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Jefferies Group’s WFC Holdings & Trades

First Buy
Q4 2022
Duration Held
13 Quarters
Largest Add
Q2 2025
+476,965 Shares
Current Position
50,628 Shares
$4.72 M Value

Jefferies Group's WFC Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 50,628 shares of Wells Fargo & Company (WFC) worth $4.72 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.

Based on 13F filings, Jefferies Group has maintained a strategic position in WFC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 476,965 shares. Largest reduction occurred in Q3 2025, reducing 504,606 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Wells Fargo & Company (WFC) Holding Value Over Time

Track share changes against reported price movement

Quarterly Wells Fargo & Company (WFC) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -30,271 Reduce 37.42% 50,628 $93.20
Q3 2025 -504,606 Reduce 86.18% 80,899 $83.82
Q2 2025 +476,965 Add 439.44% 585,505 $80.12
Q1 2025 +27,360 Add 33.70% 108,540 $71.79
Q4 2024 +58,797 Add 262.69% 81,180 $70.24
Q3 2024 -34,375 Reduce 60.56% 22,383 $56.49
Q2 2024 +46,200 Add 437.58% 56,758 $59.39
Q1 2024 +4,043 Add 62.06% 10,558 $57.96
Q4 2023 -44,626 Reduce 87.26% 6,515 $49.22
Q3 2023 +40,481 Add 379.75% 51,141 $40.86
Q2 2023 -89,278 Reduce 89.33% 10,660 $42.68
Q1 2023 +38,575 Add 62.86% 99,938 $37.38
Q4 2022 +61,363 New Buy 61,363 $41.29

Jefferies Group's Wells Fargo & Company Investment FAQs

Jefferies Group first purchased Wells Fargo & Company (WFC) in Q4 2022, acquiring 61,363 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Wells Fargo & Company (WFC) for 13 quarters since Q4 2022.

Jefferies Group's largest addition to Wells Fargo & Company (WFC) was in Q2 2025, adding 585,505 shares worth $46.91 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 50,628 shares of Wells Fargo & Company (WFC), valued at approximately $4.72 M.

As of the Q4 2025 filing, Wells Fargo & Company (WFC) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Wells Fargo & Company (WFC) was 585,505 shares, as reported at the end of Q2 2025.