Pzena Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831M | Buy |
10,371,812
+542,493
| +6% | +$43.5M | 2.7% | 13 |
|
|
2025
Q1 | $706M | Sell |
9,829,319
-3,994,923
| -29% | -$287M | 2.46% | 17 |
|
|
2024
Q4 | $971M | Sell |
13,824,242
-1,797,975
| -12% | -$126M | 3.3% | 5 |
|
|
2024
Q3 | $882M | Sell |
15,622,217
-84,255
| -0.5% | -$4.76M | 2.85% | 9 |
|
|
2024
Q2 | $933M | Sell |
15,706,472
-1,422,658
| -8% | -$84.5M | 3.28% | 7 |
|
|
2024
Q1 | $993M | Sell |
17,129,130
-842,589
| -5% | -$48.8M | 3.41% | 7 |
|
|
2023
Q4 | $885M | Sell |
17,971,719
-297,599
| -2% | -$14.6M | 3.33% | 8 |
|
|
2023
Q3 | $746M | Buy |
18,269,318
+335,560
| +2% | +$13.7M | 3.21% | 8 |
|
|
2023
Q2 | $765M | Sell |
17,933,758
-629,968
| -3% | -$26.9M | 3.26% | 8 |
|
|
2023
Q1 | $694M | Buy |
18,563,726
+852,909
| +5% | +$31.9M | 2.99% | 9 |
|
|
2022
Q4 | $731M | Buy |
17,710,817
+375,214
| +2% | +$15.5M | 3.23% | 6 |
|
|
2022
Q3 | $697M | Buy |
17,335,603
+342,324
| +2% | +$13.8M | 3.46% | 6 |
|
|
2022
Q2 | $666M | Sell |
16,993,279
-692,814
| -4% | -$27.1M | 2.98% | 9 |
|
|
2022
Q1 | $857M | Sell |
17,686,093
-1,184,340
| -6% | -$57.4M | 3.24% | 8 |
|
|
2021
Q4 | $905M | Sell |
18,870,433
-9,507
| -0.1% | -$456K | 3.41% | 7 |
|
|
2021
Q3 | $876M | Sell |
18,879,940
-494,973
| -3% | -$23M | 3.47% | 5 |
|
|
2021
Q2 | $877M | Sell |
19,374,913
-801,245
| -4% | -$36.3M | 3.41% | 3 |
|
|
2021
Q1 | $788M | Sell |
20,176,158
-303,540
| -1% | -$11.9M | 3.2% | 5 |
|
|
2020
Q4 | $618M | Buy |
20,479,698
+2,039,930
| +11% | +$61.6M | 2.92% | 7 |
|
|
2020
Q3 | $434M | Buy |
18,439,768
+4,760,961
| +35% | +$112M | 2.71% | 9 |
|
|
2020
Q2 | $350M | Buy |
13,678,807
+2,908,997
| +27% | +$74.5M | 2.28% | 15 |
|
|
2020
Q1 | $309M | Buy |
10,769,810
+852,236
| +9% | +$24.5M | 2.34% | 13 |
|
|
2019
Q4 | $534M | Buy |
9,917,574
+158,189
| +2% | +$8.51M | 2.49% | 10 |
|
|
2019
Q3 | $492M | Sell |
9,759,385
-59,488
| -0.6% | -$3M | 2.68% | 11 |
|
|
2019
Q2 | $465M | Buy |
9,818,873
+2,296,184
| +31% | +$109M | 2.45% | 12 |
|
|
2019
Q1 | $363M | Sell |
7,522,689
-273,254
| -4% | -$13.2M | 1.98% | 18 |
|
|
2018
Q4 | $359M | Sell |
7,795,943
-234,090
| -3% | -$10.8M | 2.1% | 14 |
|
|
2018
Q3 | $422M | Buy |
8,030,033
+78,184
| +1% | +$4.11M | 2.05% | 13 |
|
|
2018
Q2 | $441M | Buy |
7,951,849
+199,712
| +3% | +$11.1M | 2.22% | 13 |
|
|
2018
Q1 | $406M | Buy |
7,752,137
+923,307
| +14% | +$48.4M | 2.07% | 14 |
|
|
2017
Q4 | $414M | Buy |
6,828,830
+1,310,975
| +24% | +$79.5M | 2.03% | 16 |
|
|
2017
Q3 | $304M | Buy |
5,517,855
+4,014,688
| +267% | +$221M | 1.61% | 22 |
|
|
2017
Q2 | $83.3M | Buy |
1,503,167
+485,833
| +48% | +$26.9M | 0.46% | 55 |
|
|
2017
Q1 | $56.6M | Buy |
1,017,334
+130
| +0% | +$7.24K | 0.32% | 73 |
|
|
2016
Q4 | $56.1M | Hold |
1,017,204
| – | – | 0.32% | 75 |
|
|
2016
Q3 | $45M | Sell |
1,017,204
-2,125
| -0.2% | -$94.1K | 0.28% | 77 |
|
|
2016
Q2 | $48.2M | Sell |
1,019,329
-573,541
| -36% | -$27.1M | 0.3% | 74 |
|
|
2016
Q1 | $77M | Sell |
1,592,870
-82,698
| -5% | -$4M | 0.47% | 56 |
|
|
2015
Q4 | $91.1M | Sell |
1,675,568
-372,395
| -18% | -$20.2M | 0.56% | 45 |
|
|
2015
Q3 | $105M | Sell |
2,047,963
-174,350
| -8% | -$8.95M | 0.67% | 42 |
|
|
2015
Q2 | $125M | Sell |
2,222,313
-79,982
| -3% | -$4.5M | 0.71% | 43 |
|
|
2015
Q1 | $125M | Sell |
2,302,295
-205,488
| -8% | -$11.2M | 0.7% | 42 |
|
|
2014
Q4 | $137M | Sell |
2,507,783
-621,075
| -20% | -$34M | 0.73% | 42 |
|
|
2014
Q3 | $162M | Sell |
3,128,858
-138,589
| -4% | -$7.19M | 0.89% | 39 |
|
|
2014
Q2 | $172M | Sell |
3,267,447
-287,376
| -8% | -$15.1M | 0.95% | 37 |
|
|
2014
Q1 | $177M | Sell |
3,554,823
-426,194
| -11% | -$21.2M | 1.01% | 39 |
|
|
2013
Q4 | $181M | Buy |
3,981,017
+73,891
| +2% | +$3.35M | 1.05% | 41 |
|
|
2013
Q3 | $161M | Buy |
3,907,126
+842,050
| +27% | +$34.8M | 1.04% | 40 |
|
|
2013
Q2 | $126M | Buy |
+3,065,076
| New | +$126M | 0.84% | 41 |
|