WFC — WELLS FARGO & CO

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  35 quarters on record

This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in WELLS FARGO & CO (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
2.35% (2016 Q4)
Avg. % of fund
1.26%
First filed
2016 Q4
Last filed
2025 Q3
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 30,922 +31 +0.1% 1.00% $2.6M $82.97
2025 Q2 UNCHANGED 30,891 — 0% 1.07% $2.5M $78.85
2025 Q1 ADDED 30,891 +504 +1.7% 1.02% $2.2M $70.26
2024 Q4 ADDED 30,387 +31 +0.1% 0.94% $2.1M $68.41
31 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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