Also trades as: WFC (NYSE) · $vol 1240M · WFC-PL (NYSE) · $vol 11M · WFC-PQ (NYSE) · $vol 5M · WFC-PZ (NYSE) · $vol 5M · WFC-PA (NYSE) · $vol 3M · WFC-PR (NYSE) · $vol 3M · WFC-PD (NYSE) · $vol 2M · WFC-PC (NYSE) · $vol 2M · WFCS.TO (TSX) · $vol 0M · NWT.DE (XETRA) · $vol 0M · WFC.SW (SIX) · $vol 0M · WFCNP (OTC) · $vol 0M
WFC-PY Institutional Ownership
Wells Fargo & Company
1W: +1.1%
1M: +0.6%
3M: -8.8%
YTD: -16.1%
1Y: -18.0%
3Y: +7.3%
5Y: -0.7%
$20.15
+0.11 (+0.55%)
Weekly Expected Move ±2.1%
$19
$20
$20
$21
$21
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WFC-PY
5
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
0
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Estabrook Capital Management | 2,000 | $40K | — | +0.0% | 2Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 1,823 | $37K | -25 | -1.4% | 15Q | SEC ↗ |
| 3 | Leo H. Evart, Inc. | 500 | $10K | — | +0.0% | 2Q | SEC ↗ |
| 4 | NBC SECURITIES, INC. | 0 | $0K | -2,488 | -100.0% | 3Q | SEC ↗ |
| 5 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 0 | $0K | -100 | -100.0% | 13Q | SEC ↗ |
| 6 | Steigerwald, Gordon & Koch Inc. | 0 | $0K | -115,991 | -100.0% | 2Q | SEC ↗ |
| 7 | First Command Advisory Services, Inc. | 0 | $0K | -372 | -100.0% | 1Q | SEC ↗ |
| 8 | Ascentis Independent Advisors | 0 | $0K | -26 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Steigerwald, Gordon & Koch Inc. | 115,991 | $2M |
| NBC SECURITIES, INC. | 2,488 | $50K |
| First Command Advisory Services, In | 372 | $7K |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 100 | $2K |
| Ascentis Independent Advisors | 26 | $1K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PNC Financial Services Group, Inc. | -25 | -1.4% | 1,823 |