Security Name: WELLS FARGO & CO
Ticker: WFC
Security Type: EQU
Exchange: US
CUSIP: 949746101

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $153.73B - 2,216 -
2024-09-30 $141.06B -8.2% 2,191 -1.1%
2024-12-31 $175.79B +24.6% 1,845 -15.8%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
LATASH INVESTMENTS, LLC $109.2M 1,555K 85.2%
DAILY JOURNAL CORP $99.2M 1,413K 47.4%
AMERICAN ASSETS INC $112.4M 1,600K 34.5%
KIRKOSWALD ASSET MANAGEMENT LLC $26.7M 380K 30.9%
MOUNT CAPITAL LTD $44.4M 632K 15.8%
THELEME PARTNERS LLP $187.0M 2,663K 12.5%
RWWM, INC. $133.3M 1,897K 12.2%
BLACK CYPRESS CAPITAL MANAGEMENT, LLC $11.2M 159K 9.7%
HARBOR ISLAND CAPITAL LLC $19.7M 279K 9.4%
WILSEY ASSET MANAGEMENT INC $42.1M 599K 7.8%
LOUNTZIS ASSET MANAGEMENT, LLC $17.7M 251K 7.5%
ATEGRA CAPITAL MANAGEMENT, LLC $10.8M 153K 7.2%
NORTH REEF CAPITAL MANAGEMENT LP $149.3M 2,125K 6.7%
SCHWERIN BOYLE CAPITAL MANAGEMENT INC $58.5M 833K 6.0%
CONSILIUM WEALTH ADVISORY, LLC $12.0M 171K 5.7%
REGAL PARTNERS LTD $50.4M 717K 5.1%
VERIDAN WEALTH LLC $10.7M 137K 5.0%
OPTIMAS CAPITAL LTD $3.3M 47K 4.5%
SALZHAUER MICHAEL $8.1M 133K 4.2%
WOODWARD DIVERSIFIED CAPITAL, LLC $5.7M 80K 4.2%
CLAYTON PARTNERS LLC $5.9M 83K 4.1%
TEEWINOT CAPITAL ADVISERS, L.L.C. $38.9M 553K 4.0%
EQUITY INVESTMENT CORP $168.2M 2,394K 3.9%
DCM ADVISORS, LLC $8.2M 116K 3.9%
FIRST PACIFIC ADVISORS, LP $264.8M 3,769K 3.8%

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