Governors Lane’s Wells Fargo WFC Stock Holding History

Governors Lane’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 Q1	–	Sell	-292,500	Closed	-$20.5M	–	88
2024 Q4	$20.5M	Buy	+292,500	New	+$20M	1.6%	23
2022 Q4	–	Sell	-740,000	Closed	-$29.8M	–	149
2022 Q3	$29.8M	Buy	740,000 +70,000	+10%	+$3.01M	2.52%	4
2022 Q2	$26.2M	Sell	670,000 -316,300	-32%	-$13.9M	2.1%	9
2022 Q1	$47.8M	Buy	986,300 +226,300	+30%	+$12.1M	3.46%	3
2021 Q4	$36.5M	Hold	760,000	–	–	2.24%	8
2021 Q3	$35.3M	Hold	760,000	–	–	2.34%	11
2021 Q2	$34.4M	Buy	+760,000	New	+$33.9M	2.45%	9

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

Governors Lane's WFC Position: Q2 2025 in Review

Governors Lane sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 192,700 shares — an estimated $13.8M sold.

Governors Lane first reported a position in WFC in Q1 2021 and held it in 10 quarters. The position peaked at $30M in Q3 2021. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Governors Lane reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Governors Lane sold 192,700 Wells Fargo shares in Q2 2025, an estimated $13.8M.
Governors Lane first reported a position in Wells Fargo in Q1 2021 and held it in 10 quarters.
Governors Lane's Wells Fargo position peaked at $30M in Q3 2021.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Governors Lane's 13F filing for Q2 2025, filed 14 Aug 2025.