Wells Fargo (WFC): Deprince Race & Zollo Inc reduced its stake -50K shares

973K

Shares reported · -50K vs prior quarter

1.1%

Disclosed portfolio weight

$55M

Reported value

Holdings as of

Sep 30, 2024

Filed

Nov 14, 2024

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Sep 1, 2024CongressDisclosed purchase of WFC — reported range $1,001 - $15,000
2. Oct 14, 2024InsiderOfficer sold ~$2.17M of WFC shares in the open market
3. Oct 16, 2024InsiderOfficer sold ~$3.82M of WFC shares in the open market

What came next

1. Dec 2, 2024CongressDisclosed purchase of WFC — reported range $1,001 - $15,000
2. Jan 6, 2025CongressDisclosed sale of WFC — reported range $1,001 - $15,000
3. Jan 14, 2025Court · District Court, D. NevadaSecurities lawsuit filed: Azarmehr v. Wells Fargo Clearing Services LLC Advisors
4. Feb 12, 2025CongressDisclosed purchase of WFC — reported range $1,001 - $15,000
5. Mar 3, 2025CongressDisclosed purchase of WFC — reported range $1,001 - $15,000
6. Mar 5, 2025Layoff notice · 3563 Philips Highway, Building D, JACKSONVILLE, FL, 32207Layoff notice filed in FL: 90 employees

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Wells Fargo

For Wells Fargo, OQRO holds 3 Congress trade reports and 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its WFC page.

How this filing works

• SEC Form 13F

Other disclosures at Wells Fargo

• House Clerk periodic transaction reportNov 10, 2026
• SEC Schedule 13GNov 5, 2026
• House Clerk periodic transaction reportOct 2, 2026
• Senate eFD periodic transaction reportSep 21, 2026
• SEC Form 13F-HRAug 25, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its WFC page.