Grantham, Mayo, Van Otterloo & Co. LLC WFC — WELLS FARGO & CO NEW COM

Ownership history in Grantham, Mayo, Van Otterloo & Co. LLC  ·  76 quarters on record

AI Ownership Summary

Grantham, Mayo, Van Otterloo & Co. LLC reported WELLS FARGO & CO NEW COM (WFC) in 76 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.04% in 2025 Q2. The latest visible filing shows WFC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grantham, Mayo, Van Otterloo & Co. LLC's position in WELLS FARGO & CO NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WFC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WFC stock page Grantham, Mayo, Van Otterloo & Co. LLC fund profile Grantham, Mayo, Van Otterloo & Co. LLC full holdings
How Grantham, Mayo, Van Otterloo & Co. LLC held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 75,335 -5,272,523 -98.6% 0.02% $6.0M 2026-05-14 $73.79
2025 Q4 REDUCED 14.9% -14.2% ✅ 5,347,858 -939,377 -14.9% 1.27% $498.4M 2026-02-17 $86.90
2025 Q3 REDUCED 25.8% +13.4% ❌ 6,287,235 -2,182,531 -25.8% 1.49% $527.0M 2025-11-13 $83.81
2025 Q2 ADDED — — — 8,469,766 +88,358 +1.1% 2.04% $678.6M 2025-08-14 (Est.) $78.16
2025 Q1 REDUCED — — — 8,381,408 -347,950 -4.0% 1.90% $601.7M 2025-05-14 $74.64
2024 Q4 REDUCED 11.4% +2.7% ❌ 8,729,358 -1,123,890 -11.4% 1.99% $613.2M 2025-02-13 $76.74
2024 Q3 ADDED — — — 9,853,248 +314,390 +3.3% 1.74% $556.6M 2024-11-13 $70.47
2024 Q2 ADDED — — — 9,538,858 +598,312 +6.7% 1.91% $566.5M 2024-08-13 $50.91
2024 Q1 ADDED — — — 8,940,546 +1,544,710 +20.9% 1.88% $518.2M 2024-05-14 $59.14
2023 Q4 REDUCED — — — 7,395,836 -354,047 -4.6% 1.61% $364.0M 2024-02-13 $45.83
66 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WFC

As of 2026 Q1 — sorted by position size

Latash Investments, LLC 3Y 7Y 85.7% DAILY JOURNAL CORP 3Y 7Y 46.74% AMERICAN ASSETS INC 3Y 7Y 42.69% Mount Capital Ltd 3Y 13.83% Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 10.49% RWWM, Inc. 3Y 7Y 10.0% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 8.03% Harbor Island Capital LLC 3Y 7Y 7.52% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 7.15% SCHWERIN BOYLE CAPITAL MANAGEMENT INC 3Y 7Y 6.56%

FAQ About Grantham, Mayo, Van Otterloo & Co. LLC and WFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grantham, Mayo, Van Otterloo & Co. LLC reported owning WFC?

Grantham, Mayo, Van Otterloo & Co. LLC reported WFC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WFC position in Grantham, Mayo, Van Otterloo & Co. LLC's portfolio?

The largest reported portfolio weight for WFC was 2.04% in 2025 Q2.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2026 Q1, when Grantham, Mayo, Van Otterloo & Co. LLC reported 75,335 shares, equal to 0.02% of portfolio, with an estimated market value of $6.0M.

What does the chart on this WFC ownership page compare?

The chart compares Grantham, Mayo, Van Otterloo & Co. LLC's quarterly WFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Grantham, Mayo, Van Otterloo & Co. LLC time their WFC position?

Based on 13F filing dates vs. subsequent WFC price moves, Grantham, Mayo, Van Otterloo & Co. LLC correctly timed 45 out of 75 reported position changes (60%). The annualised alpha on WFC relative to SPY over the holding period was -4.1%.

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