PIMJS
WFC icon

PKO Investment Management Joint-Stock’s Wells Fargo WFC Stock Holding History

PKO Investment Management Joint-Stock’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
2023
Q3 		– Sell
-17,479
Closed -$746K – 145
2023
Q2 		$746K Buy
+17,479
New +$704K 0.09% 118

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PKO Investment Management Joint-Stock's WFC Position: Q3 2023 in Review

PKO Investment Management Joint-Stock sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 17,479 shares — an estimated $746K sold.

PKO Investment Management Joint-Stock first reported a position in WFC in Q2 2023 and held it in 1 quarter. The position peaked at $746K in Q2 2023. 1,969 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • PKO Investment Management Joint-Stock reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
  • PKO Investment Management Joint-Stock sold 17,479 Wells Fargo shares in Q3 2023, an estimated $746K.
  • PKO Investment Management Joint-Stock first reported a position in Wells Fargo in Q2 2023 and held it in 1 quarter.
  • PKO Investment Management Joint-Stock's Wells Fargo position peaked at $746K in Q2 2023.
  • 1,969 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on PKO Investment Management Joint-Stock's 13F filing for Q3 2023, filed 13 Mar 2025.