13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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2

WFC

WELLS FARGO & CO · Financials

Consensus score 2/100 · #145 this quarter · tier-weighted across tracked managers

ConfirmedPrice action since filingas of 2026-07-09
vs 50-day avg
+8.2%
21-day momentum
+6.5%
recent volume
0.68×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
+2.8%
30-wk MA slope
-0.2%
rel. strength
-9.8
52-wk range
57%

Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
7
tracked managers
New this Q
0
opened a position
Avg weight
1.1%
of their portfolios
Combined value
$764M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Tweedy Browne
Graham/global value
3.3%
TRIM
Davis Advisors
Concentrated
3.0%
TRIM
Hosking Partners
Concentrated
1.4%
ADD
Markel Group
Concentrated
0.1%
HOLD
Yacktman Asset Management
Quality value
0.1%
TRIM
Eagle Capital
Quality value
0.0%
TRIM
Gardner Russo & Quinn
Graham/global value
0.0%
TRIM

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.