WELLS FARGO CO NEW - 94988U656
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 115,991 | 2,817 | 0.27% | 0.28% | 1 | -1,750 | -1.49% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,488 | 60 | 0.0% | 0.0% | 2 | +1,225 | 96.99% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,148 | 52 | 0.0% | 0.0% | 3 | -73 | -3.29% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | No change | 1,976 | 47 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 100 | 2 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |