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
2024 Q4 REDUCED 65,324 -36,048 -35.6% 3.03% $4.6M $68.41
2024 Q3 ADDED 101,372 +303 +0.3% 3.72% $5.7M $54.70
2024 Q2 REDUCED 101,069 -1,815 -1.8% 4.18% $6.0M $57.08
2024 Q1 REDUCED 102,884 -23,257 -18.4% 4.00% $6.0M $55.38
2023 Q4 ADDED 126,141 +65,937 +109.5% 4.08% $6.2M $46.70
2023 Q3 ADDED 60,204 +213 +0.4% 1.83% $2.5M $38.43
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WFC price (monthly, adj. close)
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