Wells Fargo
SHFS icon

Wells Fargo’s SHF Holdings SHFS Stock Holding History

Wells Fargo’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$133 – 7397
2024
Q1 		$133 Hold
7
– – ﹤0.01% 6593
2023
Q4 		$193 Buy
7
+1
+17% +$16 ﹤0.01% 6618
2023
Q3 		$101 Sell
6
-3
-33% -$32 ﹤0.01% 6768
2023
Q2 		$98 Buy
9
+4
+80% +$41 ﹤0.01% 6873
2023
Q1 		$55 Buy
5
+4
+400% +$70 ﹤0.01% 7088
2022
Q4 		$41 Buy
+1
New +$69 ﹤0.01% 7078

Other funds holding SHFS

MI
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ACM
Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Wells Fargo's SHFS Position: Q2 2024 in Review

Wells Fargo sold out of SHF Holdings (SHFS) in Q2 2024, closing a stake of 7 shares — an estimated $133 sold.

Wells Fargo first reported a position in SHFS in Q4 2022 and held it in 6 quarters. The position peaked at $193 in Q4 2023. 22 funds tracked by Wall St. Rank hold SHFS as of Q2 2024.

  • Wells Fargo reported no remaining SHF Holdings position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 7 SHF Holdings shares in Q2 2024, an estimated $133.
  • Wells Fargo first reported a position in SHF Holdings in Q4 2022 and held it in 6 quarters.
  • Wells Fargo's SHF Holdings position peaked at $193 in Q4 2023.
  • 22 funds tracked by Wall St. Rank held SHF Holdings as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.