Pine Valley Investments’s Wells Fargo WFC Stock Holding History

Pine Valley Investments’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	-4,879	Closed	-$409K	–	591
2025 Q3	$409K	Buy	4,879 +113	+2%	+$9.16K	0.02%	386
2025 Q2	$382K	Buy	4,766 +1	+0%	+$72	0.02%	380
2025 Q1	$342K	Sell	4,765 -424	-8%	-$31.8K	0.02%	391
2024 Q4	$364K	Buy	5,189 +1	+0%	+$68	0.02%	390
2024 Q3	$293K	Buy	5,188 +1	+0%	+$57	0.02%	419
2024 Q2	$308K	Buy	5,187 +1	+0%	+$59	0.02%	382
2024 Q1	$301K	Sell	5,186 -2,710	-34%	-$142K	0.02%	395
2023 Q4	$389K	Sell	7,896 -148	-2%	-$6.39K	0.03%	338
2023 Q3	$329K	Sell	8,044 -217	-3%	-$9.37K	0.03%	352
2023 Q2	$353K	Buy	+8,261	New	+$333K	0.04%	300

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase New York $1.47T 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 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 Oslo, Norway $935B AUM