L.M. Kohn & Company’s Wells Fargo WFC Stock Holding History

L.M. Kohn & Company’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	-2,836	Closed	-$204K	–	307
2025 Q1	$204K	Buy	+2,836	New	+$213K	0.05%	258

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

L.M. Kohn & Company's WFC Position: Q2 2025 in Review

L.M. Kohn & Company sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 2,836 shares — an estimated $204K sold.

L.M. Kohn & Company first reported a position in WFC in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

L.M. Kohn & Company reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 2,836 Wells Fargo shares in Q2 2025, an estimated $204K.
L.M. Kohn & Company first reported a position in Wells Fargo in Q1 2025 and held it in 1 quarter.
L.M. Kohn & Company's Wells Fargo position peaked at $204K in Q1 2025.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.