Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
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
2026   Q1 902,430 2.41 Reduce 1.92% 0.05 $72.78–86.70 · VW $79.01i $71,842,452 SEC
2025   Q4 920,055 2.73 Reduce 0.61% 0.02 $80.45–97.76 · VW $86.55i $85,749,126 SEC
2025   Q3 925,667 2.56 Reduce 14.22% 0.42 $77.62–88.64 · VW $84.04i $77,589,408 SEC
2025   Q2 1,079,136 2.95 Reduce 13.56% 0.43 $71.93–84.83 · VW $79.65i $86,460,376 SEC
2025   Q1 1,248,386 3.14 Reduce 19.62% 0.71 $58.42–78.98 · VW $70.73i $89,621,631 SEC
2024   Q4 1,553,099 3.60 Reduce 12.38% 0.40 $68.61–81.50 · VW $76.14i $109,089,674 SEC
2024   Q3 1,772,495 3.26 Add 12.64% 0.37 $50.22–78.13 · VW $68.17i $100,128,242 SEC
2024   Q2 1,573,565 3.12 Reduce 26.54% 1.03 $50.15–61.18 · VW $56.60i $93,454,026 SEC
2024   Q1 2,142,026 3.88 Reduce 5.17% 0.20 $54.73–62.55 · VW $59.07i $124,151,827 SEC
2023   Q4 2,258,842 3.86 Reduce 1.95% 0.07 $44.38–55.70 · VW $51.89i $111,180,203 SEC
2023   Q3 2,303,746 3.60 Reduce 0.40% 0.01 $38.39–44.75 · VW $42.58i $94,131,062 SEC
2023   Q2 2,313,100 3.64 Reduce 2.78% 0.09 $39.68–47.24 · VW $42.74i $98,723,108 SEC
2023   Q1 2,379,177 3.35 Reduce 4.87% 0.19 $35.25–47.18 · VW $40.75i $88,933,636 SEC
2022   Q4 2,501,019 3.88 Reduce 4.59% 0.20 $40.02–48.84 · VW $45.21i $103,267,074 SEC
2022   Q3 2,621,225 4.27 Add 1.72% 0.07 $39.34–48.36 · VW $45.22i $105,426,000 SEC
2022   Q2 2,576,841 3.70 Reduce 1.98% 0.07 $36.54–46.32 · VW $42.19i $100,935,000 SEC
2022   Q1 2,628,916 3.70 Reduce 11.02% 0.43 $40.74–54.20 · VW $46.90i $127,397,000 SEC
2021   Q4 2,954,471 3.93 Reduce 1.92% 0.08 $46.25–60.30 · VW $53.31i $141,756,000 SEC
2021   Q3 3,012,253 3.95 Add 39.97% 1.13 $43.27–52.57 · VW $47.87i $139,799,000 SEC
2021   Q2 2,152,119 2.71 Buy 2.71 $41.47–51.41 · VW $46.19i $97,469,000 SEC
2020   Q2 0 0.00 Sell 100.00% 1.53 $23.33–33.89 · VW $27.12i SEC
2020   Q1 1,526,032 1.53 Buy 1.53 $22.00–42.90 · VW $30.46i $43,797,000 SEC
2004   Q1 0 0.00 Sell 100.00% 3.24 $27.16–29.86 · VW $28.81i SEC
2003   Q4 3,371,800 3.24 Add 9.04% 0.27 $27.85–29.59 · VW $28.71i $99,283,000 SEC
2003   Q3 3,092,400 3.17 Buy 3.17 $24.84–28.75 · VW $27.42i $79,629,000 SEC
Price snapshot:
Current price$87.67
Avg. buy price$46.75
+/- since buy87.53%
52-week low$72.78
52-week high$96.73