Gagnon Securities’s Wells Fargo WFC Stock Holding History

Gagnon Securities’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	-1,925	Closed	-$138K	–	97
2025 Q1	$138K	Sell	1,925 -1,131	-37%	-$84.9K	0.03%	91
2024 Q4	$215K	Hold	3,056	–	–	0.04%	83
2024 Q3	$173K	Buy	+3,056	New	+$173K	0.03%	90
2024 Q2	–	Sell	-13,056	Closed	-$757K	–	99
2024 Q1	$757K	Hold	13,056	–	–	0.18%	54
2023 Q4	$643K	Hold	13,056	–	–	0.15%	54
2023 Q3	$533K	Hold	13,056	–	–	0.13%	54
2023 Q2	$557K	Hold	13,056	–	–	0.12%	57
2023 Q1	$488K	Sell	13,056 -3,602	-22%	-$157K	0.1%	66
2022 Q4	$667K	Buy	16,658 +3,602	+28%	+$159K	0.15%	55
2022 Q3	$525K	Hold	13,056	–	–	0.12%	64
2022 Q2	$511K	Hold	13,056	–	–	0.11%	64
2022 Q1	$633K	Hold	13,056	–	–	0.1%	68
2021 Q4	$626K	Hold	13,056	–	–	0.09%	60
2021 Q3	$606K	Hold	13,056	–	–	0.09%	72
2021 Q2	$591K	Hold	13,056	–	–	0.08%	68
2021 Q1	$510K	Buy	+13,056	New	+$462K	0.08%	72
2020 Q2	–	Sell	-4,725	Closed	-$136K	–	100
2020 Q1	$136K	Hold	4,725	–	–	0.05%	79
2019 Q4	$254K	Sell	4,725 -438	-8%	-$22.9K	0.06%	83
2019 Q3	$260K	Hold	5,163	–	–	0.06%	81
2019 Q2	$244K	Hold	5,163	–	–	0.05%	88
2019 Q1	$249K	Hold	5,163	–	–	0.05%	91
2018 Q4	$238K	Buy	5,163 +163	+3%	+$8.35K	0.06%	80
2018 Q3	$263K	Buy	+5,000	New	+$285K	0.06%	85

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gagnon Securities's WFC Position: Q2 2025 in Review

Gagnon Securities sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 1,925 shares — an estimated $138K sold.

Gagnon Securities first reported a position in WFC in Q3 2018 and held it in 23 quarters. The position peaked at $757K in Q1 2024. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Gagnon Securities reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Gagnon Securities sold 1,925 Wells Fargo shares in Q2 2025, an estimated $138K.
Gagnon Securities first reported a position in Wells Fargo in Q3 2018 and held it in 23 quarters.
Gagnon Securities's Wells Fargo position peaked at $757K in Q1 2024.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Gagnon Securities's 13F filing for Q2 2025, filed 23 Jul 2025.