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Redwood Investment Management’s Wells Fargo WFC Stock Holding History

Redwood Investment Management’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
-3,145
Closed -$264K – 364
2025
Q3 		$264K Sell
3,145
-507
-14% -$41.1K 0.03% 267
2025
Q2 		$293K Sell
3,652
-2,745
-43% -$198K 0.03% 266
2025
Q1 		$459K Buy
+6,397
New +$480K 0.05% 242
2024
Q1 		– Sell
-11,149
Closed -$549K – 408
2023
Q4 		$549K Buy
+11,149
New +$481K 0.05% 279
2022
Q3 		– Sell
-31,793
Closed -$1.25M – 289
2022
Q2 		$1.25M Buy
31,793
+3,167
+11% +$139K 0.21% 89
2022
Q1 		$1.39M Buy
28,626
+230
+0.8% +$12.3K 0.21% 92
2021
Q4 		$1.37M Buy
28,396
+18,816
+196% +$926K 0.18% 161
2021
Q3 		$445K Buy
9,580
+3,795
+66% +$176K 0.06% 240
2021
Q2 		$262K Buy
+5,785
New +$258K 0.04% 247

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

Redwood Investment Management's WFC Position: Q4 2025 in Review

Redwood Investment Management sold out of Wells Fargo (WFC) in Q4 2025, closing a stake of 3,145 shares — an estimated $264K sold.

Redwood Investment Management first reported a position in WFC in Q2 2021 and held it in 9 quarters. The position peaked at $1.39M in Q1 2022. 2,905 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

  • Redwood Investment Management reported no remaining Wells Fargo position as of Q4 2025 after selling out during the quarter.
  • Redwood Investment Management sold 3,145 Wells Fargo shares in Q4 2025, an estimated $264K.
  • Redwood Investment Management first reported a position in Wells Fargo in Q2 2021 and held it in 9 quarters.
  • Redwood Investment Management's Wells Fargo position peaked at $1.39M in Q1 2022.
  • 2,905 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Redwood Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.