WFC — WELLS FARGO CO NEW

Ownership history in Freestone Grove Partners LP  ·  3 quarters on record

This page tracks every 13F SEC filing in which Freestone Grove Partners LP reported a position in WELLS FARGO CO NEW (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
0.54% (2024 Q4)
Avg. % of fund
0.35%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 536,612 +304,094 +130.8% 0.34% $45.0M $82.97
2025 Q1 REDUCED 232,518 -391,883 -62.8% 0.17% $16.7M $70.26
2024 Q4 INITIATED 624,401 — — 0.54% $43.9M $68.41
% 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 Freestone Grove Partners LP Holdings