SEC 13F Intelligence

Davis-Rea Ltd. / WFC

Davis-Rea Ltd.’s Wells Fargo & Co Position

Does Davis-Rea Ltd. own Wells Fargo & Co (WFC)? Not currently — the last reported position was 55.3K shares worth $3M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2019
Shares
55.3K
% of Portfolio
+2.03%
Quarters Held
5
position exited

Position History WFC

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $3MQ3 ’19Q4 ’19: $3MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201955.3K$3M+2.03%
Q3 201954.1K$3M+2.00%
Q2 201985.0K$4M+2.32%
Q1 201983.5K$4M+2.37%
Q4 201882.9K$4M+2.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Davis-Rea Ltd.’s full portfolio or all institutional holders of WFC.