SEC 13F Intelligence

Theleme Partners LLP / WFC

Theleme Partners LLP’s Wells Fargo & Co Position

Does Theleme Partners LLP own Wells Fargo & Co (WFC)? Not currently — the last reported position was 1.98M shares worth $184M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$184M
Q4 2025
Shares
1.98M
% of Portfolio
+12.01%
Quarters Held
28
position exited

Position History WFC

Reported value by quarter
Q4 ’18: $459MQ4 ’18Q1 ’19: $499MQ2 ’19: $489MQ3 ’19: $521MQ4 ’19: $618MQ4 ’19Q1 ’20: $316MQ2 ’20: $273MQ3 ’20: $290MQ4 ’20: $604MQ4 ’20Q1 ’21: $767MQ2 ’21: $912MQ3 ’21: $934MQ4 ’21: $794MQ4 ’21Q1 ’22: $794MQ2 ’22: $631MQ3 ’22: $603MQ4 ’22: $603MQ4 ’22Q1 ’23: $416MQ2 ’23: $439MQ3 ’23: $286MQ4 ’23: $345MQ4 ’23Q1 ’24: $342MQ2 ’24: $276MQ4 ’24: $187MQ1 ’25: $152MQ1 ’25Q2 ’25: $212MQ3 ’25: $229MQ4 ’25: $184Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.98M$184M+12.01%
Q3 20252.73M$229M+14.65%
Q2 20252.64M$212M+12.87%
Q1 20252.12M$152M+11.98%
Q4 20242.66M$187M+12.54%
Q2 20244.65M$276M+13.25%
Q1 20245.91M$342M+17.35%
Q4 20237.01M$345M+16.45%
Q3 20237.01M$286M+14.38%
Q2 202310.29M$439M+19.87%
Q1 202311.14M$416M+17.90%
Q4 202214.60M$603M+22.73%
Q3 202215.00M$603M+29.42%
Q2 202216.12M$631M+25.30%
Q1 202216.56M$794M+13.28%
Q4 202116.56M$794M+13.28%
Q3 202120.13M$934M+26.67%
Q2 202120.13M$912M+26.62%
Q1 202119.63M$767M+25.66%
Q4 202020.02M$604M+19.84%
Q3 202012.33M$290M+13.32%
Q2 202010.66M$273M+12.87%
Q1 202011.03M$316M+22.77%
Q4 201911.49M$618M+34.81%
Q3 201910.33M$521M+24.10%
Q2 201910.33M$489M+23.70%
Q1 201910.33M$499M+29.79%
Q4 20189.96M$459M+23.20%

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