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Nordwand Advisors’s Wells Fargo WFC Stock Holding History

Nordwand 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
Q2 		– Sell
-160
Closed -$11.5K – 217
2025
Q1 		$11.5K Hold
160
– – ﹤0.01% 80
2024
Q4 		$11.2K Hold
160
– – ﹤0.01% 88
2024
Q3 		$9.04K Hold
160
– – ﹤0.01% 92
2024
Q2 		$9.5K Hold
160
– – ﹤0.01% 110
2024
Q1 		$9.27K Buy
+160
New +$8.37K ﹤0.01% 128

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Nordwand Advisors's WFC Position: Q2 2025 in Review

Nordwand Advisors sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 160 shares — an estimated $11.5K sold.

Nordwand Advisors first reported a position in WFC in Q1 2024 and held it in 5 quarters. The position peaked at $11.5K in Q1 2025. 2,630 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • Nordwand Advisors reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • Nordwand Advisors sold 160 Wells Fargo shares in Q2 2025, an estimated $11.5K.
  • Nordwand Advisors first reported a position in Wells Fargo in Q1 2024 and held it in 5 quarters.
  • Nordwand Advisors's Wells Fargo position peaked at $11.5K in Q1 2025.
  • 2,630 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Nordwand Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.