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West Oak Capital’s Wells Fargo WFC Stock Holding History

West Oak Capital’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.28K Sell
5,100
-1,065
-17% -$86.4K 0.17% 84
2025
Q2 		$4.94K Sell
6,165
-35
-0.6% -$2.52K 0.19% 81
2025
Q1 		$4.45K Sell
6,200
-500
-7% -$37.5K 0.17% 83
2024
Q4 		$4.71M Sell
6,700
-6,925
-51% -$473K 0.17% 81
2024
Q3 		$3.79K Buy
13,625
+6,700
+97% +$379K 0.07% 93
2024
Q2 		$411K Buy
6,925
+550
+9% +$32.5K 0.17% 83
2024
Q1 		$369K Hold
6,375
– – 0.16% 90
2023
Q4 		$302K Hold
6,375
– – 0.14% 97
2023
Q3 		$260K Buy
6,375
+650
+11% +$28.1K 0.13% 102
2023
Q2 		$244K Hold
5,725
– – 0.12% 109
2023
Q1 		$214K Buy
5,725
+2,075
+57% +$90.4K 0.11% 116
2022
Q4 		$151K Sell
3,650
-500
-12% -$22.1K 0.08% 120
2022
Q3 		$167K Sell
4,150
-400
-9% -$17.2K 0.09% 121
2022
Q2 		$178K Sell
4,550
-800
-15% -$35.1K 0.09% 119
2022
Q1 		$259K Sell
5,350
-150
-3% -$8.03K 0.12% 118
2021
Q4 		$264K Buy
5,500
+700
+15% +$34.5K 0.1% 119
2021
Q3 		$223K Hold
4,800
– – 0.09% 121
2021
Q2 		$217K Hold
4,800
– – 0.09% 120
2021
Q1 		$188K Buy
4,800
+4,050
+540% +$143K 0.08% 125
2020
Q4 		$23K Hold
750
– – 0.01% 213
2020
Q3 		$18K Hold
750
– – 0.01% 204
2020
Q2 		$19K Sell
750
-150
-17% -$4.1K 0.01% 205
2020
Q1 		$26K Buy
900
+150
+20% +$6.38K 0.02% 185
2019
Q4 		$40K Hold
750
– – 0.02% 186
2019
Q3 		$38K Sell
750
-1,800
-71% -$84.8K 0.02% 191
2019
Q2 		$121K Hold
2,550
– – 0.07% 130
2019
Q1 		$123K Sell
2,550
-200
-7% -$9.84K 0.08% 129
2018
Q4 		$127K Hold
2,750
– – 0.09% 122
2018
Q3 		$145K Buy
2,750
+200
+8% +$11.4K 0.08% 128
2018
Q2 		$141K Sell
2,550
-21,457
-89% -$1.15M 0.09% 123
2018
Q1 		$1.26M Sell
24,007
-11,372
-32% -$676K 0.75% 52
2017
Q4 		$2.15M Sell
35,379
-1,894
-5% -$107K 1.32% 13
2017
Q3 		$2.06M Sell
37,273
-699
-2% -$37.2K 1.22% 17
2017
Q2 		$2.1M Sell
37,972
-606
-2% -$32.5K 1.28% 12
2017
Q1 		$2.15M Buy
38,578
+1,919
+5% +$109K 1.32% 13
2016
Q4 		$2.02M Sell
36,659
-3,275
-8% -$165K 1.35% 12
2016
Q3 		$1.77M Buy
39,934
+550
+1% +$26.3K 1.22% 23
2016
Q2 		$1.86M Buy
39,384
+1,140
+3% +$55.6K 1.35% 21
2016
Q1 		$1.85M Sell
38,244
-210
-0.5% -$10.3K 1.42% 18
2015
Q4 		$2.09M Buy
38,454
+1,620
+4% +$88K 1.62% 8
2015
Q3 		$1.89M Sell
36,834
-190
-0.5% -$10.4K 1.53% 8
2015
Q2 		$2.08M Sell
37,024
-180
-0.5% -$10K 1.55% 6
2015
Q1 		$2.02M Sell
37,204
-2,971
-7% -$161K 1.48% 10
2014
Q4 		$2.2M Sell
40,175
-649
-2% -$34.4K 1.6% 5
2014
Q3 		$2.12M Sell
40,824
-480
-1% -$24.7K 1.59% 4
2014
Q2 		$2.17M Sell
41,304
-490
-1% -$24.6K 1.57% 5
2014
Q1 		$2.08M Sell
41,794
-650
-2% -$30.3K 1.52% 4
2013
Q4 		$1.93M Sell
42,444
-120
-0.3% -$5.18K 1.42% 9
2013
Q3 		$1.76M Sell
42,564
-1,160
-3% -$49.5K 1.38% 10
2013
Q2 		$1.8M Buy
+43,724
New +$1.7M 1.51% 7

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

West Oak Capital's WFC Position: Q3 2025 in Review

West Oak Capital reduced its Wells Fargo (WFC) stake by 17% in Q3 2025, selling an estimated $86.4K and leaving 5,100 shares worth $4.28K. The position accounts for 0.17% of the portfolio, ranked #84.

West Oak Capital first reported a position in WFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.71M in Q4 2024. 2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

  • West Oak Capital held 5,100 shares of Wells Fargo worth $4.28K as of Q3 2025.
  • West Oak Capital sold 1,065 Wells Fargo shares in Q3 2025, an estimated $86.4K.
  • Wells Fargo made up 0.17% of West Oak Capital's portfolio in Q3 2025, its #84 holding.
  • West Oak Capital first reported a position in Wells Fargo in Q2 2013 and has held it in 50 quarters since.
  • West Oak Capital's Wells Fargo position peaked at $4.71M in Q4 2024.
  • 2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.