XY Capital’s Wells Fargo WFC Stock Holding History

XY 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
2026 Q1	–	Sell	-2,500	Closed	-$233K	–	297
2025 Q4	$233K	Sell	2,500 -700	-22%	-$60.8K	0.15%	127
2025 Q3	$268K	Buy	+3,200	New	+$259K	0.14%	99
2025 Q2	–	Sell	-4,300	Closed	-$309K	–	221
2025 Q1	$309K	Sell	4,300 -1,000	-19%	-$75.1K	0.09%	148
2024 Q4	$372K	Buy	+5,300	New	+$362K	0.18%	121

Other funds holding WFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

XY Capital's WFC Position: Q2 2025 in Review

XY Capital sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 657 shares — an estimated $47.2K sold.

XY Capital first reported a position in WFC in Q4 2024 and held it in 2 quarters. The position peaked at $63.6K in Q4 2024. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

XY Capital reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
XY Capital sold 657 Wells Fargo shares in Q2 2025, an estimated $47.2K.
XY Capital first reported a position in Wells Fargo in Q4 2024 and held it in 2 quarters.
XY Capital's Wells Fargo position peaked at $63.6K in Q4 2024.
2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on XY Capital's 13F filing for Q2 2025, filed 14 Aug 2025.