Wells Fargo
LOCL icon

Wells Fargo’s Local Bounti LOCL Stock Holding History

Wells Fargo’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-115
Closed -$238 – 7156
2024
Q4 		$238 Hold
115
– – ﹤0.01% 6349
2024
Q3 		$288 Hold
115
– – ﹤0.01% 6207
2024
Q2 		$321 Sell
115
-33
-22% -$93 ﹤0.01% 6176
2024
Q1 		$431 Buy
148
+1
+0.7% +$2 ﹤0.01% 6312
2023
Q4 		$304 Sell
147
-5
-3% -$13 ﹤0.01% 6500
2023
Q3 		$373 Buy
152
+11
+8% +$35 ﹤0.01% 6429
2023
Q2 		$384 Sell
141
-926
-87% -$5.27K ﹤0.01% 6540
2023
Q1 		$11.1K Buy
1,067
+936
+715% +$10K ﹤0.01% 5833
2022
Q4 		$2.36K Sell
131
-57
-30% -$1.78K ﹤0.01% 5972
2022
Q3 		$7K Buy
188
+10
+6% +$468 ﹤0.01% 5812
2022
Q2 		$7K Sell
178
-278
-61% -$20.5K ﹤0.01% 5892
2022
Q1 		$51K Buy
456
+341
+297% +$25.8K ﹤0.01% 5645
2021
Q4 		$10K Buy
+115
New +$12.7K ﹤0.01% 6532

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wells Fargo's LOCL Position: Q1 2025 in Review

Wells Fargo sold out of Local Bounti (LOCL) in Q1 2025, closing a stake of 115 shares — an estimated $238 sold.

Wells Fargo first reported a position in LOCL in Q4 2021 and held it in 13 quarters. The position peaked at $51K in Q1 2022. 19 funds tracked by Wall St. Rank hold LOCL as of Q1 2025.

  • Wells Fargo reported no remaining Local Bounti position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 115 Local Bounti shares in Q1 2025, an estimated $238.
  • Wells Fargo first reported a position in Local Bounti in Q4 2021 and held it in 13 quarters.
  • Wells Fargo's Local Bounti position peaked at $51K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held Local Bounti as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.