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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 0.03% 300

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pine Valley Investments's WFC Position: Q4 2025 in Review

Pine Valley Investments sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 4,879 shares — an estimated $409K sold.

Pine Valley Investments first reported a position in WFC in Q2 2023 and held it in 10 quarters. The position peaked at $409K in Q3 2025. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Pine Valley Investments reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Pine Valley Investments sold 4,879 Wells Fargo shares in Q4 2025, an estimated $409K.
  • Pine Valley Investments first reported a position in Wells Fargo in Q2 2023 and held it in 10 quarters.
  • Pine Valley Investments's Wells Fargo position peaked at $409K in Q3 2025.
  • 2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Pine Valley Investments's 13F filing for Q4 2025, filed 13 Feb 2026.