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Lindbrook Capital’s Wells Fargo WFC Stock Holding History

Lindbrook Capital’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 		$1.38M Sell
19,199
-614
-3% -$46.1K 0.13% 100
2024
Q4 		$1.39M Sell
19,813
-1,206
-6% -$82.3K 0.13% 101
2024
Q3 		$1.19M Buy
21,019
+345
+2% +$19.5K 0.11% 128
2024
Q2 		$1.23M Buy
20,674
+476
+2% +$28.1K 0.12% 110
2024
Q1 		$1.17M Sell
20,198
-305
-1% -$16K 0.11% 115
2023
Q4 		$1.01M Buy
20,503
+592
+3% +$25.5K 0.1% 121
2023
Q3 		$814K Sell
19,911
-1,293
-6% -$55.8K 0.09% 127
2023
Q2 		$905K Buy
21,204
+12,204
+136% +$491K 0.1% 126
2023
Q1 		$336K Sell
9,000
-3,882
-30% -$169K 0.04% 224
2022
Q4 		$532K Buy
12,882
+431
+3% +$19.1K 0.07% 178
2022
Q3 		$501K Buy
12,451
+4,391
+54% +$189K 0.08% 140
2022
Q2 		$316K Buy
8,060
+118
+1% +$5.18K 0.05% 211
2022
Q1 		$385K Sell
7,942
-47
-0.6% -$2.52K 0.06% 191
2021
Q4 		$383K Buy
7,989
+4,984
+166% +$245K 0.06% 193
2021
Q3 		$139K Sell
3,005
-5,909
-66% -$273K 0.04% 215
2021
Q2 		$404K Buy
8,914
+94
+1% +$4.2K 0.09% 93
2021
Q1 		$345K Buy
8,820
+1,131
+15% +$40K 0.08% 104
2020
Q4 		$232K Sell
7,689
-2,456
-24% -$63.6K 0.06% 128
2020
Q3 		$239K Sell
10,145
-1,821
-15% -$44.9K 0.07% 111
2020
Q2 		$306K Sell
11,966
-974
-8% -$26.6K 0.09% 88
2020
Q1 		$379K Sell
12,940
-1,538
-11% -$65.4K 0.14% 60
2019
Q4 		$779K Buy
14,478
+45
+0.3% +$2.36K 0.27% 33
2019
Q3 		$730K Buy
14,433
+1,532
+12% +$72.2K 0.28% 32
2019
Q2 		$610K Buy
12,901
+8,590
+199% +$402K 0.24% 40
2019
Q1 		$208K Sell
4,311
-5,241
-55% -$258K 0.08% 123
2018
Q4 		$440K Buy
+9,552
New +$489K 0.22% 47

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

Lindbrook Capital's WFC Position: Q1 2025 in Review

Lindbrook Capital reduced its Wells Fargo (WFC) stake by 3.1% in Q1 2025, selling an estimated $46.1K and leaving 19,199 shares worth $1.38M. The position accounts for 0.13% of the portfolio, ranked #100.

Lindbrook Capital first reported a position in WFC in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.39M in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Lindbrook Capital held 19,199 shares of Wells Fargo worth $1.38M as of Q1 2025.
  • Lindbrook Capital sold 614 Wells Fargo shares in Q1 2025, an estimated $46.1K.
  • Wells Fargo made up 0.13% of Lindbrook Capital's portfolio in Q1 2025, its #100 holding.
  • Lindbrook Capital first reported a position in Wells Fargo in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Wells Fargo position peaked at $1.39M in Q4 2024.
  • 2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.