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Optimas Capital’s Wells Fargo WFC Stock Holding History

Optimas Capital’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
Q3 		– Sell
-39,300
Closed -$3.15M – 41
2025
Q2 		$3.15M Sell
39,300
-22,600
-37% -$1.63M 3.32% 10
2025
Q1 		$4.44M Buy
61,900
+14,500
+31% +$1.09M 7.55% 5
2024
Q4 		$3.33M Buy
+47,400
New +$3.24M 4.49% 9
2023
Q4 		– Sell
-91,600
Closed -$3.74M – 56
2023
Q3 		$3.74M Buy
+91,600
New +$3.95M 2.57% 12
2023
Q1 		– Sell
-25,900
Closed -$1.07M – 49
2022
Q4 		$1.07M Buy
+25,900
New +$1.15M 1.05% 28
2022
Q2 		– Sell
-139,010
Closed -$6.74M – 36
2022
Q1 		$6.74M Buy
139,010
+117,875
+558% +$6.31M 6.33% 6
2021
Q4 		$1.01M Buy
+21,135
New +$1.04M 2.17% 13

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Optimas Capital's WFC Position: Q3 2025 in Review

Optimas Capital sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 39,300 shares — an estimated $3.15M sold.

Optimas Capital first reported a position in WFC in Q4 2021 and held it in 7 quarters. The position peaked at $6.74M in Q1 2022. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Optimas Capital reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Optimas Capital sold 39,300 Wells Fargo shares in Q3 2025, an estimated $3.15M.
  • Optimas Capital first reported a position in Wells Fargo in Q4 2021 and held it in 7 quarters.
  • Optimas Capital's Wells Fargo position peaked at $6.74M in Q1 2022.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Optimas Capital's 13F filing for Q3 2025, filed 6 Nov 2025.