WFC — WELLS FARGO & CO (NEW) CMN

Ownership history in FORA Capital, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in WELLS FARGO & CO (NEW) CMN (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
1.34% (2020 Q1)
Avg. % of fund
0.42%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,800 -5,090 -39.5% 0.12% $654K $82.97
2025 Q1 REDUCED 12,890 -203,536 -94.0% 0.09% $925K $70.26
2020 Q1 ADDED 216,426 +195,441 +931.3% 1.34% $6.2M $24.73
2019 Q4 INITIATED 20,985 — — 0.11% $1.1M $45.87
% 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%
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