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Kiltearn Partners’s Wells Fargo WFC Stock Holding History

Kiltearn Partners’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-345,499
Closed -$19.9M – 35
2024
Q1 		$19.9M Sell
345,499
-630,500
-65% -$33M 1.84% 24
2023
Q4 		$48M Sell
975,999
-126,400
-11% -$5.45M 3.7% 12
2023
Q3 		$45M Sell
1,102,399
-38,600
-3% -$1.67M 3.56% 9
2023
Q2 		$48.7M Buy
1,140,999
+52,100
+5% +$2.1M 3.56% 8
2023
Q1 		$40.7M Buy
1,088,899
+125,700
+13% +$5.48M 2.94% 18
2022
Q4 		$39.8M Sell
963,199
-475,900
-33% -$21.1M 2.92% 14
2022
Q3 		$57.9M Sell
1,439,099
-19,600
-1% -$842K 3.35% 8
2022
Q2 		$57.1M Sell
1,458,699
-541,214
-27% -$23.8M 2.99% 14
2022
Q1 		$96.9M Sell
1,999,913
-161,345
-7% -$8.64M 4.17% 6
2021
Q4 		$104M Sell
2,161,258
-60,500
-3% -$2.98M 4.28% 6
2021
Q3 		$103M Sell
2,221,758
-425,200
-16% -$19.7M 4.26% 7
2021
Q2 		$120M Sell
2,646,958
-859,500
-25% -$38.4M 4.8% 6
2021
Q1 		$137M Buy
3,506,458
+5,300
+0.2% +$188K 5.23% 3
2020
Q4 		$106M Buy
3,501,158
+420,500
+14% +$10.9M 5.06% 4
2020
Q3 		$72.4M Sell
3,080,658
-41,800
-1% -$1.03M 4.41% 8
2020
Q2 		$79.9M Buy
3,122,458
+208,121
+7% +$5.69M 4.52% 9
2020
Q1 		$83.6M Buy
2,914,337
+601,879
+26% +$25.6M 5.56% 6
2019
Q4 		$124M Buy
2,312,458
+242,700
+12% +$12.7M 4.7% 7
2019
Q3 		$105M Buy
2,069,758
+597,700
+41% +$28.2M 3.81% 11
2019
Q2 		$69.7M Sell
1,472,058
-139,800
-9% -$6.54M 2.21% 22
2019
Q1 		$77.9M Sell
1,611,858
-201,400
-11% -$9.91M 2.21% 22
2018
Q4 		$83.6M Sell
1,813,258
-7,900
-0.4% -$405K 2.35% 23
2018
Q3 		$95.7M Sell
1,821,158
-23,300
-1% -$1.33M 2.21% 23
2018
Q2 		$102M Buy
+1,844,458
New +$98.8M 2.3% 22

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kiltearn Partners's WFC Position: Q2 2024 in Review

Kiltearn Partners sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 345,499 shares — an estimated $19.9M sold.

Kiltearn Partners first reported a position in WFC in Q2 2018 and held it in 24 quarters. The position peaked at $137M in Q1 2021. 2,257 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Kiltearn Partners reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • Kiltearn Partners sold 345,499 Wells Fargo shares in Q2 2024, an estimated $19.9M.
  • Kiltearn Partners first reported a position in Wells Fargo in Q2 2018 and held it in 24 quarters.
  • Kiltearn Partners's Wells Fargo position peaked at $137M in Q1 2021.
  • 2,257 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Kiltearn Partners's 13F filing for Q2 2024, filed 14 Aug 2024.