Bruce Berkowitz - Fairholme Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    10
Portfolio value:    $1,514,192,261
Holdings Activity Buys Sells    History
Holding/activity history for  Wells Fargo & Co. (WFC)
← All WFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 0.16 $47.75–58.77 · VW $53.28i SEC
2015   Q1 143,600 0.16 Reduce 4.01% <0.01 $53.29–56.70 · VW $55.32i $7,812,000 SEC
2014   Q4 149,600 0.12 $54.82 $8,201,000 SEC
2014   Q3 149,600 0.11 $51.87 $7,760,000 SEC
2014   Q2 149,600 0.10 $52.56 $7,863,000 SEC
2014   Q1 149,600 0.09 $49.74 $7,441,000 SEC
2013   Q4 149,600 0.08 $45.40 $6,792,000 SEC
2013   Q3 149,600 0.08 Reduce 1.19% <0.01 $40.07–44.75 · VW $42.95i $6,181,000 SEC
2013   Q2 151,400 0.09 $41.27 $6,248,000 SEC
2013   Q1 151,400 0.08 Reduce 25.01% 0.03 $34.85–41.59 · VW $39.00i $5,600,000 SEC
2012   Q4 201,900 0.11 $34.18 $6,901,000 SEC
2012   Q3 201,900 0.11 Add 542.99% 0.09 $31.25–36.60 · VW $33.62i $6,972,000 SEC
2012   Q2 31,400 0.02 $33.44 $1,050,000 SEC
2012   Q1 31,400 0.01 $34.14 $1,072,000 SEC
2011   Q4 31,400 0.02 $27.55 $865,000 SEC
2011   Q3 31,400 <0.01 Buy <0.01 $22.61–27.54 · VW $25.34i $757,000 SEC
2006   Q3 0 0.00 Sell 100.00% 0.21 $34.21–36.99 · VW $35.48i SEC
2006   Q2 144,000 0.21 $33.54 $4,830,000 SEC
2006   Q1 144,000 0.22 $31.94 $4,599,000 SEC
2005   Q4 144,000 0.31 $31.42 $4,524,000 SEC
2005   Q3 144,000 0.34 Reduce 34.64% 0.21 $28.81–32.35 · VW $30.86i $4,217,000 SEC
2005   Q2 220,320 0.62 Reduce 5.37% 0.04 $29.10–31.43 · VW $30.11i $6,784,000 SEC
2005   Q1 232,820 0.79 $29.90 $6,961,000 SEC
2004   Q4 232,820 0.92 $31.08 $7,235,000 SEC
2004   Q3 232,820 1.06 Reduce 0.77% <0.01 $28.77–31.42 · VW $30.36i $6,942,000 SEC
2004   Q2 234,620 1.25 $28.62 $6,714,000 SEC
2004   Q1 234,620 1.08 Reduce 1.10% 0.01 $27.16–29.86 · VW $28.81i $6,648,000 SEC
2003   Q4 237,220 1.31 $29.45 $6,985,000 SEC
2003   Q3 237,220 1.16 Reduce 11.76% 0.16 $24.84–28.75 · VW $27.42i $6,108,000 SEC
2003   Q2 268,820 1.35 Reduce 0.19% <0.01 $24.26–26.85 · VW $25.39i $6,774,000 SEC
2003   Q1 269,320 1.40 Reduce 0.15% <0.01 $21.64–24.55 · VW $23.44i $6,058,000 SEC
2002   Q4 269,720 1.35 Reduce 4.60% 0.07 $22.17–24.57 · VW $23.14i $6,321,000 SEC
2002   Q3 282,720 1.43 Reduce 0.70% 0.01 $21.65–26.05 · VW $23.60i $6,808,000 SEC
2002   Q2 284,720 1.45 Add 0.04% <0.01 $20.75–26.50 · VW $24.45i $7,127,000 SEC
2002   Q1 284,620 1.42 Reduce 0.04% <0.01 $23.52–26.72 · VW $25.48i $7,030,000 SEC
2001   Q4 284,720 1.17 Reduce 0.70% <0.01 $21.17–23.73 · VW $22.78i $6,188,000 SEC
2001   Q3 286,720 1.21 Reduce 0.07% <0.01 $19.13–23.38 · VW $21.30i $6,372,000 SEC
2001   Q2 286,920 1.30 $23.22 $6,661,000 SEC
2001   Q1 286,920 1.23 Reduce 4.65% 0.06 $21.27–25.85 · VW $23.56i $7,097,000 SEC
2000   Q4 300,900 1.38 Reduce 6.05% 0.08 $23.16–28.19 · VW $25.39i $8,378,000 SEC
2000   Q3 320,280 1.29 Reduce 0.31% <0.01 $19.81–24.16 · VW $22.56i $7,357,000 SEC
2000   Q2 321,280 1.32 Reduce 1.97% 0.03 $18.66–23.88 · VW $21.38i $6,225,000 SEC
2000   Q1 327,740 1.42 Reduce 44.49% 1.08 $15.50–22.81 · VW $20.31i $6,678,000 SEC
1999   Q4 590,420 2.43 Reduce 50.08% 2.34 $16.00–24.31 · VW $18.95i $11,938,000 SEC
1999   Q3 1,182,790 4.68 Reduce 62.87% 7.46 $18.47–24.97 · VW $22.23i $23,434,000 SEC
1999   Q2 3,185,690 11.87 Reduce 26.56% 20.84 $18.22–22.66 · VW $20.26i $68,094,000 SEC
1999   Q1 4,337,934 78.47 $17.53 $76,051,000 SEC
Price snapshot:
Current price$87.67
52-week low$72.78
52-week high$96.73