KCM INVESTMENT ADVISORS LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 219 filers reported holding WELLS FARGO CO NEW in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
KCM INVESTMENT ADVISORS LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$18,918,126
-6.7%
16,967
-3.6%
0.82%
+0.4%
Q2 2023$20,267,344
-4.5%
17,593
-2.5%
0.81%
-5.5%
Q1 2023$21,228,162
+103069.5%
18,047
+3.9%
0.86%
-2.8%
Q4 2022$20,576
-99.9%
17,364
-2.1%
0.88%
-10.3%
Q3 2022$21,354,000
-2.7%
17,736
-1.8%
0.99%
+3.0%
Q2 2022$21,948,000
-10.3%
18,057
-2.2%
0.96%
+6.9%
Q1 2022$24,472,000
+8.2%
18,469
+21.8%
0.90%
+13.9%
Q4 2021$22,609,000
+28.2%
15,169
+11.6%
0.79%
-20.7%
Q2 2020$17,632,000
+3.7%
13,595
+1.9%
0.99%
-13.4%
Q1 2020$17,005,000
-10.4%
13,348
+2.0%
1.15%
+11.2%
Q4 2019$18,982,000
-4.9%
13,091
-0.2%
1.03%
-11.1%
Q3 2019$19,964,000
+12.2%
13,113
+0.5%
1.16%
+8.8%
Q2 2019$17,797,000
+5.3%
13,046
-0.2%
1.07%
-2.5%
Q1 2019$16,897,000
+0.5%
13,075
-1.8%
1.09%
-1.6%
Q4 2018$16,805,000
-3.0%
13,317
-0.8%
1.11%
+12.1%
Q3 2018$17,323,000
+2.9%
13,420
+0.4%
0.99%
-4.3%
Q2 2018$16,836,000
-52.0%
13,372
-50.9%
1.04%
-2.8%
Q1 2018$35,108,000
+100.1%
27,216
+103.2%
1.07%
+3.9%
Q4 2017$17,543,000
-2.4%
13,392
-2.1%
1.03%
-6.6%
Q3 2017$17,982,000
-0.3%
13,675
-0.6%
1.10%
-2.7%
Q2 2017$18,033,000
+4.1%
13,754
-1.6%
1.13%
+2.1%
Q1 2017$17,324,000
+6.7%
13,982
+2.5%
1.11%
+1.3%
Q4 2016$16,239,000
-5.3%
13,646
+4.2%
1.09%
-7.0%
Q3 2016$17,146,000
+5.1%
13,096
+4.3%
1.18%
+3.1%
Q2 2016$16,321,000
+12.9%
12,562
+4.7%
1.14%
+7.1%
Q1 2016$14,459,000
+13.3%
11,999
+9.2%
1.06%
+5.6%
Q4 2015$12,762,000
+6.5%
10,992
+7.1%
1.01%
+1.4%
Q3 2015$11,984,000
+1.5%
10,260
+2.1%
0.99%
+5.9%
Q2 2015$11,806,000
+27.1%
10,047
+31.9%
0.94%
+26.2%
Q1 2015$9,292,000
+71.6%
7,617
+70.9%
0.74%
+63.5%
Q4 2014$5,415,000
+139.2%
4,458
+136.9%
0.46%
+119.8%
Q3 2014$2,264,000
+62.9%
1,882
+64.5%
0.21%
+59.2%
Q2 2014$1,390,000
+47.7%
1,144
+42.6%
0.13%
+34.0%
Q1 2014$941,000
+26.3%
802
+19.5%
0.10%
+19.8%
Q4 2013$745,0006710.08%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2021
NameSharesValueWeighting ↓
STONEBRIDGE ADVISORS LLC 181,740$202,640,10050.41%
Spectrum Asset Management, Inc. 42,292$47,155,58040.26%
AEGON USA Investment Management, LLC 8,000$8,956,0006.46%
Penn Mutual Asset Management 6,000$6,690,0006.27%
JRM Investment Counsel, LLC 10,587$11,804,5055.51%
ADVENT CAPITAL MANAGEMENT /DE/ 179,122$199,989,7134.65%
PIER 88 INVESTMENT PARTNERS LLC 13,792$15,378,0803.83%
Western Asset Management Company, LLC 5,865$6,539,4752.98%
RB Capital Management, LLC 8,114$9,046,9052.82%
Phraction Management LLC 5,350$5,968,8482.82%
View complete list of WELLS FARGO CO NEW shareholders