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Symmetry Investments’s Wells Fargo WFC Stock Holding History

Symmetry Investments’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
-641,322
Closed -$51.4M – 202
2025
Q2 		$51.4M Buy
641,322
+522,631
+440% +$37.7M 3.55% 4
2025
Q1 		$8.52M Sell
118,691
-325,493
-73% -$24.4M 0.59% 27
2024
Q4 		$31.2M Buy
+444,184
New +$30.3M 1.62% 9
2024
Q3 		– Sell
-97,660
Closed -$5.8M – 216
2024
Q2 		$5.8M Buy
+97,660
New +$5.77M 0.65% 33
2024
Q1 		– Sell
-10,516
Closed -$518K – 258
2023
Q4 		$518K Sell
10,516
-20,465
-66% -$883K 0.04% 158
2023
Q3 		$1.27M Buy
+30,981
New +$1.34M 0.26% 84
2021
Q3 		– Sell
-74,579
Closed -$3.38M – 157
2021
Q2 		$3.38M Buy
+74,579
New +$3.33M 0.96% 29

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Symmetry Investments's WFC Position: Q3 2025 in Review

Symmetry Investments sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 641,322 shares — an estimated $51.4M sold.

Symmetry Investments first reported a position in WFC in Q2 2021 and held it in 7 quarters. The position peaked at $51.4M in Q2 2025. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Symmetry Investments reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Symmetry Investments sold 641,322 Wells Fargo shares in Q3 2025, an estimated $51.4M.
  • Symmetry Investments first reported a position in Wells Fargo in Q2 2021 and held it in 7 quarters.
  • Symmetry Investments's Wells Fargo position peaked at $51.4M in Q2 2025.
  • 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Symmetry Investments's 13F filing for Q3 2025, filed 14 Nov 2025.