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Kodai Capital Management’s Wells Fargo WFC Stock Holding History

Kodai Capital Management’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
Q1 		$16.8M Buy
234,311
+192,054
+454% +$14.4M 0.67% 64
2024
Q4 		$2.97M Buy
+42,257
New +$2.89M 0.12% 97

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kodai Capital Management's WFC Position: Q1 2025 in Review

Kodai Capital Management increased its Wells Fargo (WFC) stake by 454% in Q1 2025, buying an estimated $14.4M and bringing the position to 234,311 shares worth $16.8M. The position accounts for 0.67% of the portfolio, ranked #64.

Kodai Capital Management first reported a position in WFC in Q4 2024 and has held it in 2 quarters since. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Kodai Capital Management held 234,311 shares of Wells Fargo worth $16.8M as of Q1 2025.
  • Kodai Capital Management bought 192,054 Wells Fargo shares in Q1 2025, an estimated $14.4M.
  • Wells Fargo made up 0.67% of Kodai Capital Management's portfolio in Q1 2025, its #64 holding.
  • Kodai Capital Management first reported a position in Wells Fargo in Q4 2024 and has held it in 2 quarters since.
  • 2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.