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O'Neil Global Advisors’s Wells Fargo WFC Stock Holding History

O'Neil Global 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
Q4 		– Sell
-8,292
Closed -$695K – 81
2025
Q3 		$695K Buy
+8,292
New +$672K 0.13% 51
2023
Q1 		– Sell
-15,429
Closed -$637K – 86
2022
Q4 		$637K Sell
15,429
-186
-1% -$8.23K 2.94% 6
2022
Q3 		$628K Sell
15,615
-3
-0% -$129 2.49% 10
2022
Q2 		$612K Sell
15,618
-5,411
-26% -$237K 2.6% 15
2022
Q1 		$1.02M Buy
21,029
+6,780
+48% +$363K 0.53% 30
2021
Q4 		$684K Buy
+14,249
New +$702K 1.13% 14

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

O'Neil Global Advisors's WFC Position: Q4 2025 in Review

O'Neil Global Advisors sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 8,292 shares — an estimated $695K sold.

O'Neil Global Advisors first reported a position in WFC in Q4 2021 and held it in 6 quarters. The position peaked at $1.02M in Q1 2022. 2,897 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • O'Neil Global Advisors reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • O'Neil Global Advisors sold 8,292 Wells Fargo shares in Q4 2025, an estimated $695K.
  • O'Neil Global Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 6 quarters.
  • O'Neil Global Advisors's Wells Fargo position peaked at $1.02M in Q1 2022.
  • 2,897 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on O'Neil Global Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.