Historical position

Chuck Akre’s Wells Fargo & Co (WFC) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2002Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares151.53KHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Wells Fargo & Co in Q2 2002. The reported position was reduced across later filings. Verified positive position history runs through Q4 2008. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2008
Sold 23.2% of the position−32.62K shares · 108.01K shares remained
Filing context

Quarter-end price $29.48 · Estimated holding basis $29.10

Q3 2008
Sold 0.3% of the position−446 shares · 140.63K shares remained
Filing context

Quarter-end price $37.53 · Estimated holding basis $29.10

Q2 2008
Sold 6.9% of the position−10.46K shares · 141.07K shares remained
Filing context

Quarter-end price $23.75 · Estimated holding basis $29.10

Q2 2002
New position+60.96K shares · 60.96K shares reported
Filing context

Quarter-end price $50.07 · Estimated holding basis $50.07

Portfolio importance

How important was Wells Fargo & Co in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.4%Q4 2008
Last reported rank#22of 31 reported positions
Peak portfolio weight3.5%Q2 2002
Best historical rank#7Q2 2002
At peak importanceQ2 2002
WFC
3.5%
Largest holding
25.5%
Cross-investor discovery

Who else owns Wells Fargo & Co?

Also reported by 3 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
WFC0.4% of reported portfolio
Joel GreenblattGotham Asset Management
WFC0.0% of reported portfolio
Tom RussoGardner Russo & Quinn · formerly Gardner Russo & Gardner
WFC0.0% of reported portfolio
Explore Wells Fargo & Co across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$90.292026-09-11

Market context only; not an investor transaction price.

Latest filing quarter-end price$29.48Q4 2008

Derived from validated reported value and shares where supported.

Estimated holding basis$29.10Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.