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Showing 8 of 30 quarters

Position history for WESTWOOD HOLDINGS GROUP INCWESTWOOD HOLDINGS GROUP INC's holdings in WELLS FARGO & CO

WESTWOOD HOLDINGS GROUP INC holds 492,635 shares of WFC (WELLS FARGO & CO), worth $40.7M as of 2026-Q2. The position was decreased (-35.4% shares). WFC represents 0.3% of WESTWOOD HOLDINGS GROUP INC's portfolio.

Current Value

$40.7M

Current Shares

492,635

Total Value Change

-$46.2M

Total Shares Change

-1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
492,635
-35.4%
$40.7M0.3%$82.17
0
2026-Q1
Decreased
763,057
-5.1%
$60.7M0.4%$82.53
0
2025-Q4
Decreased
804,227
-23.3%
$75M0.6%$93.85
0
2025-Q3
Decreased
1M
-13.8%
$87.9M0.6%$82.03
0
2025-Q2
Increased
1.2M
+2.5%
$97.5M0.7%$77.95
43
2025-Q1
Decreased
1.2M
-34.5%
$85.2M0.6%$69.19
0
2024-Q4
Increased
1.8M
+17.9%
$127.4M1.0%$68.58
50
2024-Q3
Increased
1.5M
+8.6%
$86.9M0.4%$54.13
39

Other major holders of WFC: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc., JPMORGAN CHASE & CO

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