Kerrisdale Advisers’s Wells Fargo WFC Stock Holding History

Kerrisdale Advisers’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	-8,851	Closed	-$635K	–	84
2025 Q1	$635K	Sell	8,851 -10,495	-54%	-$788K	0.27%	54
2024 Q4	$1.36M	Sell	19,346 -8,350	-30%	-$570K	0.46%	47
2024 Q3	$1.56M	Hold	27,696	–	–	0.53%	49
2024 Q2	$1.64M	Hold	27,696	–	–	0.51%	48
2024 Q1	$1.61M	Sell	27,696 -44,925	-62%	-$2.35M	0.5%	46
2023 Q4	$3.57M	Hold	72,621	–	–	1.06%	35
2023 Q3	$2.97M	Sell	72,621 -16,200	-18%	-$699K	0.94%	36
2023 Q2	$3.79M	Hold	88,821	–	–	1.02%	35
2023 Q1	$3.32M	Buy	88,821 +5,369	+6%	+$234K	0.98%	34
2022 Q4	$3.45M	Sell	83,452 -78,920	-49%	-$3.49M	1.02%	32
2022 Q3	$6.53M	Buy	162,372 +63,800	+65%	+$2.74M	1.59%	20
2022 Q2	$3.86M	Buy	+98,572	New	+$4.33M	1.22%	28

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kerrisdale Advisers's WFC Position: Q2 2025 in Review

Kerrisdale Advisers sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 8,851 shares — an estimated $635K sold.

Kerrisdale Advisers first reported a position in WFC in Q2 2022 and held it in 12 quarters. The position peaked at $6.53M in Q3 2022. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Kerrisdale Advisers reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Kerrisdale Advisers sold 8,851 Wells Fargo shares in Q2 2025, an estimated $635K.
Kerrisdale Advisers first reported a position in Wells Fargo in Q2 2022 and held it in 12 quarters.
Kerrisdale Advisers's Wells Fargo position peaked at $6.53M in Q3 2022.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Kerrisdale Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.