Mendon Capital Advisors’s Wells Fargo WFC Stock Holding History

Mendon Capital 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
2024 Q1	–	Sell	-100,000	Closed	-$4.92M	–	59
2023 Q4	$4.92M	Buy	+100,000	New	+$4.32M	2.04%	19
2022 Q1	$2.42M	Sell	50,000 -25,000	-33%	-$1.34M	0.8%	42
2021 Q4	$3.6M	Hold	75,000	–	–	1.03%	32
2021 Q3	$3.48M	Sell	75,000 -25,000	-25%	-$1.16M	1.19%	31
2021 Q2	$4.53M	Sell	100,000 -100,000	-50%	-$4.47M	1.63%	24
2021 Q1	$7.81M	Hold	200,000	–	–	2.88%	15
2020 Q4	$6.04M	Buy	200,000 +50,000	+33%	+$1.29M	2.83%	14
2020 Q3	$3.53M	Buy	150,000 +20,000	+15%	+$493K	2.06%	17
2020 Q2	$3.33M	Buy	130,000 +90,000	+225%	+$2.46M	1.69%	19
2020 Q1	$1.15M	Buy	+40,000	New	+$1.7M	0.56%	32

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mendon Capital Advisors's WFC Position: Q1 2024 in Review

Mendon Capital Advisors sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 100,000 shares — an estimated $4.92M sold.

Mendon Capital Advisors first reported a position in WFC in Q1 2020 and held it in 10 quarters. The position peaked at $7.81M in Q1 2021. 2,204 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Mendon Capital Advisors reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
Mendon Capital Advisors sold 100,000 Wells Fargo shares in Q1 2024, an estimated $4.92M.
Mendon Capital Advisors first reported a position in Wells Fargo in Q1 2020 and held it in 10 quarters.
Mendon Capital Advisors's Wells Fargo position peaked at $7.81M in Q1 2021.
2,204 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Mendon Capital Advisors's 13F filing for Q1 2024, filed 15 May 2024.