HH
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HWG Holdings’s Wells Fargo WFC Stock Holding History

HWG Holdings’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
-525
Closed -$37.7K – 137
2025
Q1 		$37.7K Buy
+525
New +$39.4K 0.02% 81
2024
Q3 		– Sell
-125
Closed -$7.42K – 128
2024
Q2 		$7.42K Buy
+125
New +$7.38K ﹤0.01% 90
2022
Q1 		$189K Buy
3,899
+3,401
+683% +$182K 0.09% 66
2021
Q4 		$24K Buy
+498
New +$24.5K 0.01% 92
2021
Q2 		$53K Sell
1,169
-10,742
-90% -$480K 0.02% 79
2021
Q1 		$465K Buy
+11,911
New +$422K 0.23% 42
2018
Q1 		– Sell
-11,551
Closed -$701K – 115
2017
Q4 		$701K Buy
+11,551
New +$652K 0.59% 39
2015
Q3 		– Sell
-14,939
Closed -$837K – 19
2015
Q2 		$837K Buy
14,939
+1,265
+9% +$70.5K 0.88% 20
2015
Q1 		$744K Buy
+13,674
New +$739K 1.2% 18
2014
Q3 		– Sell
-30,771
Closed -$1.62M – 49
2014
Q2 		$1.62M Buy
30,771
+10
+0% +$503 1.23% 26
2014
Q1 		$1.53M Buy
+30,761
New +$1.43M 1.39% 24

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

HWG Holdings's WFC Position: Q2 2025 in Review

HWG Holdings sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 525 shares — an estimated $37.7K sold.

HWG Holdings first reported a position in WFC in Q1 2014 and held it in 11 quarters. The position peaked at $1.62M in Q2 2014. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • HWG Holdings reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • HWG Holdings sold 525 Wells Fargo shares in Q2 2025, an estimated $37.7K.
  • HWG Holdings first reported a position in Wells Fargo in Q1 2014 and held it in 11 quarters.
  • HWG Holdings's Wells Fargo position peaked at $1.62M in Q2 2014.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.