Vienna Insurance Group’s Wells Fargo WFC Stock Holding History

Vienna Insurance Group’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
2024 Q4	–	Sell	-169,510	Closed	-$9.58M	–	91
2024 Q3	$9.58M	Hold	169,510	–	–	4.08%	2
2024 Q2	$10.1M	Hold	169,510	–	–	3.94%	4
2024 Q1	$9.82M	Hold	169,510	–	–	3.85%	3
2023 Q4	$8.34M	Hold	169,510	–	–	3.84%	3
2023 Q3	$6.93M	Hold	169,510	–	–	3.09%	5
2023 Q2	$7.23M	Hold	169,510	–	–	3.35%	7
2023 Q1	$6.34M	Hold	169,510	–	–	3.72%	9
2022 Q4	$7M	Hold	169,510	–	–	5.42%	4
2022 Q3	$6.82M	Hold	169,510	–	–	4.81%	5
2022 Q2	$6.64M	Buy	169,510 +70,000	+70%	+$3.07M	4.5%	5
2022 Q1	$4.82M	Hold	99,510	–	–	2.7%	13
2021 Q4	$4.77M	Sell	99,510 -30,490	-23%	-$1.5M	3.26%	12
2021 Q3	$6.03M	Hold	130,000	–	–	3.22%	10
2021 Q2	$5.89M	Buy	+130,000	New	+$5.8M	3.7%	10

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vienna Insurance Group's WFC Position: Q4 2024 in Review

Vienna Insurance Group sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 169,510 shares — an estimated $9.58M sold.

Vienna Insurance Group first reported a position in WFC in Q2 2021 and held it in 14 quarters. The position peaked at $10.1M in Q2 2024. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Vienna Insurance Group reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Vienna Insurance Group sold 169,510 Wells Fargo shares in Q4 2024, an estimated $9.58M.
Vienna Insurance Group first reported a position in Wells Fargo in Q2 2021 and held it in 14 quarters.
Vienna Insurance Group's Wells Fargo position peaked at $10.1M in Q2 2024.
2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Vienna Insurance Group's 13F filing for Q4 2024, filed 10 Feb 2025.