WFC Wells Fargo & Co.
Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. The firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.
Company profile
Ticker
WFC
Exchange
Website
CEO
Charles William Scharf
Employees
Incorporated in
Location
Fiscal year end
Sector
Industry (SEC)
Former names
Norwest Corp, Wells Fargo & Co
SEC CIK
Corporate docs
IRS number
410449260
WFC stock data
()
Investment data
| Top 50 of 6379 holdings by value End of quarter 30 Sep 19 |
Value |
Shares Held or Principal Amt |
|---|---|---|
| $7.92B | 56.95M | |
| $7.75B | 25.97M | |
| $6.22B | 54.95M | |
| $5.37B | 23.99M | |
|
SPDR S&P 500 Etf TR
(TR UNIT)
|
$4.87B | 16.41M |
|
Vanguard Tax Managed Intl FD
(FTSE DEV MKT ETF)
|
$4.48B | 109.05M |
| $3.76B | 24.82M | |
| $3.72B | 19.24M | |
|
Vanguard Intl Equity Index F
(FTSE EMR MKT ETF)
|
$3.55B | 88.06M |
| $3.53B | 2.03M | |
| $3.37B | 28.6M | |
| $2.89B | 59.03M | |
| $2.85B | 21.99M | |
| $2.8B | 12.08M | |
| $2.75B | 55.72M | |
| $2.28B | 18.31M | |
| $2.28B | 1.86M | |
| $2.21B | 39.45M | |
| $2.18B | 57.51M | |
| $2.14B | 12.45M | |
| $2.08B | 1.71M | |
| $2.01B | 23.93M | |
| $1.94B | 8.32M | |
| $1.91B | 8.91M | |
| $1.91B | 31.66M | |
| $1.86B | 13.57M | |
| $1.78B | 19.06M | |
| $1.76B | 26.96M | |
| $1.75B | 24.73M | |
| $1.73B | 61.87M | |
| $1.72B | 14.5M | |
| $1.69B | 12.93M | |
| $1.63B | 9.15M | |
| $1.63B | 19.48M | |
| $1.62B | 20.8M | |
| $1.59B | 9.85M | |
| $1.55B | 7.14M | |
| $1.54B | 22.96M | |
| $1.52B | 18.03M | |
| $1.52B | 24.88M | |
| $1.51B | 13.93M | |
| $1.48B | 24.67M | |
| $1.46B | 12.28M | |
| $1.45B | 28.16M | |
| $1.44B | 3.78M | |
| $1.43B | 7.38M | |
|
Invesco QQQ TR
(UNIT SER 1)
|
$1.41B | 7.48M |
| $1.38B | 12.91M | |
| $1.37B | 8.19M | |
| $1.33B | 29.51M |
Holdings list only includes long positions.
Only includes long positions.
Calendar
1 Nov 19
21 Jan 20
31 Dec 20
News
Company financial data Financial data
| Quarter (USD) | Sep 19 | Jun 19 | Mar 19 | Dec 18 | |
|---|---|---|---|---|---|
| Revenue | 22.01B | 21.58B | 21.61B | 20.98B | |
| Net income | 4.61B | 6.21B | 5.86B | 6.06B | |
| Diluted EPS | 0.92 | 1.3 | 1.2 | 1.21 | |
| Net profit margin | 20.95% | 28.75% | 27.12% | 28.90% | |
| Net change in cash | -15.7B | 15.46B | -24.32B | 13.76B | |
| Cash on hand | 148.73B | 164.43B | 148.97B | 173.29B |
| Annual (USD) | Dec 18 | Dec 17 | Dec 16 | Dec 15 | |
|---|---|---|---|---|---|
| Revenue | 86.41B | 88.39B | 88.27B | ||
| Net income | 22.39B | 22.18B | 21.94B | 22.89B | |
| Diluted EPS | 4.28 | 4.1 | 3.99 | 4.12 | |
| Net profit margin | 25.92% | 25.10% | 24.85% | ||
| Net change in cash | -42.66B | -5.45B | -18.12B | 729M | |
| Cash on hand | 173.29B | 215.95B | 221.4B | 239.52B |
Financial data from company earnings reports
Institutional ownership Q3 2019
13F holders |
Current |
|---|---|
| Total holders | 1960 |
| Opened positions | 115 |
| Closed positions | 125 |
| Increased positions | 719 |
| Reduced positions | 869 |
13F shares |
Current |
|---|---|
| Total value | 1.24T |
| Total shares | 3.21B |
| Total puts | 55.42M |
| Total calls | 60.78M |
| Total put/call ratio | 0.9 |
Largest owners |
Shares | Value |
|---|---|---|
| BRK.A Berkshire Hathaway | 378.37M | $19.08B |
| Vanguard | 321.45M | $16.21B |
| BLK BlackRock | 285.85M | $14.71B |
| STT State Street | 174.47M | $8.95B |
| N Price T Rowe Associates | 93.81M | $5.44B |
| Dodge & Cox | 85.28M | $4.3B |
| FMR | 67.15M | $3.46B |
| BEN Franklin Resources | 64.5M | $3.25B |
| Geode Capital Management | 56.4M | $2.84B |
| State Farm Mutual Automobile Insurance | 55.04M | $2.78B |
Content analysis
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| Positive | ||
| Negative | ||
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| Constraining | ||
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| Litigous | ||
| Readability |
H.S. freshman Avg
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New words:
ACH, CFTC, cleanup, Eastdil, indeterminate, inverted, jointly, Morningstar, NaN, reevaluation, Ryder, Scharf, streamline, suitability, trend, volcker
Removed:
anticipate, breakout, computer, contacted, disputed, distribute, eleven, half, left, mediation, mediator, predominant, proportionately, pursue, root, slightly, supply, tailored, wind
Financial reports
10-Q
2019 Q3
Quarterly report
1 Nov 19
10-Q
2019 Q2
Quarterly report
2 Aug 19
10-Q
2019 Q1
Quarterly report
3 May 19
10-K
2018 FY
Annual report
27 Feb 19
10-Q
2018 Q3
Quarterly report
6 Nov 18
10-Q
2018 Q2
Quarterly report
3 Aug 18
10-Q
2018 Q1
Quarterly report
4 May 18
10-K
2017 FY
Annual report
1 Mar 18
10-Q
2017 Q3
Quarterly report
3 Nov 17
10-Q
2017 Q2
Quarterly report
4 Aug 17
Current reports
8-K
Financial Statements and Exhibits
17 Jan 20
8-K
Wells Fargo Reports Fourth Quarter 2019 Net Income of $2.9 Billion
14 Jan 20
8-K
Financial Statements and Exhibits
7 Jan 20
8-K
Financial Statements and Exhibits
6 Jan 20
8-K
Financial Statements and Exhibits
3 Jan 20
8-K
Financial Statements and Exhibits
31 Dec 19
8-K
Financial Statements and Exhibits
30 Dec 19
8-K
Financial Statements and Exhibits
27 Dec 19
8-K
Financial Statements and Exhibits
26 Dec 19
8-K
Financial Statements and Exhibits
26 Dec 19
Registration and prospectus
424B2
Prospectus for primary offering
17 Jan 20
424B2
Prospectus for primary offering
17 Jan 20
424B2
Prospectus for primary offering
17 Jan 20
424B2
Prospectus for primary offering
17 Jan 20
424B2
Prospectus for primary offering
17 Jan 20
424B2
Prospectus for primary offering
16 Jan 20
424B2
Prospectus for primary offering
16 Jan 20
424B2
Prospectus for primary offering
16 Jan 20
424B2
Prospectus for primary offering
16 Jan 20
FWP
Free writing prospectus
15 Jan 20
Proxies
DEFA14A
Additional proxy soliciting materials
2 Apr 19
DEFA14A
Additional proxy soliciting materials
29 Mar 19
DEFA14A
Additional proxy soliciting materials
29 Mar 19
DEFA14A
Additional proxy soliciting materials
28 Mar 19
DEFA14A
Additional proxy soliciting materials
18 Mar 19
DEFA14A
Additional proxy soliciting materials
13 Mar 19
DEFA14A
Additional proxy soliciting materials
13 Mar 19
DEF 14A
Definitive proxy
13 Mar 19
PX14A6G
Letter to shareholders
20 Apr 18
PX14A6G
Letter to shareholders
17 Apr 18
Other
EFFECT
Notice of effectiveness
8 Apr 19
EFFECT
Notice of effectiveness
15 Mar 19
EFFECT
Notice of effectiveness
15 Mar 19
CERTNYS
Certification of approval for NYSE listing
24 Apr 17
NO ACT
No action letter
2 Mar 17
NO ACT
No action letter
27 Feb 17
NO ACT
No action letter
27 Feb 17
NO ACT
No action letter
27 Feb 17
NO ACT
No action letter
15 Feb 17
NO ACT
No action letter
17 Jan 17
Ownership
SC 13G/A
MFS Intermediate Income Trust
10 Jan 20
SC 13G/A
Invesco DB Us Dollar Index Bearish Fund
10 Jan 20
SC 13G/A
Blackrock Income Trust, Inc.
10 Jan 20
SC 13G/A
Spark Energy, Inc.
10 Jan 20
SC 13G/A
Nuveen AMT-Free Municipal Credit Income Fund
10 Dec 19
SC 13D/A
Nuveen Connecticut Quality Municipal Income Fund
20 Nov 19
SC 13D/A
Nuveen AMT-Free Quality Municipal Income Fund
20 Nov 19
13F-HR
Quarterly holdings report by institutional manager
12 Nov 19
SC 13G/A
Spark Energy, Inc.
12 Nov 19
SC 13G/A
Blackrock Core Bond Trust
12 Nov 19