SPX Gestao de Recursos’s Wells Fargo WFC Stock Holding History

SPX Gestao de Recursos’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 Q3	–	Sell	-30,000	Closed	-$2.4M	–	188
2025 Q2	$2.4M	Buy	+30,000	New	+$2.16M	0.22%	61
2015 Q4	–	Sell	-45,000	Closed	-$2.31M	–	28
2015 Q3	$2.31M	Hold	45,000	–	–	2.77%	16
2015 Q2	$2.53M	Buy	+45,000	New	+$2.51M	0.74%	29
2015 Q1	–	Sell	-97,000	Closed	-$5.32M	–	39
2014 Q4	$5.32M	Buy	+97,000	New	+$5.14M	1.82%	17

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

SPX Gestao de Recursos's WFC Position: Q3 2025 in Review

SPX Gestao de Recursos sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 30,000 shares — an estimated $2.4M sold.

SPX Gestao de Recursos first reported a position in WFC in Q4 2014 and held it in 4 quarters. The position peaked at $5.32M in Q4 2014. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

SPX Gestao de Recursos reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
SPX Gestao de Recursos sold 30,000 Wells Fargo shares in Q3 2025, an estimated $2.4M.
SPX Gestao de Recursos first reported a position in Wells Fargo in Q4 2014 and held it in 4 quarters.
SPX Gestao de Recursos's Wells Fargo position peaked at $5.32M in Q4 2014.
2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on SPX Gestao de Recursos's 13F filing for Q3 2025, filed 12 Nov 2025.