WFC
Wells Fargo & CO
16 super-investors hold WFC worth a combined $5.23B. The largest position: Tweedy Browne at 3.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 46 — ranked #67 of 724 scored stocks.
Why super-investors own WFC
Conviction in WFC is concentrated among a small but stable group of value-oriented managers, with 16 cohort members holding a combined $5.2B — though that figure is dominated by a handful of large allocators. Richard Pzena ($698M) and Christopher Davis ($652M) account for the bulk of cohort exposure, with Tweedy Browne carrying the highest portfolio concentration at 3.3%. Activity in 2026Q1 was nonexistent: no new positions, no adds, no trims, no exits. The owner count has been essentially flat for two years, hovering between two and three holders through most of the tracked period before expanding to 16 — suggesting the current base is settled rather than building. Interest is neither rising nor fading; this looks like a hold-in-place consensus among patient, valuation-driven investors.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (16) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.4% | 40q | $2.48B | 31,168,331 |
| 2 | Bill Nygren | 1.2% | 40q | $874M | 10,983,221 |
| 3 | Richard Pzena | 2.3% | 40q | $698M | 8,773,128 |
| 4 | Christopher Davis | 3.0% | 40q | $652M | 8,190,871 |
| 5 | Joel Greenblatt | 0.1% | 40q | $179M | 2,254,234 |
| 6 | Mairs & Power Funds | 1.1% | 40q | $109M | 1,365,876 |
| 7 | Harry Burn | 2.4% | 21q | $72M | 902,430 |
| 8 | First Pacific Advisors | 1.0% | 32q | $69M | 872,730 |
| 9 | Tweedy Browne | 3.3% | 40q | $41M | 515,920 |
| 10 | David Katz | 1.6% | 40q | $17M | 216,482 |
| 11 | Thomas Gayner | 0.1% | 32q | $16M | 204,450 |
| 12 | Yacktman Asset Management | 0.1% | 40q | $8M | 100,437 |
| 13 | Robert Olstein | 1.1% | 34q | $5M | 66,000 |
| 14 | Francis Chou | 2.3% | 31q | $5M | 59,542 |
| 15 | Thomas Russo | <0.1% | 40q | $593K | 7,450 |
| 16 | Torray Funds | <0.1% | 22q | $239K | 3,000 |
- 1Dodge & Cox Fundsport1.4%val$2.48B31,168,331 sh·40q held
- 2Bill Nygrenport1.2%val$874M10,983,221 sh·40q held
- 3Richard Pzenaport2.3%val$698M8,773,128 sh·40q held
- 4Christopher Davisport3.0%val$652M8,190,871 sh·40q held
- 5Joel Greenblattport0.1%val$179M2,254,234 sh·40q held
- 6Mairs & Power Fundsport1.1%val$109M1,365,876 sh·40q held
- 7Harry Burnport2.4%val$72M902,430 sh·21q held
- 8First Pacific Advisorsport1.0%val$69M872,730 sh·32q held
- 9Tweedy Browneport3.3%val$41M515,920 sh·40q held
- 10David Katzport1.6%val$17M216,482 sh·40q held
- 11Thomas Gaynerport0.1%val$16M204,450 sh·32q held
- 12Yacktman Asset Managementport0.1%val$8M100,437 sh·40q held
- 13Robert Olsteinport1.1%val$5M66,000 sh·34q held
- 14Francis Chouport2.3%val$5M59,542 sh·31q held
- 15Thomas Russoport<0.1%val$593K7,450 sh·40q held
- 16Torray Fundsport<0.1%val$239K3,000 sh·22q held
Owners of WFC also hold
Long US equity 13F-HR filings only. CUSIP 949746101. Not investment advice.