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Liberty Square Wealth Partners’s Wells Fargo WFC Stock Holding History

Liberty Square Wealth Partners’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
-3,465
Closed -$249K – 155
2025
Q1 		$249K Hold
3,465
– – 0.09% 124
2024
Q4 		$277K Buy
+3,465
New +$237K 0.1% 119

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

Liberty Square Wealth Partners's WFC Position: Q2 2025 in Review

Liberty Square Wealth Partners sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 3,465 shares — an estimated $249K sold.

Liberty Square Wealth Partners first reported a position in WFC in Q4 2024 and held it in 2 quarters. The position peaked at $277K in Q4 2024. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Liberty Square Wealth Partners reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Liberty Square Wealth Partners sold 3,465 Wells Fargo shares in Q2 2025, an estimated $249K.
  • Liberty Square Wealth Partners first reported a position in Wells Fargo in Q4 2024 and held it in 2 quarters.
  • Liberty Square Wealth Partners's Wells Fargo position peaked at $277K in Q4 2024.
  • 2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.