FineMark National Bank & Trust - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 235 filers reported holding WELLS FARGO CO NEW in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$210,735
-2.2%
189
+1.1%
0.01%0.0%
Q2 2023$215,424
-2.1%
1870.0%0.01%0.0%
Q1 2023$219,958
-0.7%
1870.0%0.01%
-10.0%
Q4 2022$221,595
-1.5%
1870.0%0.01%
-9.1%
Q3 2022$225,000
-0.9%
1870.0%0.01%
+10.0%
Q2 2022$227,000
-8.5%
1870.0%0.01%0.0%
Q1 2022$248,000
-11.1%
1870.0%0.01%
-9.1%
Q4 2021$279,000
+0.7%
1870.0%0.01%
-8.3%
Q3 2021$277,000
-2.8%
1870.0%0.01%0.0%
Q2 2021$285,000
+7.5%
1870.0%0.01%
+9.1%
Q1 2021$265,000
-6.7%
1870.0%0.01%
-15.4%
Q4 2020$284,000
+13.1%
1870.0%0.01%
+8.3%
Q3 2020$251,000
+3.3%
1870.0%0.01%
-7.7%
Q2 2020$243,000
+2.1%
1870.0%0.01%
-13.3%
Q1 2020$238,000
-12.2%
1870.0%0.02%
+7.1%
Q4 2019$271,000
+79.5%
187
+47.2%
0.01%
+16.7%
Q4 2016$151,000
-9.0%
1270.0%0.01%
-33.3%
Q3 2016$166,000
+0.6%
1270.0%0.02%0.0%
Q2 2016$165,000
+7.8%
1270.0%0.02%0.0%
Q1 2016$153,000
+3.4%
1270.0%0.02%0.0%
Q4 2015$148,0000.0%1270.0%0.02%
-10.0%
Q3 2015$148,000
-0.7%
1270.0%0.02%
+5.3%
Q2 2015$149,000
-3.9%
1270.0%0.02%
-9.5%
Q1 2015$155,000
+4.7%
127
+4.1%
0.02%
-4.5%
Q4 2014$148,000
+4833.3%
122
+3966.7%
0.02%
+2100.0%
Q3 2013$3,000
-25.0%
30.0%0.00%0.0%
Q2 2013$4,00030.00%
Other shareholders
WELLS FARGO CO NEW shareholders Q1 2023
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, LLC 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