Historical position

Daniel Loeb’s Wells Fargo & Co (WFC) position

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

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ1 2012Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares2.55MHighest verified quarter-end share count
Quarters reported1Verified quarters with shares above zero
What happened?

Third Point LLC first reported Wells Fargo & Co in Q1 2012. Verified positive position history runs through Q1 2012. 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.

Q1 2012
New position+2.55M shares · 2.55M shares reported
Filing context

Quarter-end price $34.14 · Estimated holding basis $34.14

Portfolio importance

How important was Wells Fargo & Co in Third Point LLC’s reported portfolio?

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

Last reported portfolio weight2.1%Q1 2012
Last reported rank#14of 39 reported positions
Peak portfolio weight2.1%Q1 2012
Best historical rank#14Q1 2012
At peak importanceQ1 2012
WFC
2.1%
Largest holding
26.5%
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$34.14Q1 2012

Derived from validated reported value and shares where supported.

Estimated holding basis$34.14Historical 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 Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.