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Iron Gate Global Advisors’s Wells Fargo WFC Stock Holding History

Iron Gate Global 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
Q3 		– Sell
-2,619
Closed -$210K – 117
2025
Q2 		$210K Buy
+2,619
New +$189K 0.02% 80
2021
Q1 		– Sell
-8,441
Closed -$254K – 107
2020
Q4 		$254K Sell
8,441
-400
-5% -$10.4K 0.09% 79
2020
Q3 		$207K Sell
8,841
-393
-4% -$9.69K 0.09% 90
2020
Q2 		$245K Sell
9,234
-4,129
-31% -$113K 0.12% 72
2020
Q1 		$379K Sell
13,363
-1,749
-12% -$74.4K 0.26% 42
2019
Q4 		$813K Buy
15,112
+2,001
+15% +$105K 0.46% 29
2019
Q3 		$661K Buy
13,111
+1,768
+16% +$83.3K 0.4% 34
2019
Q2 		$533K Sell
11,343
-402
-3% -$18.8K 0.35% 34
2019
Q1 		$562K Sell
11,745
-58
-0.5% -$2.85K 0.23% 38
2018
Q4 		$544K Sell
11,803
-12
-0.1% -$615 0.4% 34
2018
Q3 		$621K Buy
11,815
+3,388
+40% +$193K 0.4% 28
2018
Q2 		$467K Sell
8,427
-4,938
-37% -$265K 0.34% 28
2018
Q1 		$700K Buy
13,365
+1,654
+14% +$98.3K 0.53% 27
2017
Q4 		$710K Sell
11,711
-714
-6% -$40.3K 0.6% 27
2017
Q3 		$685K Buy
12,425
+1,145
+10% +$60.9K 0.64% 25
2017
Q2 		$625K Buy
+11,280
New +$604K 0.69% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Iron Gate Global Advisors's WFC Position: Q3 2025 in Review

Iron Gate Global Advisors sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 2,619 shares — an estimated $210K sold.

Iron Gate Global Advisors first reported a position in WFC in Q2 2017 and held it in 16 quarters. The position peaked at $813K in Q4 2019. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Iron Gate Global Advisors reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Iron Gate Global Advisors sold 2,619 Wells Fargo shares in Q3 2025, an estimated $210K.
  • Iron Gate Global Advisors first reported a position in Wells Fargo in Q2 2017 and held it in 16 quarters.
  • Iron Gate Global Advisors's Wells Fargo position peaked at $813K in Q4 2019.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Iron Gate Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.