Wells Fargo
SVT

Wells Fargo’s Servotronics SVT Stock Holding History

Wells Fargo’s Portfolio SVT Stock Details SVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,000
Closed -$244K – 7356
2025
Q1 		$244K Buy
23,000
+22,000
+2,200% +$237K ﹤0.01% 4559
2024
Q4 		$11.1K Hold
1,000
– – ﹤0.01% 5911
2024
Q3 		$11.3K Sell
1,000
-22,807
-96% -$267K ﹤0.01% 5768
2024
Q2 		$283K Sell
23,807
-12
-0.1% -$147 ﹤0.01% 4279
2024
Q1 		$328K Hold
23,819
– – ﹤0.01% 4170
2023
Q4 		$298K Sell
23,819
-3,847
-14% -$41.5K ﹤0.01% 4222
2023
Q3 		$305K Buy
27,666
+3,849
+16% +$45.8K ﹤0.01% 4088
2023
Q2 		$327K Buy
23,817
+1
+0% +$12 ﹤0.01% 4261
2023
Q1 		$252K Buy
23,816
+23,806
+238,060% +$263K ﹤0.01% 4298
2022
Q4 		$106 Hold
10
– – ﹤0.01% 6777
2022
Q3 		$0 Sell
10
-1
-9% -$11 ﹤0.01% 7331
2022
Q2 		$0 Sell
11
-514
-98% -$5.8K ﹤0.01% 7456
2022
Q1 		$8K Hold
525
– – ﹤0.01% 6353
2021
Q4 		$7K Buy
525
+515
+5,150% +$6.37K ﹤0.01% 6645
2021
Q3 		$0 Sell
10
-1
-9% -$10 ﹤0.01% 7488
2021
Q2 		$0 Hold
11
– – ﹤0.01% 7417
2021
Q1 		$0 Hold
11
– – ﹤0.01% 7352
2020
Q4 		$0 Hold
11
– – ﹤0.01% 7000
2020
Q3 		$0 Buy
11
+4
+57% +$33 ﹤0.01% 6877
2020
Q2 		$0 Hold
7
– – ﹤0.01% 6798
2020
Q1 		$0 Buy
+7
New +$64 ﹤0.01% 6770
2019
Q3 		– Sell
-1
Closed -$10 – 6704
2019
Q2 		$0 Hold
1
– – ﹤0.01% 6611
2019
Q1 		$0 Hold
1
– – ﹤0.01% 6428
2018
Q4 		$0 Hold
1
– – ﹤0.01% 6598
2018
Q3 		$0 Hold
1
– – ﹤0.01% 6557
2018
Q2 		$0 Hold
1
– – ﹤0.01% 6555
2018
Q1 		$0 Hold
1
– – ﹤0.01% 6559
2017
Q4 		$0 Hold
1
– – ﹤0.01% 6512
2017
Q3 		$0 Hold
1
– – ﹤0.01% 6457
2017
Q2 		$0 Buy
+1
New +$10 ﹤0.01% 6439
2016
Q2 		– Sell
-1
Closed -$8 – 6313
2016
Q1 		$0 Hold
1
– – ﹤0.01% 6409
2015
Q4 		$0 Hold
1
– – ﹤0.01% 6401
2015
Q3 		$0 Buy
+1
New +$7 ﹤0.01% 6432
2014
Q4 		– Sell
-1
Closed -$6 – 6395
2014
Q3 		$0 Hold
1
– – ﹤0.01% 6336
2014
Q2 		$0 Hold
1
– – ﹤0.01% 6274
2014
Q1 		$0 Hold
1
– – ﹤0.01% 6065
2013
Q4 		$0 Hold
1
– – ﹤0.01% 5915
2013
Q3 		$0 Buy
+1
New +$8 ﹤0.01% 5832

Other funds holding SVT

BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Wells Fargo's SVT Position: Q2 2025 in Review

Wells Fargo sold out of Servotronics (SVT) in Q2 2025, closing a stake of 23,000 shares — an estimated $244K sold.

Wells Fargo first reported a position in SVT in Q3 2013 and held it in 38 quarters. The position peaked at $328K in Q1 2024. 28 funds tracked by Wall St. Rank hold SVT as of Q2 2025.

  • Wells Fargo reported no remaining Servotronics position as of Q2 2025 after selling out during the quarter.
  • Wells Fargo sold 23,000 Servotronics shares in Q2 2025, an estimated $244K.
  • Wells Fargo first reported a position in Servotronics in Q3 2013 and held it in 38 quarters.
  • Wells Fargo's Servotronics position peaked at $328K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held Servotronics as of Q2 2025.

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