Perbak Capital Partners’s Wells Fargo WFC Stock Holding History

Perbak Capital 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
2025 Q4	–	Sell	-15,015	Closed	-$1.26M	–	324
2025 Q3	$1.26M	Buy	15,015 +8,816	+142%	+$715K	0.22%	87
2025 Q2	$497K	Buy	+6,199	New	+$447K	0.11%	180

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Perbak Capital Partners's WFC Position: Q4 2025 in Review

Perbak Capital Partners sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 15,015 shares — an estimated $1.26M sold.

Perbak Capital Partners first reported a position in WFC in Q2 2025 and held it in 2 quarters. The position peaked at $1.26M in Q3 2025. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Perbak Capital Partners reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
Perbak Capital Partners sold 15,015 Wells Fargo shares in Q4 2025, an estimated $1.26M.
Perbak Capital Partners first reported a position in Wells Fargo in Q2 2025 and held it in 2 quarters.
Perbak Capital Partners's Wells Fargo position peaked at $1.26M in Q3 2025.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Perbak Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.