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 Q2	–	Sell	-120,000	Closed	-$8.61M	–	189
2025 Q1	$8.61M	Buy	+120,000	New	+$9.01M	0.6%	26

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

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

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. 2,657 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.
2,657 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.