WFC — Wells Fargo COM

Ownership history in Brown Advisory LLC  ·  41 quarters on record

This page tracks every 13F SEC filing in which Brown Advisory LLC reported a position in Wells Fargo COM (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.5% (2008 Q4)
Avg. % of fund
0.85%
First filed
2000 Q1
Last filed
2010 Q1
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2010 Q1 REDUCED 114,143 -2,394 -2.1% 1.12% $3.6M $20.47
2009 Q4 REDUCED 116,537 -32,519 -21.8% 1.06% $3.1M $17.72
2009 Q3 REDUCED 149,056 -2,318 -1.5% 1.25% $4.2M $18.47
2009 Q2 ADDED 151,374 +245 +0.2% 1.25% $3.7M $15.87
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WFC price (monthly, adj. close)

Other funds also holding WFC

As of 2025 Q4 — sorted by position size

Latash Investments, LLC 3Y 7Y 86.8% DAILY JOURNAL CORP 3Y 7Y 47.6% AMERICAN ASSETS INC 3Y 7Y 47.21% Mount Capital Ltd 3Y 16.24% Theleme Partners LLP 3Y 7Y 12.01% RWWM, Inc. 3Y 7Y 11.32% Harbor Island Capital LLC 3Y 7Y 9.08% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 8.13% WILSEY ASSET MANAGEMENT INC 3Y 7Y 8.03% CNA FINANCIAL CORP 3Y 7Y 7.7%
← Back to Brown Advisory LLC Holdings