Oliver Lagore Vanvalin Investment Group’s Wells Fargo WFC Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$12.6K	Buy	+175	New	+$12.6K	﹤0.01%	399
2024 Q4	$12.3K	Sell	175 -75	-30%	-$5.12K	﹤0.01%	422
2024 Q3	$14.1K	Sell	250 -50	-17%	-$2.83K	﹤0.01%	393
2024 Q2	$17.8K	Buy	+300	New	+$17.7K	0.01%	345
2023 Q2	–	Sell	-164	Closed	-$6.13K	–	846
2023 Q1	$6.13K	Hold	164	–	–	﹤0.01%	458
2022 Q4	$6.77K	Sell	164 -51	-24%	-$2.26K	﹤0.01%	423
2022 Q3	$9K	Buy	215 +43	+25%	+$1.85K	0.01%	358
2022 Q2	$7K	Buy	172 +51	+42%	+$2.24K	﹤0.01%	383
2022 Q1	$6K	Buy	+121	New	+$6.48K	﹤0.01%	401

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

Oliver Lagore Vanvalin Investment Group's WFC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Wells Fargo (WFC) in Q2 2025: 175 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #399 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in WFC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in WFC in Q1 2022 and has held it in 9 quarters since. The position peaked at $17.8K in Q2 2024. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 175 shares of Wells Fargo worth $12.6K as of Q2 2025.
Wells Fargo was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Wells Fargo made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #399 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Wells Fargo in Q1 2022 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's Wells Fargo position peaked at $17.8K in Q2 2024.
2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.