Mendota Financial Group’s Wells Fargo WFC Stock Holding History

Mendota Financial Group’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	–	Sell	-767	Closed	-$53.9K	–	366
2024 Q4	$53.9K	Sell	767 -439	-36%	-$30K	0.03%	149
2024 Q3	$68.1K	Hold	1,206	–	–	0.03%	149
2024 Q2	$71.6K	Sell	1,206 -398	-25%	-$23.5K	0.04%	145
2024 Q1	$93K	Hold	1,604	–	–	0.05%	140
2023 Q4	$78.9K	Hold	1,604	–	–	0.06%	166
2023 Q3	$65.5K	Hold	1,604	–	–	0.07%	123
2023 Q2	$68.5K	Buy	1,604 +333	+26%	+$13.4K	0.08%	116
2023 Q1	$61.6K	Hold	1,271	–	–	0.06%	131
2022 Q4	$52.5K	Buy	+1,271	New	+$56.3K	0.07%	129

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mendota Financial Group's WFC Position: Q1 2025 in Review

Mendota Financial Group sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 767 shares — an estimated $53.9K sold.

Mendota Financial Group first reported a position in WFC in Q4 2022 and held it in 9 quarters. The position peaked at $93K in Q1 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Mendota Financial Group reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 767 Wells Fargo shares in Q1 2025, an estimated $53.9K.
Mendota Financial Group first reported a position in Wells Fargo in Q4 2022 and held it in 9 quarters.
Mendota Financial Group's Wells Fargo position peaked at $93K in Q1 2024.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.