Quintet Private Bank (Europe)’s Wells Fargo WFC Stock Holding History

Quintet Private Bank (Europe)’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 Q1	–	Sell	-688	Closed	-$48.3K	–	218
2024 Q4	$48.3K	Buy	+688	New	+$47K	﹤0.01%	152
2024 Q1	–	Sell	-2,332	Closed	-$115K	–	254
2023 Q4	$115K	Sell	2,332 -2,750	-54%	-$119K	0.01%	134
2023 Q3	$208K	Sell	5,082 -666	-12%	-$28.8K	0.01%	121
2023 Q2	$249K	Sell	5,748 -530	-8%	-$21.3K	0.01%	142
2023 Q1	$235K	Buy	+6,278	New	+$274K	0.01%	139
2022 Q2	$249K	Buy	+5,748	New	+$252K	0.01%	142

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quintet Private Bank (Europe)'s WFC Position: Q1 2025 in Review

Quintet Private Bank (Europe) sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 688 shares — an estimated $48.3K sold.

Quintet Private Bank (Europe) first reported a position in WFC in Q2 2022 and held it in 6 quarters. The position peaked at $249K in Q2 2023. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Quintet Private Bank (Europe) reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Quintet Private Bank (Europe) sold 688 Wells Fargo shares in Q1 2025, an estimated $48.3K.
Quintet Private Bank (Europe) first reported a position in Wells Fargo in Q2 2022 and held it in 6 quarters.
Quintet Private Bank (Europe)'s Wells Fargo position peaked at $249K in Q2 2023.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Quintet Private Bank (Europe)'s 13F filing for Q1 2025, filed 16 Apr 2025.