Holocene Advisors
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Holocene Advisors’s Wells Fargo WFC Stock Holding History

Holocene Advisors’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
-3,157,091
Closed -$227M – 895
2025
Q1 		$227M Buy
3,157,091
+1,992,218
+171% +$150M 0.66% 41
2024
Q4 		$81.8M Buy
+1,164,873
New +$79.5M 0.26% 112
2024
Q3 		– Sell
-771,527
Closed -$45.8M – 876
2024
Q2 		$45.8M Buy
771,527
+291,674
+61% +$17.2M 0.19% 142
2024
Q1 		$27.8M Buy
+479,853
New +$25.1M 0.1% 196
2023
Q1 		– Sell
-1,589,694
Closed -$65.6M – 898
2022
Q4 		$65.6M Buy
1,589,694
+153,956
+11% +$6.81M 0.4% 87
2022
Q3 		$57.7M Buy
1,435,738
+176,319
+14% +$7.58M 0.37% 92
2022
Q2 		$49.3M Buy
1,259,419
+404,991
+47% +$17.8M 0.3% 109
2022
Q1 		$41.4M Buy
854,428
+171,686
+25% +$9.19M 0.22% 139
2021
Q4 		$32.8M Sell
682,742
-90,816
-12% -$4.47M 0.17% 154
2021
Q3 		$35.9M Sell
773,558
-41,301
-5% -$1.91M 0.2% 151
2021
Q2 		$36.9M Buy
814,859
+736,525
+940% +$32.9M 0.21% 145
2021
Q1 		$3.06M Sell
78,334
-6,125
-7% -$217K 0.02% 495
2020
Q4 		$2.55M Sell
84,459
-732,610
-90% -$19M 0.02% 369
2020
Q3 		$19.2M Sell
817,069
-240,886
-23% -$5.94M 0.15% 177
2020
Q2 		$27.1M Buy
+1,057,955
New +$28.9M 0.24% 123
2019
Q3 		– Sell
-26,990
Closed -$1.28M – 866
2019
Q2 		$1.28M Buy
+26,990
New +$1.26M 0.02% 248
2019
Q1 		– Sell
-235,386
Closed -$10.8M – 818
2018
Q4 		$10.8M Sell
235,386
-40,857
-15% -$2.09M 0.17% 94
2018
Q3 		$14.5M Buy
+276,243
New +$15.8M 0.23% 92
2018
Q1 		– Sell
-11,255
Closed -$683K – 743
2017
Q4 		$683K Buy
+11,255
New +$636K 0.02% 317

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

Holocene Advisors's WFC Position: Q2 2025 in Review

Holocene Advisors sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 3,157,091 shares — an estimated $227M sold.

Holocene Advisors first reported a position in WFC in Q4 2017 and held it in 19 quarters. The position peaked at $227M in Q1 2025. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Holocene Advisors reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Holocene Advisors sold 3,157,091 Wells Fargo shares in Q2 2025, an estimated $227M.
  • Holocene Advisors first reported a position in Wells Fargo in Q4 2017 and held it in 19 quarters.
  • Holocene Advisors's Wells Fargo position peaked at $227M in Q1 2025.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Holocene Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.