WFC — WELLS FARGO CO NEW

Ownership history in Mount Capital Ltd  ·  17 quarters on record

This page tracks every 13F SEC filing in which Mount Capital Ltd 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
19.9% (2022 Q3)
Avg. % of fund
16.03%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 431,246 — 0% 16.24% $40.2M $92.74
2025 Q3 UNCHANGED 431,246 — 0% 12.97% $36.1M $82.97
2025 Q2 REDUCED 431,246 -200,930 -31.8% 11.14% $34.6M $78.85
2025 Q1 UNCHANGED 632,176 — 0% 14.63% $45.4M $70.26
13 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% 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% SCHWERIN BOYLE CAPITAL MANAGEMENT INC 3Y 7Y 7.57%
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