Wells Fargo
SBDS

Wells Fargo’s Solo Brands Inc SBDS Stock Holding History

Wells Fargo’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-422
Closed -$2.83K – 7475
2025
Q1 		$2.83K Buy
422
+9
+2% +$276 ﹤0.01% 6112
2024
Q4 		$18.8K Buy
413
+90
+28% +$4.46K ﹤0.01% 5784
2024
Q3 		$18.2K Buy
323
+144
+80% +$10.2K ﹤0.01% 5660
2024
Q2 		$16.3K Buy
179
+22
+14% +$1.73K ﹤0.01% 5632
2024
Q1 		$13.6K Buy
157
+20
+15% +$2.3K ﹤0.01% 5674
2023
Q4 		$33.6K Buy
137
+19
+16% +$3.7K ﹤0.01% 5427
2023
Q3 		$24K Sell
118
-107
-48% -$23.3K ﹤0.01% 5522
2023
Q2 		$50.9K Sell
225
-268
-54% -$66.6K ﹤0.01% 5421
2023
Q1 		$142K Buy
493
+98
+25% +$18.9K ﹤0.01% 4630
2022
Q4 		$58.8K Sell
395
-1
-0.3% -$163 ﹤0.01% 4789
2022
Q3 		$60K Sell
396
-57
-13% -$10.7K ﹤0.01% 4871
2022
Q2 		$74K Sell
453
-192
-30% -$42K ﹤0.01% 4831
2022
Q1 		$221K Buy
645
+464
+256% +$205K ﹤0.01% 4926
2021
Q4 		$113K Buy
+181
New +$124K ﹤0.01% 5569

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo's SBDS Position: Q2 2025 in Review

Wells Fargo sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 422 shares — an estimated $2.83K sold.

Wells Fargo first reported a position in SBDS in Q4 2021 and held it in 14 quarters. The position peaked at $221K in Q1 2022. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Wells Fargo reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Wells Fargo sold 422 Solo Brands Inc shares in Q2 2025, an estimated $2.83K.
  • Wells Fargo first reported a position in Solo Brands Inc in Q4 2021 and held it in 14 quarters.
  • Wells Fargo's Solo Brands Inc position peaked at $221K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Wells Fargo's 13F filing for Q2 2025, filed 14 Aug 2025.