Wells Fargo Bank NA (wfc 4.9 02/12/25)
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$1.00avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Wells Fargo Bank NA (wfc 4.9 02/12/25) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($224K) and Tucker Asset Management LLC ($56K).
- Company
- Wells Fargo Bank NA (wfc 4.9 02/12/25)
- CUSIP
- 949764LX0
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $224K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 225,000 shares bought, net +225,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| ORG Partners LLC | 0.03% | New | 225,000 | $224K |
| Tucker Asset Management LLC | 0.01% | No change | 56,000 | $56K |
"% of holder's portfolio" is WELLS FARGO BANK NA (WFC 4.9 02/12/25)'s weight in each manager's 13F, not the share of Wells Fargo Bank NA (wfc 4.9 02/12/25) the manager owns.