XC
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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
-1,100
Closed -$103K – 298
2025
Q4 		$103K Sell
1,100
-700
-39% -$60.8K 0.06% 232
2025
Q3 		$151K Buy
+1,800
New +$146K 0.08% 132
2025
Q2 		– Sell
-6,100
Closed -$438K – 223
2025
Q1 		$438K Sell
6,100
-2,200
-27% -$165K 0.12% 128
2024
Q4 		$583K Buy
+8,300
New +$567K 0.28% 86

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
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
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.