Taika Capital’s Wells Fargo WFC Stock Holding History

Taika Capital’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 Q1	–	Sell	-5,180	Closed	-$364K	–	76
2024 Q4	$364K	Buy	+5,180	New	+$354K	0.28%	69
2024 Q3	–	Sell	-12,450	Closed	-$739K	–	63
2024 Q2	$739K	Buy	+12,450	New	+$735K	0.58%	39

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Taika Capital's WFC Position: Q1 2025 in Review

Taika Capital sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 5,180 shares — an estimated $364K sold.

Taika Capital first reported a position in WFC in Q2 2024 and held it in 2 quarters. The position peaked at $739K in Q2 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Taika Capital reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Taika Capital sold 5,180 Wells Fargo shares in Q1 2025, an estimated $364K.
Taika Capital first reported a position in Wells Fargo in Q2 2024 and held it in 2 quarters.
Taika Capital's Wells Fargo position peaked at $739K in Q2 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Taika Capital's 13F filing for Q1 2025.