Mitchell Sinkler & Starr’s Wells Fargo WFC Stock Holding History

Mitchell Sinkler & Starr’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 Q2	–	Sell	-55,125	Closed	-$3.96M	–	157
2025 Q1	$3.96M	Hold	55,125	–	–	1.11%	26
2024 Q4	$3.87M	Hold	55,125	–	–	1.03%	27
2024 Q3	$3.11M	Hold	55,125	–	–	0.78%	33
2024 Q2	$3.27M	Hold	55,125	–	–	0.84%	32
2024 Q1	$3.2M	Sell	55,125 -1,750	-3%	-$91.6K	0.8%	36
2023 Q4	$2.8M	Buy	56,875 +1,750	+3%	+$75.5K	0.51%	51
2023 Q3	$2.25M	Hold	55,125	–	–	0.69%	36
2023 Q2	$2.35M	Hold	55,125	–	–	0.67%	37
2023 Q1	$2.06M	Hold	55,125	–	–	0.61%	41
2022 Q4	$2.28M	Sell	55,125 -4,318	-7%	-$191K	0.73%	35
2022 Q3	$2.39M	Buy	59,443 +102	+0.2%	+$4.38K	0.93%	27
2022 Q2	$2.32M	Hold	59,341	–	–	0.85%	28
2022 Q1	$2.88M	Hold	59,341	–	–	0.9%	27
2021 Q4	$2.85M	Buy	+59,341	New	+$2.92M	0.85%	27
2018 Q4	–	Sell	-4,000	Closed	-$210K	–	93
2018 Q3	$210K	Hold	4,000	–	–	0.22%	91
2018 Q2	$222K	Sell	4,000 -1,475	-27%	-$79K	0.24%	89
2018 Q1	$287K	Buy	5,475 +765	+16%	+$45.4K	0.33%	76
2017 Q4	$286K	Hold	4,710	–	–	0.42%	69
2017 Q3	$260K	Hold	4,710	–	–	0.41%	72
2017 Q2	$261K	Hold	4,710	–	–	0.43%	70
2017 Q1	$262K	Buy	+4,710	New	+$267K	0.43%	71
2013 Q3	–	Sell	-14,935	Closed	-$616K	–	140
2013 Q2	$616K	Buy	+14,935	New	+$582K	0.14%	109

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Mitchell Sinkler & Starr's WFC Position: Q2 2025 in Review

Mitchell Sinkler & Starr sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 55,125 shares — an estimated $3.96M sold.

Mitchell Sinkler & Starr first reported a position in WFC in Q2 2013 and held it in 22 quarters. The position peaked at $3.96M in Q1 2025. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Mitchell Sinkler & Starr reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
Mitchell Sinkler & Starr sold 55,125 Wells Fargo shares in Q2 2025, an estimated $3.96M.
Mitchell Sinkler & Starr first reported a position in Wells Fargo in Q2 2013 and held it in 22 quarters.
Mitchell Sinkler & Starr's Wells Fargo position peaked at $3.96M in Q1 2025.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2025, filed 25 Jul 2025.