Steven Romick - First Pacific Advisors
Holding/activity history for Wells Fargo & Co. (WFC)
← All WFC superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 872,730 | 0.99 | Reduce 21.36% | 0.30 | $72.78–86.70 · VW $79.01i | $69,478,035 | SEC |
| 2025 Q4 | 1,109,828 | 1.39 | Reduce 14.08% | 0.21 | $80.45–97.76 · VW $86.55i | $103,435,970 | SEC |
| 2025 Q3 | 1,291,639 | 1.52 | Reduce 36.51% | 0.87 | $77.62–88.64 · VW $84.04i | $108,265,181 | SEC |
| 2025 Q2 | 2,034,269 | 2.37 | Reduce 22.61% | 0.69 | $71.93–84.83 · VW $79.65i | $162,985,632 | SEC |
| 2025 Q1 | 2,628,517 | 3.05 | Reduce 30.27% | 1.16 | $58.42–78.98 · VW $70.73i | $188,701,235 | SEC |
| 2024 Q4 | 3,769,719 | 3.82 | Reduce 28.50% | 1.20 | $68.61–81.50 · VW $76.14i | $264,785,063 | SEC |
| 2024 Q3 | 5,272,546 | 4.22 | Reduce 0.12% | <0.01 | $50.22–78.13 · VW $68.17i | $297,846,124 | SEC |
| 2024 Q2 | 5,278,666 | 4.32 | Add 2.10% | 0.09 | $50.15–61.18 · VW $56.60i | $313,499,974 | SEC |
| 2024 Q1 | 5,170,186 | 4.28 | Add 0.36% | 0.02 | $54.73–62.55 · VW $59.07i | $299,663,981 | SEC |
| 2023 Q4 | 5,151,458 | 3.87 | Reduce 10.53% | 0.40 | $44.38–55.70 · VW $51.89i | $253,554,763 | SEC |
| 2023 Q3 | 5,758,001 | 3.76 | Reduce 0.99% | 0.04 | $38.39–44.75 · VW $42.58i | $235,271,921 | SEC |
| 2023 Q2 | 5,815,831 | 3.69 | Reduce 3.56% | 0.13 | $39.68–47.24 · VW $42.74i | $248,219,667 | SEC |
| 2023 Q1 | 6,030,630 | 3.56 | Reduce 0.80% | 0.03 | $35.25–47.18 · VW $40.75i | $225,424,949 | SEC |
| 2022 Q4 | 6,079,373 | 3.93 | Reduce 1.42% | 0.06 | $40.02–48.84 · VW $45.21i | $251,017,311 | SEC |
| 2022 Q3 | 6,166,659 | 4.00 | Reduce 0.63% | 0.02 | $39.34–48.36 · VW $45.22i | $248,023,000 | SEC |
| 2022 Q2 | 6,205,788 | 3.63 | Add 2.57% | 0.09 | $36.54–46.32 · VW $42.19i | $243,081,000 | SEC |
| 2022 Q1 | 6,050,032 | 3.78 | Reduce 16.97% | 0.74 | $40.74–54.20 · VW $46.90i | $293,185,000 | SEC |
| 2021 Q4 | 7,286,586 | 4.34 | Reduce 2.08% | 0.09 | $46.25–60.30 · VW $53.31i | $349,610,000 | SEC |
| 2021 Q3 | 7,441,558 | 4.49 | Add 1.86% | 0.08 | $43.27–52.57 · VW $47.87i | $345,363,000 | SEC |
| 2021 Q2 | 7,305,938 | 4.16 | Reduce 4.82% | 0.20 | $41.47–51.41 · VW $46.19i | $330,886,000 | SEC |
| 2021 Q1 | 7,675,735 | 4.07 | Reduce 15.93% | 0.57 | $36.34–48.13 · VW $43.73i | $299,891,000 | SEC |
| 2020 Q4 | 9,130,541 | 3.55 | Add 8.19% | 0.27 | $27.85–38.68 · VW $34.23i | $275,560,000 | SEC |
| 2020 Q3 | 8,439,139 | 2.74 | Add 9.15% | 0.23 | $20.76–28.73 · VW $25.61i | $198,404,000 | SEC |
| 2020 Q2 | 7,731,508 | 2.64 | Reduce 4.32% | 0.14 | $23.33–33.89 · VW $27.12i | $197,927,000 | SEC |
| 2020 Q1 | 8,080,271 | 3.24 | Add 16.30% | 0.45 | $22.00–42.90 · VW $30.46i | $231,904,000 | SEC |
| 2019 Q4 | 6,947,996 | 3.52 | Add 1.22% | 0.04 | $39.75–54.56 · VW $45.05i | $373,802,000 | SEC |
| 2019 Q3 | 6,864,152 | 3.23 | Reduce 1.03% | 0.03 | $45.48–54.75 · VW $51.56i | $346,228,000 | SEC |
| 2019 Q2 | 6,935,668 | 2.88 | Add 6.36% | 0.17 | $43.34–49.57 · VW $46.49i | $328,196,000 | SEC |
| 2019 Q1 | 6,521,081 | 2.77 | Add 5.06% | 0.13 | $44.22–52.42 · VW $47.00i | $315,099,000 | SEC |
| 2018 Q4 | 6,206,787 | 2.73 | Add 16.91% | 0.39 | $43.02–55.04 · VW $49.32i | $286,009,000 | SEC |
| 2018 Q3 | 5,309,044 | 2.03 | Reduce 1.18% | 0.03 | $50.02–59.20 · VW $54.50i | $279,043,000 | SEC |
| 2018 Q2 | 5,372,257 | 2.14 | Buy | 2.14 | $53.02–59.53 · VW $57.01i | $297,838,000 | SEC |
Price snapshot:
Current price$87.67
Avg. buy price$46.54
+/- since buy88.36%
52-week low$72.78
52-week high$96.73