Wells Fargo & Co's ticker is WFCPRN and the CUSIP is 949746747.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $595,000 | -53.7% | 22,973 | -53.2% | 0.08% | -57.0% |
| Q4 2020 | $1,286,000 | +4.5% | 49,108 | +1.2% | 0.19% | -5.9% |
| Q3 2020 | $1,231,000 | +38.5% | 48,508 | +35.7% | 0.20% | +29.7% |
| Q2 2020 | $889,000 | +61.6% | 35,750 | +52.5% | 0.16% | +36.2% |
| Q1 2020 | $550,000 | -11.0% | 23,450 | -3.1% | 0.12% | +14.9% |
| Q4 2019 | $618,000 | +16.8% | 24,200 | +14.2% | 0.10% | +9.8% |
| Q3 2019 | $529,000 | +9.8% | 21,200 | +10.4% | 0.09% | +12.2% |
| Q2 2019 | $482,000 | +22.0% | 19,200 | +18.5% | 0.08% | +17.1% |
| Q1 2019 | $395,000 | +14.2% | 16,200 | +3.2% | 0.07% | +4.5% |
| Q4 2018 | $346,000 | +6.8% | 15,700 | +18.9% | 0.07% | +31.4% |
| Q3 2018 | $324,000 | -16.9% | 13,200 | -15.9% | 0.05% | -19.0% |
| Q2 2018 | $390,000 | -1.3% | 15,700 | -2.5% | 0.06% | -7.4% |
| Q1 2018 | $395,000 | +29.9% | 16,100 | +33.1% | 0.07% | +41.7% |
| Q4 2017 | $304,000 | +0.3% | 12,100 | 0.0% | 0.05% | -2.0% |
| Q3 2017 | $303,000 | -0.3% | 12,100 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $304,000 | +26.7% | 12,100 | +23.5% | 0.05% | +25.6% |
| Q1 2017 | $240,000 | +5.7% | 9,800 | 0.0% | 0.04% | +2.6% |
| Q4 2016 | $227,000 | +10.7% | 9,800 | +21.0% | 0.04% | +11.8% |
| Q3 2016 | $205,000 | -2.4% | 8,100 | 0.0% | 0.03% | -8.1% |
| Q2 2016 | $210,000 | +1.0% | 8,100 | 0.0% | 0.04% | -2.6% |
| Q1 2016 | $208,000 | +1.0% | 8,100 | 0.0% | 0.04% | +2.7% |
| Q4 2015 | $206,000 | – | 8,100 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ken Stern & Associates, Inc. | 13,191 | $305,000 | 0.16% |
| Essex Financial Services, Inc. | 23,634 | $546,000 | 0.12% |
| ROOSEVELT INVESTMENT GROUP LLC | 30,660 | $709,000 | 0.06% |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15,850 | $366,000 | 0.04% |
| PRIVATE ASSET MANAGEMENT INC | 9,800 | $227,000 | 0.04% |
| Apriem Advisors | 1,774 | $41,000 | 0.01% |
| QCI ASSET MANAGEMENT INC/NY | 3,500 | $81,000 | 0.01% |
| AMERIPRISE FINANCIAL INC | 49,721 | $1,150,000 | 0.00% |
| GLENMEDE TRUST CO NA | 1,200 | $27,000 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 100 | $2,000 | 0.00% |