SEC 13F Intelligence

Forbes J M & Co LLP / WFC

Forbes J M & Co LLP’s Wells Fargo & Co Position

Does Forbes J M & Co LLP own Wells Fargo & Co (WFC)? Not currently — the last reported position was 193.7K shares worth $10M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q4 2019
Shares
193.7K
% of Portfolio
+1.71%
Quarters Held
1
position exited

Position History WFC

Reported value by quarter
Q4 ’19: $10MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2019193.7K$10M+1.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Forbes J M & Co LLP’s full portfolio or all institutional holders of WFC.