Knollwood Investment Advisory’s Wells Fargo WFC Stock Holding History

Knollwood Investment Advisory’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 Q4	–	Sell	-14,449	Closed	-$1.21M	–	351
2025 Q3	$1.21M	Sell	14,449 -138	-0.9%	-$11.2K	0.11%	171
2025 Q2	$1.17M	Hold	14,587	–	–	0.11%	172
2025 Q1	$1.05M	Hold	14,587	–	–	0.12%	180
2024 Q4	$1.02M	Hold	14,587	–	–	0.11%	188
2024 Q3	$824K	Hold	14,587	–	–	0.09%	218
2024 Q2	$866K	Buy	+14,587	New	+$861K	0.1%	205

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Knollwood Investment Advisory's WFC Position: Q4 2025 in Review

Knollwood Investment Advisory sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 14,449 shares — an estimated $1.21M sold.

Knollwood Investment Advisory first reported a position in WFC in Q2 2024 and held it in 6 quarters. The position peaked at $1.21M in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Knollwood Investment Advisory reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Knollwood Investment Advisory sold 14,449 Wells Fargo shares in Q4 2025, an estimated $1.21M.
Knollwood Investment Advisory first reported a position in Wells Fargo in Q2 2024 and held it in 6 quarters.
Knollwood Investment Advisory's Wells Fargo position peaked at $1.21M in Q3 2025.
2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Knollwood Investment Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.