Lighthouse Investment Partners’s Wells Fargo WFC Stock Holding History

Lighthouse Investment 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 Q4	–	Sell	-58,480	Closed	-$4.9M	–	1061
2025 Q3	$4.9M	Buy	58,480 +51,991	+801%	+$4.22M	0.15%	187
2025 Q2	$520K	Sell	6,489 -303,821	-98%	-$21.9M	0.02%	449
2025 Q1	$22.3M	Sell	310,310 -500,742	-62%	-$37.6M	0.92%	13
2024 Q4	$57M	Buy	+811,052	New	+$55.4M	1.88%	3
2024 Q3	–	Sell	-72,708	Closed	-$4.32M	–	575
2024 Q2	$4.32M	Buy	+72,708	New	+$4.29M	0.17%	145
2023 Q3	–	Sell	-30,461	Closed	-$1.32M	–	432
2023 Q2	$1.3M	Buy	+30,461	New	+$1.23M	0.07%	209
2023 Q1	–	Sell	-24,592	Closed	-$1.02M	–	389
2022 Q4	$1.02M	Buy	+24,592	New	+$1.09M	0.11%	137

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lighthouse Investment Partners's WFC Position: Q4 2025 in Review

Lighthouse Investment Partners sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 58,480 shares — an estimated $4.9M sold.

Lighthouse Investment Partners first reported a position in WFC in Q4 2022 and held it in 7 quarters. The position peaked at $57M in Q4 2024. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Lighthouse Investment Partners reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Lighthouse Investment Partners sold 58,480 Wells Fargo shares in Q4 2025, an estimated $4.9M.
Lighthouse Investment Partners first reported a position in Wells Fargo in Q4 2022 and held it in 7 quarters.
Lighthouse Investment Partners's Wells Fargo position peaked at $57M in Q4 2024.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Lighthouse Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.