Sherbrooke Park Advisers’s Wells Fargo WFC Stock Holding History

Sherbrooke Park Advisers’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	$473K	Buy	5,080 +2,235	+79%	+$194K	1.22%	13
2025 Q3	$238K	Sell	2,845 -11,300	-80%	-$916K	0.11%	332
2025 Q2	$1.13M	Buy	14,145 +6,826	+93%	+$492K	0.49%	30
2025 Q1	$525K	Buy	+7,319	New	+$550K	0.24%	124
2024 Q4	–	Sell	-9,140	Closed	-$516K	–	1201
2024 Q3	$516K	Sell	9,140 -28,022	-75%	-$1.58M	0.12%	302
2024 Q2	$2.21M	Buy	37,162 +13,897	+60%	+$820K	0.39%	17
2024 Q1	$1.35M	Buy	23,265 +13,331	+134%	+$697K	0.26%	92
2023 Q4	$489K	Buy	9,934 +81	+0.8%	+$3.5K	0.23%	166
2023 Q3	$403K	Buy	+9,853	New	+$425K	0.13%	285

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sherbrooke Park Advisers's WFC Position: Q4 2025 in Review

Sherbrooke Park Advisers increased its Wells Fargo (WFC) stake by 79% in Q4 2025, buying an estimated $194K and bringing the position to 5,080 shares worth $473K. The position accounts for 1.22% of the portfolio, ranked #13.

Sherbrooke Park Advisers first reported a position in WFC in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.21M in Q2 2024. 2,896 funds tracked by Wall St. Rank hold WFC as of Q4 2025.

Sherbrooke Park Advisers held 5,080 shares of Wells Fargo worth $473K as of Q4 2025.
Sherbrooke Park Advisers bought 2,235 Wells Fargo shares in Q4 2025, an estimated $194K.
Wells Fargo made up 1.22% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #13 holding.
Sherbrooke Park Advisers first reported a position in Wells Fargo in Q3 2023 and has held it in 9 quarters since.
Sherbrooke Park Advisers's Wells Fargo position peaked at $2.21M in Q2 2024.
2,896 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.