WFC WELLS FARGO CO NEW

Ownership history in OSSIAM  ·  10 quarters on record

This page tracks every 13F SEC filing in which OSSIAM 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
3.52% (2019 Q3)
Avg. % of fund
0.77%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,394 +9,894 +219.9% 0.02% $1.2M $82.97
2023 Q1 REDUCED 4,500 -695,500 -99.4% 0.00% $168K $34.61
2022 Q1 ADDED 700,000 +175,000 +33.3% 0.89% $33.9M $43.76
2021 Q4 REDUCED 525,000 -25,000 -4.5% 0.66% $25.2M $43.13
2021 Q3 REDUCED 550,000 -1,000 -0.2% 0.72% $25.5M $41.56
2021 Q1 ADDED 551,000 +347,436 +170.7% 0.67% $21.5M $34.76
2020 Q4 REDUCED 203,564 -225,179 -52.5% 0.21% $6.1M $26.77
2020 Q3 ADDED 428,743 +84,159 +24.4% 0.42% $10.1M $20.76
2020 Q2 REDUCED 344,584 -655,416 -65.5% 0.56% $8.8M $22.51
2019 Q3 INITIATED 1,000,000 3.52% $50.4M $42.60
% of Fund (quarterly)    WFC price (monthly, adj. close)
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