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Hillman Capital Management’s Wells Fargo WFC Stock Holding History

Hillman Capital Management’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
2024
Q4 		– Sell
-161,251
Closed -$9.11M – 60
2024
Q3 		$9.11M Buy
161,251
+128
+0.1% +$7.24K 3.12% 8
2024
Q2 		$9.57M Sell
161,123
-24,681
-13% -$1.46M 3.38% 4
2024
Q1 		$10.8M Sell
185,804
-347
-0.2% -$18.2K 3.46% 3
2023
Q4 		$9.16M Sell
186,151
-25,085
-12% -$1.08M 3.16% 6
2023
Q3 		$8.63M Sell
211,236
-7,677
-4% -$331K 3.32% 3
2023
Q2 		$9.34M Sell
218,913
-428
-0.2% -$17.2K 3.3% 5
2023
Q1 		$8.2M Sell
219,341
-1,239
-0.6% -$54K 3.1% 16
2022
Q4 		$9.11M Sell
220,580
-6,642
-3% -$294K 3.58% 2
2022
Q3 		$9.14M Buy
227,222
+2,713
+1% +$117K 3.79% 2
2022
Q2 		$8.79M Buy
224,509
+25,601
+13% +$1.12M 3.19% 9
2022
Q1 		$9.64M Sell
198,908
-29,638
-13% -$1.59M 3.06% 11
2021
Q4 		$11M Sell
228,546
-8,958
-4% -$441K 3.77% 3
2021
Q3 		$11M Buy
237,504
+7,246
+3% +$335K 3.87% 1
2021
Q2 		$10.4M Sell
230,258
-337
-0.1% -$15K 3.97% 1
2021
Q1 		$9.01M Buy
230,595
+10,803
+5% +$382K 3.95% 1
2020
Q4 		$6.63M Buy
219,792
+9,194
+4% +$238K 3.58% 4
2020
Q3 		$4.95M Buy
210,598
+68,348
+48% +$1.68M 3.48% 8
2020
Q2 		$3.64M Buy
142,250
+44,146
+45% +$1.21M 2.65% 18
2020
Q1 		$2.82M Buy
98,104
+3,745
+4% +$159K 2.7% 22
2019
Q4 		$5.08M Buy
+94,359
New +$4.94M 3.6% 10
2013
Q3 		– Sell
-21,724
Closed -$939K – 46
2013
Q2 		$939K Buy
+21,724
New +$847K 1.31% 28

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 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 $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Hillman Capital Management's WFC Position: Q4 2024 in Review

Hillman Capital Management sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 161,251 shares — an estimated $9.11M sold.

Hillman Capital Management first reported a position in WFC in Q2 2013 and held it in 21 quarters. The position peaked at $11M in Q3 2021. 2,558 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Hillman Capital Management reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
  • Hillman Capital Management sold 161,251 Wells Fargo shares in Q4 2024, an estimated $9.11M.
  • Hillman Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 21 quarters.
  • Hillman Capital Management's Wells Fargo position peaked at $11M in Q3 2021.
  • 2,558 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Hillman Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.