SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / WFC

Clifford Swan Investment Counsel LLC’s Wells Fargo & Co Position

Does Clifford Swan Investment Counsel LLC own Wells Fargo & Co (WFC)? Yes — 437.6K shares worth $35M (+1.19% of its 13F portfolio) as of Q1 2026, down from 454.6K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
437.6K
% of Portfolio
+1.19%
Quarters Held
30
currently held

Position History WFC

Reported value by quarter
Q4 ’18: $36MQ4 ’18Q1 ’19: $39MQ2 ’19: $37MQ3 ’19: $41MQ4 ’19: $44MQ4 ’19Q1 ’20: $24MQ2 ’20: $21MQ3 ’20: $19MQ4 ’20: $24MQ4 ’20Q1 ’21: $30MQ2 ’21: $34MQ3 ’21: $37MQ4 ’21: $34MQ4 ’21Q1 ’22: $33MQ2 ’22: $27MQ3 ’22: $28MQ4 ’22: $28MQ4 ’22Q1 ’23: $25MQ2 ’23: $28MQ3 ’23: $26MQ4 ’23: $31MQ4 ’23Q1 ’24: $35MQ2 ’24: $36MQ3 ’24: $31MQ4 ’24: $37MQ4 ’24Q1 ’25: $35MQ2 ’25: $38MQ3 ’25: $39MQ4 ’25: $42MQ4 ’25Q1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026437.6K$35M+1.19%
Q4 2025454.6K$42M+1.41%
Q3 2025462.8K$39M+1.29%
Q2 2025471.1K$38M+1.33%
Q1 2025487.3K$35M+1.29%
Q4 2024524.9K$37M+1.33%
Q3 2024554.0K$31M+1.11%
Q2 2024600.6K$36M+1.33%
Q1 2024609.1K$35M+1.31%
Q4 2023625.1K$31M+1.20%
Q3 2023645.0K$26M+1.11%
Q2 2023653.5K$28M+1.13%
Q1 2023665.9K$25M+1.04%
Q4 2022679.4K$28M+1.22%
Q3 2022684.4K$28M+1.29%
Q2 2022691.6K$27M+1.17%
Q1 2022688.4K$33M+1.24%
Q4 2021703.2K$34M+1.18%
Q3 2021723.5K$37M+1.37%
Q2 2021746.1K$34M+1.31%
Q1 2021770.9K$30M+1.24%
Q4 2020784.1K$24M+1.03%
Q3 2020818.9K$19M+0.92%
Q2 2020829.2K$21M+1.09%
Q1 2020825.7K$24M+1.44%
Q4 2019814.8K$44M+2.12%
Q3 2019810.8K$41M+2.12%
Q2 2019790.8K$37M+1.97%
Q1 2019811.2K$39M+2.10%
Q4 2018787.4K$36M+2.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of WFC.