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PSI Advisors’s Wells Fargo WFC Stock Holding History

PSI Advisors’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
Q2 		– Sell
-2,012
Closed -$144K – 697
2025
Q1 		$144K Sell
2,012
-148
-7% -$11.1K 0.05% 134
2024
Q4 		$152K Buy
2,160
+1
+0% +$68 0.05% 146
2024
Q3 		$122K Sell
2,159
-24
-1% -$1.36K 0.04% 168
2024
Q2 		$130K Sell
2,183
-177
-8% -$10.4K 0.04% 158
2024
Q1 		$137K Sell
2,360
-649
-22% -$34K 0.05% 154
2023
Q4 		$148K Sell
3,009
-1,349
-31% -$58.2K 0.06% 149
2023
Q3 		$178K Sell
4,358
-421
-9% -$18.2K 0.08% 133
2023
Q2 		$204K Sell
4,779
-68
-1% -$2.74K 0.09% 120
2023
Q1 		$181K Hold
4,847
– – 0.09% 123
2022
Q4 		$200K Sell
4,847
-2,005
-29% -$88.7K 0.11% 106
2022
Q3 		$276K Sell
6,852
-1,449
-17% -$62.3K 0.15% 98
2022
Q2 		$325K Sell
8,301
-219
-3% -$9.61K 0.16% 95
2022
Q1 		$413K Sell
8,520
-199
-2% -$10.7K 0.17% 102
2021
Q4 		$418K Sell
8,719
-815
-9% -$40.1K 0.17% 102
2021
Q3 		$442K Sell
9,534
-345
-3% -$16K 0.2% 92
2021
Q2 		$447K Sell
9,879
-5,274
-35% -$236K 0.24% 81
2021
Q1 		$592K Sell
15,153
-10,900
-42% -$386K 0.35% 61
2020
Q4 		$786K Sell
26,053
-4,630
-15% -$120K 0.54% 41
2020
Q3 		$721K Buy
30,683
+601
+2% +$14.8K 0.55% 36
2020
Q2 		$770K Buy
30,082
+6,952
+30% +$190K 0.62% 36
2020
Q1 		$663K Buy
23,130
+9,380
+68% +$399K 0.61% 38
2019
Q4 		$739K Buy
+13,750
New +$720K 0.48% 44

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley New York $1.66T AUM 25.57% 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

PSI Advisors's WFC Position: Q2 2025 in Review

PSI Advisors sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 2,012 shares — an estimated $144K sold.

PSI Advisors first reported a position in WFC in Q4 2019 and held it in 22 quarters. The position peaked at $786K in Q4 2020. 2,626 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • PSI Advisors reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2,012 Wells Fargo shares in Q2 2025, an estimated $144K.
  • PSI Advisors first reported a position in Wells Fargo in Q4 2019 and held it in 22 quarters.
  • PSI Advisors's Wells Fargo position peaked at $786K in Q4 2020.
  • 2,626 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.