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Paloma Partners’s Wells Fargo WFC Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-39,000
Closed -$2.2M – 1092
2024
Q3 		$2.2M Buy
+39,000
New +$2.21M 0.06% 261
2023
Q1 		– Sell
-10,800
Closed -$446K – 1002
2022
Q4 		$446K Buy
+10,800
New +$478K 0.02% 545
2022
Q3 		– Sell
-50,700
Closed -$1.99M – 1371
2022
Q2 		$1.99M Sell
50,700
-5,200
-9% -$228K 0.07% 269
2022
Q1 		$2.71M Buy
+55,900
New +$2.99M 0.08% 171
2021
Q3 		– Sell
-94,700
Closed -$4.29M – 1937
2021
Q2 		$4.29M Buy
94,700
+84,300
+811% +$3.76M 0.08% 225
2021
Q1 		$406K Sell
10,400
-88,200
-89% -$3.12M 0.01% 1279
2020
Q4 		$2.98M Sell
98,600
-131,300
-57% -$3.4M 0.08% 276
2020
Q3 		$5.41M Buy
+229,900
New +$5.67M 0.14% 130
2020
Q2 		– Sell
-66,400
Closed -$1.91M – 2261
2020
Q1 		$1.91M Buy
66,400
+60,100
+954% +$2.55M 0.11% 140
2019
Q4 		$339K Buy
+6,300
New +$330K 0.01% 1671
2018
Q2 		– Sell
-35,000
Closed -$1.83M – 2270
2018
Q1 		$1.83M Sell
35,000
-20,700
-37% -$1.23M 0.03% 635
2017
Q4 		$3.38M Buy
55,700
+19,300
+53% +$1.09M 0.05% 438
2017
Q3 		$2.01M Buy
36,400
+1,400
+4% +$74.4K 0.03% 736
2017
Q2 		$1.94M Buy
35,000
+11,000
+46% +$589K 0.02% 785
2017
Q1 		$1.34M Sell
24,000
-8,000
-25% -$454K 0.02% 1069
2016
Q4 		$1.76M Sell
32,000
-314,100
-91% -$15.8M 0.02% 763
2016
Q3 		$15.3M Sell
346,100
-446,400
-56% -$21.4M 0.19% 74
2016
Q2 		$37.5M Buy
792,500
+66,500
+9% +$3.24M 0.41% 27
2016
Q1 		$35.1M Buy
726,000
+686,000
+1,715% +$33.6M 0.58% 18
2015
Q4 		$2.17M Buy
40,000
+16,000
+67% +$869K 0.06% 337
2015
Q3 		$1.23M Buy
+24,000
New +$1.32M 0.03% 546

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Paloma Partners's WFC Position: Q3 2024 in Review

Paloma Partners sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 192,374 shares — an estimated $10.9M sold.

Paloma Partners first reported a position in WFC in Q2 2013 and held it in 38 quarters. The position peaked at $69.4M in Q4 2019. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Paloma Partners reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 192,374 Wells Fargo shares in Q3 2024, an estimated $10.9M.
  • Paloma Partners first reported a position in Wells Fargo in Q2 2013 and held it in 38 quarters.
  • Paloma Partners's Wells Fargo position peaked at $69.4M in Q4 2019.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.