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Graypoint LLC’s Wells Fargo WFC Stock Holding History

Graypoint LLC’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 		$1.34M Sell
16,707
-997
-6% -$71.9K 0.08% 175
2025
Q1 		$1.27M Sell
17,704
-494
-3% -$37.1K 0.08% 168
2024
Q4 		$1.28M Buy
18,198
+1,860
+11% +$127K 0.08% 160
2024
Q3 		$923K Buy
16,338
+75
+0.5% +$4.24K 0.06% 199
2024
Q2 		$966K Buy
16,263
+570
+4% +$33.6K 0.07% 182
2024
Q1 		$910K Buy
15,693
+689
+5% +$36K 0.07% 187
2023
Q4 		$738K Buy
15,004
+2,052
+16% +$88.5K 0.06% 202
2023
Q3 		$529K Buy
12,952
+1,098
+9% +$47.4K 0.05% 223
2023
Q2 		$506K Sell
11,854
-1,378
-10% -$55.5K 0.05% 213
2023
Q1 		$495K Buy
13,232
+1,784
+16% +$77.8K 0.05% 206
2022
Q4 		$473K Buy
11,448
+2,144
+23% +$94.9K 0.06% 199
2022
Q3 		$374K Buy
9,304
+3,304
+55% +$142K 0.05% 220
2022
Q2 		$235K Sell
6,000
-3,758
-39% -$165K 0.03% 266
2022
Q1 		$473K Buy
9,758
+5,177
+113% +$277K 0.05% 209
2021
Q4 		$220K Buy
+4,581
New +$226K 0.02% 279

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

Graypoint LLC's WFC Position: Q2 2025 in Review

Graypoint LLC reduced its Wells Fargo (WFC) stake by 5.6% in Q2 2025, selling an estimated $71.9K and leaving 16,707 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #175.

Graypoint LLC first reported a position in WFC in Q4 2021 and has held it in 15 quarters since. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Graypoint LLC held 16,707 shares of Wells Fargo worth $1.34M as of Q2 2025.
  • Graypoint LLC sold 997 Wells Fargo shares in Q2 2025, an estimated $71.9K.
  • Wells Fargo made up 0.08% of Graypoint LLC's portfolio in Q2 2025, its #175 holding.
  • Graypoint LLC first reported a position in Wells Fargo in Q4 2021 and has held it in 15 quarters since.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.