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Orion Portfolio Solutions’s Wells Fargo WFC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$10.9M Sell
151,262
-3,339
-2% -$251K 0.11% 180
2024
Q4 		$10.9M Buy
154,601
+12,028
+8% +$821K 0.11% 175
2024
Q3 		$8.05M Buy
142,573
+3,539
+3% +$200K 0.08% 238
2024
Q2 		$8.26M Buy
139,034
+4,907
+4% +$290K 0.09% 225
2024
Q1 		$7.77M Buy
134,127
+5,388
+4% +$282K 0.08% 241
2023
Q4 		$6.43M Buy
128,739
+11,259
+10% +$486K 0.07% 255
2023
Q3 		$4.8M Buy
117,480
+29,416
+33% +$1.27M 0.06% 310
2023
Q2 		$3.76M Buy
88,064
+8,084
+10% +$325K 0.04% 405
2023
Q1 		$2.99M Buy
79,980
+37,341
+88% +$1.63M 0.04% 428
2022
Q4 		$1.76M Buy
42,639
+4,110
+11% +$182K 0.06% 207
2022
Q3 		$1.55M Buy
38,529
+290
+0.8% +$12.5K 0.06% 190
2022
Q2 		$1.5M Sell
38,239
-1,753
-4% -$76.9K 0.06% 192
2022
Q1 		$1.94M Sell
39,992
-762
-2% -$40.8K 0.07% 179
2021
Q4 		$1.96M Buy
40,754
+101
+0.2% +$4.97K 0.07% 177
2021
Q3 		$1.89M Sell
40,653
-1,233
-3% -$57.1K 0.07% 170
2021
Q2 		$1.9M Buy
41,886
+5,347
+15% +$239K 0.07% 151
2021
Q1 		$1.43M Sell
36,539
-1,196
-3% -$42.3K 0.06% 162
2020
Q4 		$1.14M Sell
37,735
-12,954
-26% -$335K 0.05% 187
2020
Q3 		$1.19M Sell
50,689
-1,113
-2% -$27.4K 0.06% 163
2020
Q2 		$1.33M Buy
51,802
+2,108
+4% +$57.7K 0.07% 128
2020
Q1 		$1.43M Sell
49,694
-6,960
-12% -$296K 0.1% 102
2019
Q4 		$3.05M Buy
+56,654
New +$2.97M 0.24% 68

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's WFC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Wells Fargo (WFC) stake by 2.2% in Q1 2025, selling an estimated $251K and leaving 151,262 shares worth $10.9M. The position accounts for 0.11% of the portfolio, ranked #180.

Orion Portfolio Solutions first reported a position in WFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $10.9M in Q4 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Orion Portfolio Solutions held 151,262 shares of Wells Fargo worth $10.9M as of Q1 2025.
  • Orion Portfolio Solutions sold 3,339 Wells Fargo shares in Q1 2025, an estimated $251K.
  • Wells Fargo made up 0.11% of Orion Portfolio Solutions's portfolio in Q1 2025, its #180 holding.
  • Orion Portfolio Solutions first reported a position in Wells Fargo in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Wells Fargo position peaked at $10.9M in Q4 2024.
  • 2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.