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Greenline Partners’s Wells Fargo WFC Stock Holding History

Greenline Partners’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
-22
Closed -$1.58K – 567
2025
Q1 		$1.58K Buy
+22
New +$1.65K ﹤0.01% 356
2020
Q2 		– Sell
-195,592
Closed -$5.61M – 129
2020
Q1 		$5.61M Sell
195,592
-8,900
-4% -$378K 1.82% 15
2019
Q4 		$11M Sell
204,492
-5,297
-3% -$277K 2.77% 13
2019
Q3 		$10.6M Buy
209,789
+2,351
+1% +$111K 3.03% 9
2019
Q2 		$9.82M Buy
207,438
+2,051
+1% +$95.9K 3.1% 12
2019
Q1 		$9.93M Sell
205,387
-19,748
-9% -$971K 3.25% 11
2018
Q4 		$11.9M Hold
225,135
– – 3.72% 5
2018
Q3 		$11.9M Sell
225,135
-1,203
-0.5% -$68.7K 3.72% 5
2018
Q2 		$12.5M Sell
226,338
-1,517
-0.7% -$81.3K 4.11% 3
2018
Q1 		$11.9M Buy
227,855
+6,812
+3% +$405K 3.97% 4
2017
Q4 		$13.4M Buy
+221,043
New +$12.5M 4.45% 2

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Greenline Partners's WFC Position: Q2 2025 in Review

Greenline Partners sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 22 shares — an estimated $1.58K sold.

Greenline Partners first reported a position in WFC in Q4 2017 and held it in 11 quarters. The position peaked at $13.4M in Q4 2017. 2,630 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Greenline Partners reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Greenline Partners sold 22 Wells Fargo shares in Q2 2025, an estimated $1.58K.
  • Greenline Partners first reported a position in Wells Fargo in Q4 2017 and held it in 11 quarters.
  • Greenline Partners's Wells Fargo position peaked at $13.4M in Q4 2017.
  • 2,630 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Greenline Partners's 13F filing for Q2 2025, filed 14 Aug 2025.