,800
Closed -$654K – 671
2025
Q3 		$654K Buy
+7,800
New +$633K 0.12% 229
2025
Q2 		– Sell
-12,890
Closed -$925K – 723
2025
Q1 		$925K Buy
+12,890
New +$968K 0.09% 238
2020
Q2 		– Sell
-216,426
Closed -$6.21M – 1355
2020
Q1 		$6.21M Buy
216,426
+195,441
+931% +$8.31M 1.34% 7
2019
Q4 		$1.13M Buy
+20,985
New +$1.1M 0.11% 235

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

FORA Capital's WFC Position: Q4 2025 in Review

FORA Capital sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 7,800 shares — an estimated $654K sold.

FORA Capital first reported a position in WFC in Q4 2019 and held it in 4 quarters. The position peaked at $6.21M in Q1 2020. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • FORA Capital reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 7,800 Wells Fargo shares in Q4 2025, an estimated $654K.
  • FORA Capital first reported a position in Wells Fargo in Q4 2019 and held it in 4 quarters.
  • FORA Capital's Wells Fargo position peaked at $6.21M in Q1 2020.
  • 2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.