← Holdings
WFC

Wells Fargo & Company

4 managers · $939M total
Data: SEC EDGAR 13F · 2026Q1
Manager holders · last 4 qtrs
4
2025Q2 – 2026Q1 · flat QoQ
Total position
$939M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-14.88%$874M1.17%Deep value / Contrarian long-term
HoskingAdd+4.05%$39M1.4%Contrarian value / Global diversified
MarkelHold$16M0.14%Insurance float / Long-term value
MarathonAdd+13.42%$9M0.35%Capital cycle / Contrarian value
What managers say
2025-10-16Hosking PartnersNeutralQ3 2025 - Quarterly Report CommentaryDetail →
2024-12-31Oakmark FundsBullOakmark Fund: Fourth Calendar Quarter 2024Detail →
2023-11-17Oakmark FundsBullMore on Growth vs. Value InvestingDetail →
2023-04-27Oakmark FundsBullLetters to ShareholdersDetail →
2022-12-31Oakmark FundsNeutralBill Nygren Market Commentary | 4Q22Detail →
2020-12-31Oakmark FundsBullBill Nygren Market Commentary | 4Q20Detail →
2020-09-30Oakmark FundsBullBill Nygren Market Commentary | 3Q20Detail →
2020-03-31Oakmark FundsBullBill Nygren Market Commentary | 1Q20Detail →
Earnings Calls
Q2 2026July 21, 2026
Strong quarterly results significantly exceeded expectations, driven primarily by investment and operating efficiency leading to broad-based growth, with EPS up 25% YoY to $2.
Key data: EPS $2 (+25%), revenue growth of 9%, average loans and deposits up 12% and 10% respectively.
Business progress: Revenue growth across all business lines, new credit card accounts up 46%, auto loans up 41%, investment banking at record levels, market share gains, digital users reaching 33.7 million.
Guidance and outlook: Maintains full-year NII of $50bn±, expenses of $55.7bn, expects stronger NII in the second half, RoTCE target of 17-18% achievable.
Key signals: Management's confidence in the growth strategy is increasing, but warns of the need for caution regarding excessive risk-taking.
Q1 2026April 14, 2026
FinancialsFY2019 · Source: SEC EDGAR 10-K

4y revenue CAGR -1% · latest net margin 23.2%

Revenue$85.1B
Rev. YoY-1.6%
Gross margin
Net margin23.2%
Net income$19.7B
Free cash flow
Operating cash flow$6.73B
ROE10.5%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.