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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
2024
Q2 		– Sell
-54,200
Closed -$3.14M – 554
2024
Q1 		$3.14M Buy
+54,200
New +$2.84M 0.15% 179
2023
Q4 		– Sell
-47,000
Closed -$1.92M – 443
2023
Q3 		$1.92M Buy
+47,000
New +$2.03M 0.08% 244

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
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.