WFC — WELLS FARGO & CO NEW

Ownership history in Robinson Value Management, Ltd.  ·  31 quarters on record

This page tracks every 13F SEC filing in which Robinson Value Management, 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
4.18% (2024 Q2)
Avg. % of fund
2.78%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
31
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 57,366 -5,292 -8.4% 2.89% $5.3M $92.74
2025 Q3 REDUCED 62,658 -1,779 -2.8% 3.05% $5.3M $82.97
2025 Q2 REDUCED 64,437 -437 -0.7% 3.24% $5.2M $78.85
2025 Q1 REDUCED 64,874 -450 -0.7% 3.01% $4.7M $70.26
27 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%
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