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WFC

Wells Fargo & Co. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
18 of 97 filed · prev 18
Median weight
1.26%
Sector
Financials
Type
equity · US

Moves9 this quarter

Streakslongest holders · 53 quarters on record

  1. Davis Chris Davis, portfolio manager 2.8%53+ quarters
  2. Pzena Caroline Cai, CEO 2.1%53+ quarters
  3. Matrix David Katz, CIO 1.5%53+ quarters
  4. Dodge & Cox David Hoeft, CIO 1.4%53+ quarters
  5. Oakmark Bill Nygren, CIO 1.2%53+ quarters

The record for WFC begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding18 Q2 2026

Largest weight45.5% Q2 2026

Holders18 of 97 filed

Daily JrnlCharlie Munger, portfolio manager45.50%1,413,000$117Mheld—51 q
TweedyJohn Spears, portfolio manager3.11%497,011$41Mtrimmed−4%−0.15 pp22 q
DavisChris Davis, portfolio manager2.84%8,008,728$662Mtrimmed−2%−0.15 pp53+ q
ChouFrancis Chou, portfolio manager2.27%59,542$5Mheld—32 q
Sound ShoreJohn DeGulis, portfolio manager2.27%890,946$74Mtrimmed−1%−0.14 pp21 q
PzenaCaroline Cai, CEO2.14%8,827,468$730Madded+1%+0.13 pp53+ q
MatrixDavid Katz, CIO1.46%218,006$18Madded+1%+0.12 pp53+ q
Dodge & CoxDavid Hoeft, CIO1.36%31,328,076$2.6Badded+1%—53+ q
BrandesKenneth Little, portfolio manager1.33%2,290,534$189Mtrimmed−17%−0.22 pp49 q
OakmarkBill Nygren, CIO1.20%10,892,476$900Mtrimmed−1%—53+ q
FPASteven Romick, CEO0.81%784,923$65Mtrimmed−10%−0.18 pp33 q
MairsAndrew Adams, CIO0.66%872,186$72Mtrimmed−36%−0.45 pp53+ q
PRIMECAPJoel Fried, portfolio manager0.33%6,712,022$555Mtrimmed−13%−0.15 pp27 q
MarkelTom Gayner, CEO0.13%204,450$17Mheld—33 q
YacktmanStephen Yacktman, CIO0.11%104,803$9Madded+4%—53+ q
TorrayJames Bailey, portfolio manager0.03%3,000$247,920held—7 q
CheckpartialSteven Check, CIO0.01%8,966$740,950added×2.0—23 q
RussoTimothy Quinn, portfolio manager0.01%7,451$615,762added0%—27 q