Sebold Capital Management’s Wells Fargo WFC Stock Holding History

Sebold Capital 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 Q2	$645K	Buy	8,055 +56	+0.7%	+$4.04K	0.4%	39
2025 Q1	$574K	Sell	7,999 -635	-7%	-$47.7K	0.38%	37
2024 Q4	$606K	Sell	8,634 -533	-6%	-$36.4K	0.41%	35
2024 Q3	$518K	Sell	9,167 -981	-10%	-$55.5K	0.34%	36
2024 Q2	$603K	Sell	10,148 -510	-5%	-$30.1K	0.42%	37
2024 Q1	$618K	Sell	10,658 -866	-8%	-$45.3K	0.42%	36
2023 Q4	$567K	Sell	11,524 -1,000	-8%	-$43.2K	0.42%	37
2023 Q3	$512K	Buy	12,524 +203	+2%	+$8.76K	0.42%	37
2023 Q2	$526K	Buy	12,321 +48	+0.4%	+$1.93K	0.42%	37
2023 Q1	$459K	Buy	12,273 +1	+0%	+$44	0.36%	41
2022 Q4	$507K	Buy	+12,272	New	+$543K	0.42%	36

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Sebold Capital Management's WFC Position: Q2 2025 in Review

Sebold Capital Management increased its Wells Fargo (WFC) stake by 0.7% in Q2 2025, buying an estimated $4.04K and bringing the position to 8,055 shares worth $645K. The position accounts for 0.4% of the portfolio, ranked #39.

Sebold Capital Management first reported a position in WFC in Q4 2022 and has held it in 11 quarters since. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

Sebold Capital Management held 8,055 shares of Wells Fargo worth $645K as of Q2 2025.
Sebold Capital Management bought 56 Wells Fargo shares in Q2 2025, an estimated $4.04K.
Wells Fargo made up 0.4% of Sebold Capital Management's portfolio in Q2 2025, its #39 holding.
Sebold Capital Management first reported a position in Wells Fargo in Q4 2022 and has held it in 11 quarters since.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.