Meritage Portfolio Management / WFC
Meritage Portfolio Management’s Wells Fargo & Co Position
Does Meritage Portfolio Management own Wells Fargo & Co (WFC)? Yes — 116.6K shares worth $11M (+0.72% of its 13F portfolio) as of Q4 2025, down from 120.6K shares the prior filed quarter.
Position Value
$11M
Q4 2025
Shares
116.6K
% of Portfolio
+0.72%
Quarters Held
24
currently held
Position History WFC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 116.6K | $11M | +0.72% |
| Q3 2025 | 120.6K | $10M | +0.67% |
| Q2 2025 | 133.1K | $11M | +0.68% |
| Q1 2025 | 135.5K | $10M | +0.64% |
| Q4 2024 | 136.3K | $10M | +0.59% |
| Q3 2024 | 139.1K | $8M | +0.48% |
| Q2 2024 | 142.3K | $8M | +0.53% |
| Q1 2024 | 144.2K | $8M | +0.53% |
| Q4 2023 | 153.9K | $8M | +0.50% |
| Q3 2023 | 155.3K | $6M | +0.47% |
| Q2 2023 | 158.8K | $7M | +0.48% |
| Q1 2023 | 168.0K | $6M | +0.47% |
| Q4 2022 | 114.4K | $5M | +0.37% |
| Q3 2022 | 115.9K | $5M | +0.39% |
| Q2 2022 | 120.3K | $5M | +0.37% |
| Q1 2022 | 118.3K | $6M | +0.35% |
| Q4 2021 | 117.6K | $6M | +0.32% |
| Q3 2021 | 115.9K | $5M | +0.32% |
| Q2 2021 | 115.0K | $5M | +0.31% |
| Q4 2019 | 59.4K | $3M | +0.28% |
| Q3 2019 | 60.1K | $3M | +0.29% |
| Q2 2019 | 114.6K | $5M | +0.55% |
| Q1 2019 | 64.6K | $3M | +0.32% |
| Q4 2018 | 63.6K | $3M | +0.33% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of WFC.