StocksFundsScreenerSectorsWatchlists
WFC

WFC - Wells Fargo & Co Stock Price, Fair Value and News

60.33USD+1.59 (+2.71%)Delayed as of 19 Apr 2024, 10:58 am ET

Which funds bought or sold WFC recently?

Datesorted ascendingFund NameType% Portfolio% Chg$ Change$ Held# Shares
2024-04-17CLIFFORD SWAN INVESTMENT COUNSEL LLCREDUCED Premium Premium Premium Premium609,053
2024-04-17SPIRIT OF AMERICA MANAGEMENT CORP/NYUNCHANGED Premium Premium Premium Premium2,000
2024-04-17PEOPLES FINANCIAL SERVICES CORP.REDUCED Premium Premium Premium Premium15,811
2024-04-17DELTEC ASSET MANAGEMENT LLCNEW Premium Premium Premium Premium3,500
2024-04-17DUMONT & BLAKE INVESTMENT ADVISORS LLCADDED Premium Premium Premium Premium10,787
2024-04-17GRIMES & COMPANY, INC.REDUCED Premium Premium Premium Premium30,867
2024-04-17FOUNDERS FINANCIAL SECURITIES LLCREDUCED Premium Premium Premium Premium30,295
2024-04-17Stockman Wealth Management, Inc.ADDED Premium Premium Premium Premium4,864
2024-04-17VICUS CAPITALADDED Premium Premium Premium Premium6,591
2024-04-17Cranbrook Wealth Management, LLCUNCHANGED Premium Premium Premium Premium1,425
2024-04-17Private Ocean, LLCREDUCED Premium Premium Premium Premium570
2024-04-17Clarius Group, LLCREDUCED Premium Premium Premium Premium21,759
2024-04-17First Bank & TrustREDUCED Premium Premium Premium Premium20,732
2024-04-17WoodTrust Financial CorpADDED Premium Premium Premium Premium4,947
2024-04-17Gradient Capital Advisors, LLCADDED Premium Premium Premium Premium4,244
2024-04-17CRITERION CAPITAL ADVISORS, LLCADDED Premium Premium Premium Premium132
2024-04-17Cedar Brook Financial Partners, LLCADDED Premium Premium Premium Premium7,282
2024-04-17Cornerstone Wealth Group, LLCNEW Premium Premium Premium Premium5,039
2024-04-17Bremer Bank National AssociationREDUCED Premium Premium Premium Premium12,358
2024-04-17Red Door Wealth Management, LLCREDUCED Premium Premium Premium Premium6,635
2024-04-17Physician Wealth Advisors, Inc.ADDED Premium Premium Premium Premium7,156
2024-04-17John W. Brooker & Co., CPAsUNCHANGED Premium Premium Premium Premium6,904
2024-04-17ATTICUS WEALTH MANAGEMENT, LLCUNCHANGED Premium Premium Premium Premium1,050
2024-04-17Investment Research & Advisory Group, Inc.UNCHANGED Premium Premium Premium Premium1,225
2024-04-17Trinity Financial Advisors LLCREDUCED Premium Premium Premium Premium25,433

Rows per page:

1–25 of 1847

Which funds are the top buyers of WFC?

Fund Name# Shares$ Value% Port.
VANGUARD GROUP INC321,728,00015,835,400,000 0.35%
BlackRock Inc.261,297,00012,861,100,000 0.33%
FMR LLC177,292,0008,726,330,000 0.67%
STATE STREET CORP147,273,0007,248,780,000 0.35%
Dodge & Cox117,252,0005,771,140,000 3.66%
JPMORGAN CHASE & CO113,841,0005,603,230,000 0.54%
PRICE T ROWE ASSOCIATES INC /MD/71,230,6003,505,970,000 0.47%
GEODE CAPITAL MANAGEMENT, LLC70,166,8003,445,100,000 0.36%
Capital International Investors64,946,9003,196,780,000 0.72%
NORGES BANK53,292,2002,623,040,000 0.46%

Rows per page:

1–10 of 86

Which funds have put a big percent of portfolio in WFC?

Fund Name$ Value% Port.
Latash Investments, LLC117,295,000 84.47%
STONEBRIDGE ADVISORS LLC264,604,000 54.98%
DAILY JOURNAL CORP81,897,500 46.22%
AMERICAN ASSETS INC78,782,800 30.82%
Voleon Capital Management LP90,091,000 25.74%
Theleme Partners LLP344,865,000 16.45%
Mount Capital Ltd37,681,700 16.31%
RWWM, Inc.120,026,000 13.92%
PM CAPITAL Ltd44,299,000 10.40%
Spectrum Asset Management, Inc.5,676,800,000 8.40%

Rows per page:

1–10 of 94

Trend of No. of funds that hold WFC

Changes in Positions

Investor Breakout

Investor Churn (# Increased Holdings)

New Buys

Fund Name$ Bought
WHALEROCK POINT PARTNERS, LLC3,191,910,000
NORGES BANK2,623,040,000
Rokos Capital Management LLP53,384,300
Regal Partners Ltd48,122,000
Bridgewater Associates, LP26,175,100
PAYDEN & RYGEL22,282,000
VOLORIDGE INVESTMENT MANAGEMENT, LLC20,743,500
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.18,612,300