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	-1	Closed	-$133	–	7397
2024 Q1	$133	Hold	1	–	–	﹤0.01%	6593
2023 Q4	$193	Hold	1	–	–	﹤0.01%	6618
2023 Q3	$101	Hold	1	–	–	﹤0.01%	6768
2023 Q2	$98	Buy	+1	New	+$122	﹤0.01%	6873
2023 Q1	–	Hold	0	–	–	–	7088
2022 Q4	–	Hold	0	–	–	–	7078

Other funds holding SHFS

M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return

Atalaya Capital Management New York $45M AUM 3.02% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 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 1 share — an estimated $133 sold.

Wells Fargo first reported a position in SHFS in Q2 2023 and held it in 4 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 1 SHF Holdings share in Q2 2024, an estimated $133.
Wells Fargo first reported a position in SHF Holdings in Q2 2023 and held it in 4 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.