LOAMU
WFC icon

Lombard Odier Asset Management (USA)’s Wells Fargo WFC Stock Holding History

Lombard Odier Asset Management (USA)’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
-5,659
Closed -$474K – 473
2025
Q3 		$474K Buy
5,659
+2,504
+79% +$203K 0.11% 278
2025
Q2 		$253K Buy
+3,155
New +$227K 0.06% 327
2023
Q3 		– Hold
0
– – – 501
2023
Q2 		– Hold
0
– – – 498
2023
Q1 		– Hold
0
– – – 452
2022
Q4 		– Hold
0
– – – 446
2021
Q1 		– Hold
0
– – – 458
2020
Q4 		– Hold
0
– – – 382
2020
Q3 		– Sell
-50,000
Closed -$1.28M – 345
2020
Q2 		$1.28M Buy
+50,000
New +$1.37M 0.2% 165
2017
Q3 		– Sell
-34,661
Closed -$1.92M – 286
2017
Q2 		$1.92M Buy
+34,661
New +$1.86M 0.22% 149

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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