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Wells Fargo & Company

WFC

Wells Fargo & Company

Wells Fargo & Company historical holders

total: 40

Sanders Capital Wells Fargo & Company transactions over time

Total transactions:
30
New positions:
2
Sold out:
2
Added:
15
Reduced:
11
Held since:
2018 Q2
Held for:
28 quarters
Latest activity:
2025 Q2
Lewis Sanders has been an institutional investor in Wells Fargo & Company (WFC) since at least 2013 Q2. According to 2026 Q2 report, Lewis Sanders doesn't hold any shares. In our earliest available record from 2013 Q2, Sanders Capital held 61,400 shares of WFC. Lewis Sanders later completely sold out the position and reinvested in WFC again in 2018 Q2. Since at least 2013 Q2, Sanders Capital has made 29 more transactions in this position.

When did Lewis Sanders exit their WFC position?

Lewis Sanders no longer holds Wells Fargo & Company (WFC). They sold off their entire position in 2025 Q2, closing out an investment that began in 2013 Q2.

Has Lewis Sanders reinvested in WFC after selling?

Yes, Lewis Sanders has shown renewed interest in Wells Fargo & Company (WFC). After completely selling their position, they reinitiated an investment in 2018 Q2, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$38.98
Weighted AVG sell price:
$48.46

WFC transactions history by Sanders Capital

30 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q2
0.00%
0
$71.79
-100% (-152,720)
-0.02%
2024 Q4
0.02%
152,720
$70.24
$10,727,053
+1.48% (+2,220)
+0%
2024 Q2
0.01%
150,500
$59.39
$8,938,195
-99.40% (-24,896,326)
-2.47%
2024 Q1
2.42%
25,046,826
$57.96
$1,451,714,035
-0.68% (-171,190)
-0.02%
2023 Q4
2.29%
25,218,016
$49.22
$1,241,230,748
+3.20% (+781,772)
+0.07%
2023 Q3
2.11%
24,436,244
$40.86
$998,464,930
+0.03% (+7,409)
+0%
2023 Q2
2.18%
24,428,835
$42.68
$1,042,622,678
+3.22% (+763,170)
+0.07%
2023 Q1
2.10%
23,665,665
$37.38
$884,622,558
-4.08% (-1,007,879)
-0.1%
2022 Q4
2.67%
24,673,544
$41.29
$1,018,770,632
-1.47% (-368,032)
-0.04%
2022 Q3
2.77%
25,041,576
$40.22
$1,007,172,000
+1.69% (+416,171)
+0.05%
2022 Q2
2.44%
$39.17
+0.34% (+84,490)
2022 Q1
2.59%
$48.46
+0.01% (+1,390)
2021 Q4
2.40%
$47.98
-11.78% (-3,276,950)
2021 Q3
2.93%
$46.41
-6.03% (-1,784,521)
2021 Q2
3.04%
$45.29
-38.03% (-18,162,089)
2021 Q1
4.50%
$39.07
+1.74% (+815,990)
2020 Q4
3.74%
$30.18
+352.27% (+36,566,684)
2020 Q3
0.84%
$23.51
+0.54% (+55,776)
2020 Q2
0.99%
$25.60
-24.17% (-3,290,589)
2020 Q1
1.83%
$28.70
-31.88% (-6,372,095)
2019 Q4
3.80%
$53.80
+13.03% (+2,304,769)
2019 Q3
4.00%
$50.44
+0.77% (+135,812)
2019 Q2
3.82%
$47.32
+2.86% (+487,700)
2019 Q1
3.96%
$48.32
+7.83% (+1,238,200)
2018 Q4
4.05%
$46.08
+1.15% (+180,608)
2018 Q3
4.14%
$52.56
-0.42% (-66,670)
2018 Q2
4.67%
$55.44
new
2015 Q1
0.00%
$54.82
-100% (-60,400)
2014 Q3
0.03%
$51.87
-1.63% (-1,000)
2013 Q2
0.03%
$41.27
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.