GKFF
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George Kaiser Family Foundation’s Wells Fargo WFC Stock Holding History

George Kaiser Family Foundation’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
2020
Q1 		– Sell
-35,113
Closed -$1.89M – 30
2019
Q4 		$1.89M Hold
35,113
– – 0.58% 11
2019
Q3 		$1.77M Hold
35,113
– – 0.63% 11
2019
Q2 		$1.66M Buy
35,113
+9,629
+38% +$450K 0.58% 12
2019
Q1 		$1.23M Hold
25,484
– – 0.43% 17
2018
Q4 		$1.17M Buy
+25,484
New +$1.31M 0.4% 15

Other funds holding WFC

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

George Kaiser Family Foundation's WFC Position: Q1 2020 in Review

George Kaiser Family Foundation sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 35,113 shares — an estimated $1.89M sold.

George Kaiser Family Foundation first reported a position in WFC in Q4 2018 and held it in 5 quarters. The position peaked at $1.89M in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • George Kaiser Family Foundation reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • George Kaiser Family Foundation sold 35,113 Wells Fargo shares in Q1 2020, an estimated $1.89M.
  • George Kaiser Family Foundation first reported a position in Wells Fargo in Q4 2018 and held it in 5 quarters.
  • George Kaiser Family Foundation's Wells Fargo position peaked at $1.89M in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on George Kaiser Family Foundation's 13F filing for Q1 2020, filed 12 May 2020.