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Lion Street Advisors’s Wells Fargo WFC Stock Holding History

Lion Street Advisors’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
Q3 		– Sell
-2,820
Closed -$226K – 338
2025
Q2 		$226K Buy
+2,820
New +$203K 0.07% 248
2024
Q3 		– Sell
-3,438
Closed -$204K – 281
2024
Q2 		$204K Buy
+3,438
New +$203K 0.08% 252
2020
Q2 		– Sell
-522
Closed -$15K – 413
2020
Q1 		$15K Buy
+522
New +$22.2K 0.08% 126

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Lion Street Advisors's WFC Position: Q3 2025 in Review

Lion Street Advisors sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 2,820 shares — an estimated $226K sold.

Lion Street Advisors first reported a position in WFC in Q1 2020 and held it in 3 quarters. The position peaked at $226K in Q2 2025. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Lion Street Advisors reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 2,820 Wells Fargo shares in Q3 2025, an estimated $226K.
  • Lion Street Advisors first reported a position in Wells Fargo in Q1 2020 and held it in 3 quarters.
  • Lion Street Advisors's Wells Fargo position peaked at $226K in Q2 2025.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.