Waycross Partners’s Wells Fargo WFC Stock Holding History

Waycross Partners’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 Q4	–	Sell	-45,000	Closed	-$3.77M	–	99
2025 Q3	$3.77M	Sell	45,000 -424,385	-90%	-$34.4M	0.32%	36
2025 Q2	$37.6M	Buy	469,385 +14,873	+3%	+$1.07M	3.54%	10
2025 Q1	$32.6M	Buy	454,512 +126,894	+39%	+$9.53M	3.66%	9
2024 Q4	$23M	Buy	327,618 +12,128	+4%	+$828K	2.98%	10
2024 Q3	$17.8M	Buy	315,490 +33,451	+12%	+$1.89M	2.46%	18
2024 Q2	$16.8M	Buy	282,039 +31,033	+12%	+$1.83M	2.57%	13
2024 Q1	$14.5M	Buy	251,006 +19,656	+8%	+$1.03M	2.5%	17
2023 Q4	$11.4M	Buy	231,350 +92,818	+67%	+$4.01M	2.14%	19
2023 Q3	$5.66M	Sell	138,532 -27,824	-17%	-$1.2M	1.25%	28
2023 Q2	$7.1M	Buy	166,356 +28,330	+21%	+$1.14M	1.54%	27
2023 Q1	$5.16M	Sell	138,026 -4,261	-3%	-$186K	1.5%	27
2022 Q4	$5.88M	Buy	142,287 +54,138	+61%	+$2.4M	2.13%	19
2022 Q3	$3.54M	Buy	+88,149	New	+$3.79M	2.38%	12

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase New York $1.47T AUM 27.86% 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 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

Norges Bank Oslo, Norway $935B AUM