SEC 13F Intelligence

Edmond De Rothschild Holding S.A. / WFC

Edmond De Rothschild Holding S.A.’s Wells Fargo & Co Position

Does Edmond De Rothschild Holding S.A. own Wells Fargo & Co (WFC)? Yes761.2K shares worth $61M (+0.88% of its 13F portfolio) as of Q1 2026, up from 290.2K shares the prior filed quarter.

Position Value
$61M
Q1 2026
Shares
761.2K
% of Portfolio
+0.88%
Quarters Held
30
currently held

Position History WFC

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $10MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $8MQ4 ’20Q1 ’21: $14MQ2 ’21: $22MQ3 ’21: $22MQ4 ’21: $23MQ4 ’21Q1 ’22: $22MQ2 ’22: $18MQ3 ’22: $19MQ4 ’22: $19MQ4 ’22Q1 ’23: $13MQ2 ’23: $15MQ3 ’23: $14MQ4 ’23: $16MQ4 ’23Q1 ’24: $19MQ2 ’24: $18MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $16MQ2 ’25: $23MQ3 ’25: $26MQ4 ’25: $27MQ4 ’25Q1 ’26: $61Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026761.2K$61M+0.88%
Q4 2025290.2K$27M+0.38%
Q3 2025310.7K$26M+0.40%
Q2 2025288.8K$23M+0.37%
Q1 2025229.7K$16M+0.29%
Q4 2024254.4K$18M+0.31%
Q3 2024326.3K$18M+0.30%
Q2 2024308.2K$18M+0.31%
Q1 2024330.4K$19M+0.32%
Q4 2023331.5K$16M+0.29%
Q3 2023341.1K$14M+0.28%
Q2 2023341.8K$15M+0.29%
Q1 2023342.6K$13M+0.29%
Q4 2022462.9K$19M+0.44%
Q3 2022462.2K$19M+0.49%
Q2 2022462.0K$18M+0.44%
Q1 2022451.0K$22M+0.47%
Q4 2021474.9K$23M+0.49%
Q3 2021475.0K$22M+0.51%
Q2 2021474.8K$22M+0.50%
Q1 2021358.1K$14M+0.38%
Q4 2020261.1K$8M+0.26%
Q3 2020207.6K$5M+0.19%
Q2 2020180.1K$5M+0.19%
Q1 2020180.0K$5M+0.27%
Q4 2019155.4K$8M+0.33%
Q3 2019140.9K$7M+0.28%
Q2 2019142.0K$7M+0.25%
Q1 2019211.5K$10M+0.35%
Q4 2018213.4K$10M+0.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmond De Rothschild Holding S.A.’s full portfolio or all institutional holders of WFC.