WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,912 | +63.0% | 5 | +66.7% | 0.00% | – |
| Q1 2024 | $3,627 | -96.0% | 3 | -96.0% | 0.00% | -100.0% |
| Q4 2023 | $89,671 | +17.8% | 75 | +10.3% | 0.00% | 0.0% |
| Q3 2023 | $76,092 | -2.9% | 68 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $78,336 | -2.1% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $79,985 | -2.2% | 68 | -1.4% | 0.00% | 0.0% |
| Q4 2022 | $81,765 | +3.5% | 69 | +4.5% | 0.00% | 0.0% |
| Q3 2022 | $79,000 | -1.2% | 66 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $80,000 | -8.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $87,000 | -11.2% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $98,000 | -18.3% | 66 | -18.5% | 0.00% | 0.0% |
| Q3 2021 | $120,000 | -3.2% | 81 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $124,000 | +7.8% | 81 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $115,000 | -6.5% | 81 | 0.0% | 0.00% | -50.0% |
| Q4 2020 | $123,000 | +12.8% | 81 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $109,000 | -69.6% | 81 | -70.7% | 0.00% | -66.7% |
| Q2 2020 | $358,000 | +1.7% | 276 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $352,000 | +15.0% | 276 | +30.8% | 0.01% | +40.0% |
| Q4 2019 | $306,000 | -4.7% | 211 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $321,000 | +11.5% | 211 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $288,000 | +6.3% | 211 | +0.5% | 0.01% | +25.0% |
| Q1 2019 | $271,000 | +1.9% | 210 | -0.5% | 0.00% | -20.0% |
| Q4 2018 | $266,000 | +1166.7% | 211 | +1218.8% | 0.01% | – |
| Q3 2018 | $21,000 | +10.5% | 16 | +6.7% | 0.00% | – |
| Q2 2018 | $19,000 | +1800.0% | 15 | +1400.0% | 0.00% | – |
| Q1 2012 | $1,000 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 222,324 | $264,336,566 | 60.54% |
| Penn Mutual Asset Management | 6,000 | $7,133,820 | 15.16% |
| Spectrum Asset Management, Inc. | 3,545 | $4,214,899 | 14.92% |
| Ulland Investment Advisors, LLC | 10,532 | $12,522 | 8.70% |
| Western Asset Management Company, LLC | 9,930 | $11,806,472 | 7.26% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 175,720 | $212,154,988 | 5.09% |
| PIER 88 INVESTMENT PARTNERS LLC | 18,152 | $21,582,183 | 4.84% |
| AEGON USA Investment Management, LLC | 4,472 | $5,285,904 | 4.21% |
| JRM Investment Counsel, LLC | 8,710 | $10,355,597 | 3.49% |
| NEW ENGLAND ASSET MANAGEMENT INC | 13,275 | $15,783,577 | 2.62% |