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Traynor Capital Management’s Wells Fargo WFC Stock Holding History

Traynor Capital Management’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
-6,915
Closed -$564K – 382
2025
Q2 		$564K Buy
6,915
+217
+3% +$15.6K 0.04% 126
2025
Q1 		$481K Buy
6,698
+3,474
+108% +$261K 0.04% 126
2024
Q4 		$226K Sell
3,224
-486
-13% -$33.2K 0.02% 223
2024
Q3 		$210K Buy
+3,710
New +$210K 0.01% 225
2024
Q2 		– Sell
-7,626
Closed -$442K – 319
2024
Q1 		$442K Sell
7,626
-3,433
-31% -$180K 0.04% 153
2023
Q4 		$544K Buy
11,059
+2,533
+30% +$109K 0.06% 131
2023
Q3 		$348K Sell
8,526
-1,029
-11% -$44.4K 0.04% 149
2023
Q2 		$408K Buy
+9,555
New +$385K 0.05% 132
2022
Q3 		– Sell
-5,133
Closed -$201K – 196
2022
Q2 		$201K Buy
+5,133
New +$225K 0.03% 149
2022
Q1 		– Sell
-5,858
Closed -$281K – 241
2021
Q4 		$281K Buy
5,858
+80
+1% +$3.94K 0.03% 156
2021
Q3 		$268K Sell
5,778
-486
-8% -$22.5K 0.04% 153
2021
Q2 		$282K Buy
6,264
+1,032
+20% +$46.1K 0.04% 148
2021
Q1 		$204K Sell
5,232
-3,132
-37% -$111K 0.03% 160
2020
Q4 		$252K Sell
8,364
-1,497
-15% -$38.8K 0.04% 129
2020
Q3 		$229K Buy
+9,861
New +$243K 0.05% 131
2020
Q1 		– Sell
-4,867
Closed -$261K – 196
2019
Q4 		$261K Buy
+4,867
New +$255K 0.07% 137
2015
Q2 		– Sell
-5,134
Closed -$279K – 150
2015
Q1 		$279K Sell
5,134
-367
-7% -$19.8K 0.27% 85
2014
Q4 		$301K Buy
+5,501
New +$291K 0.35% 69

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Traynor Capital Management's WFC Position: Q3 2025 in Review

Traynor Capital Management sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 6,915 shares — an estimated $564K sold.

Traynor Capital Management first reported a position in WFC in Q4 2014 and held it in 18 quarters. The position peaked at $564K in Q2 2025. 2,660 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • Traynor Capital Management reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
  • Traynor Capital Management sold 6,915 Wells Fargo shares in Q3 2025, an estimated $564K.
  • Traynor Capital Management first reported a position in Wells Fargo in Q4 2014 and held it in 18 quarters.
  • Traynor Capital Management's Wells Fargo position peaked at $564K in Q2 2025.
  • 2,660 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on Traynor Capital Management's 13F filing for Q3 2025, filed 3 Nov 2025.