Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Wells Fargo (WFC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 8,190,871 2.99 Reduce 0.81% 0.03 $79.61 $652,075,858 SEC
2025   Q4 8,258,031 3.46 Add 6.06% 0.20 $93.20 $769,649,182 SEC
2025   Q3 7,786,052 3.41 Reduce 4.77% 0.17 $83.82 $652,626,920 SEC
2025   Q2 8,176,423 3.50 Reduce 3.45% 0.12 $80.12 $655,095,014 SEC
2025   Q1 8,468,647 3.50 Reduce 1.93% 0.07 $71.79 $607,964,158 SEC
2024   Q4 8,635,051 3.53 Reduce 39.46% 1.78 $70.24 $606,525,961 SEC
2024   Q3 14,263,227 4.52 Reduce 7.08% 0.38 $56.49 $805,729,673 SEC
2024   Q2 15,350,126 5.30 Reduce 34.69% 2.65 $59.39 $911,644,000 SEC
2024   Q1 23,503,511 7.64 Reduce 19.93% 1.63 $57.96 $1,362,263,481 SEC
2023   Q4 29,354,991 8.16 Reduce 3.16% 0.25 $49.22 $1,444,852,797 SEC
2023   Q3 30,313,265 7.77 Reduce 1.39% 0.11 $40.86 $1,238,600,102 SEC
2023   Q2 30,739,720 7.99 Add 1.29% 0.10 $42.68 $1,311,971,275 SEC
2023   Q1 30,347,321 7.50 Reduce 1.51% 0.13 $37.38 $1,134,382,880 SEC
2022   Q4 30,812,906 8.65 Reduce 3.94% 0.36 $41.29 $1,272,264,885 SEC
2022   Q3 32,077,734 9.17 Reduce 1.72% 0.14 $40.22 $1,290,166,000 SEC
2022   Q2 32,639,532 8.20 Reduce 3.91% 0.33 $39.17 $1,278,490,000 SEC
2022   Q1 33,967,518 8.32 Reduce 11.34% 0.97 $48.46 $1,646,066,000 SEC
2021   Q4 38,310,651 8.55 Reduce 3.09% 0.26 $47.98 $1,838,145,000 SEC
2021   Q3 39,532,458 8.49 Reduce 3.28% 0.26 $46.41 $1,834,701,000 SEC
2021   Q2 40,873,138 7.91 Reduce 0.11% <0.01 $45.29 $1,851,144,000 SEC
2021   Q1 40,917,419 7.47 Add 1.43% 0.11 $39.07 $1,598,644,000 SEC
2020   Q4 40,341,902 6.34 Reduce 2.57% 0.15 $30.18 $1,217,519,000 SEC
2020   Q3 41,407,144 5.81 Add 44.95% 1.80 $23.51 $973,482,000 SEC
2020   Q2 28,566,052 4.46 Add 3.37% 0.15 $25.60 $731,291,000 SEC
2020   Q1 27,636,091 5.65 Add 4.34% 0.24 $28.70 $793,156,000 SEC
2019   Q4 26,485,994 7.25 Reduce 3.57% 0.27 $53.80 $1,424,946,000 SEC
2019   Q3 27,467,268 7.42 Reduce 0.95% 0.07 $50.44 $1,385,449,000 SEC
2019   Q2 27,729,864 6.86 Add 0.70% 0.05 $47.32 $1,312,177,000 SEC
2019   Q1 27,535,957 6.88 Add 2.09% 0.14 $48.32 $1,330,537,000 SEC
2018   Q4 26,971,021 7.19 Reduce 0.55% 0.03 $46.06 $1,242,371,000 SEC
2018   Q3 27,120,401 6.31 Add 0.19% 0.01 $52.56 $1,425,448,000 SEC
2018   Q2 27,069,365 6.56 Add 1.47% 0.10 $55.44 $1,500,726,000 SEC
2018   Q1 26,676,903 6.20 Add 1.67% 0.10 $52.41 $1,398,136,000 SEC
2017   Q4 26,237,640 6.84 Reduce 0.37% 0.02 $60.67 $1,591,838,000 SEC
2017   Q3 26,335,478 6.24 Add 1.42% 0.09 $55.10 $1,451,064,000 SEC
2017   Q2 25,966,811 6.35 Add 1.85% 0.12 $55.41 $1,438,821,000 SEC
2017   Q1 25,494,226 6.18 Reduce 3.52% 0.23 $55.66 $1,419,009,000 SEC
2016   Q4 26,425,695 6.43 Add 0.89% 0.06 $55.11 $1,456,320,000 SEC
2016   Q3 26,193,351 5.12 Add 8.11% 0.38 $44.28 $1,159,842,000 SEC
2016   Q2 24,227,545 5.22 Add 1.23% 0.06 $47.33 $1,146,690,000 SEC
2016   Q1 23,933,513 5.30 Reduce 7.18% 0.44 $48.36 $1,157,425,000 SEC
2015   Q4 25,785,084 6.11 Reduce 14.04% 0.94 $54.36 $1,401,677,000 SEC
2015   Q3 29,997,125 6.67 Reduce 16.84% 1.25 $51.35 $1,540,352,000 SEC
2015   Q2 36,069,415 7.44 Reduce 3.92% 0.29 $56.24 $2,028,544,000 SEC
2015   Q1 37,539,086 7.28 Reduce 8.90% 0.68 $54.40 $2,042,126,000 SEC
2014   Q4 41,205,254 7.64 Reduce 8.90% 0.68 $54.82 $2,258,871,000 SEC
2014   Q3 45,230,614 7.63 Reduce 3.94% 0.30 $51.87 $2,346,066,000 SEC
2014   Q2 47,086,993 7.68 Reduce 7.78% 0.57 $52.56 $2,474,976,000 SEC
2014   Q1 51,060,078 7.27 Reduce 11.26% 0.74 $49.74 $2,539,728,000 SEC
2013   Q4 57,541,470 6.53 Reduce 2.36% 0.15 $45.40 $2,612,383,000 SEC
2013   Q3 58,932,056 6.46 Reduce 2.43% 0.16 $41.32 $2,435,073,000 SEC
2013   Q2 60,400,962 6.46 Reduce 28.88% 1.88 $41.27 $2,492,748,000 SEC
2012   Q2 84,927,707 6.50 Reduce 9.48% 0.71 $33.44 $2,839,983,000 SEC
2012   Q1 93,818,284 7.52 Reduce 8.43% 0.58 $34.14 $3,202,956,000 SEC
2011   Q4 102,459,101 6.90 Reduce 0.74% 0.05 $27.56 $2,823,772,000 SEC
2011   Q3 103,225,731 7.09 Add 12.80% 0.80 $24.12 $2,489,805,000 SEC
2011   Q2 91,509,472 5.50 Reduce 2.12% 0.13 $28.06 $2,567,756,000 SEC
2011   Q1 93,493,190 6.09 Reduce 0.19% 0.01 $31.71 $2,964,669,000 SEC
2010   Q4 93,675,565 5.99 Reduce 5.02% 0.09 $30.99 $2,903,006,000 SEC
2010   Q3 98,624,597 1.82 Buy 1.82 $4.84 $476,957,000 SEC
2010   Q2 0 0.00 Sell 100.00% 9.32 SEC
2010   Q1 96,411,484 9.32 Add 9,641,148,300.00% 9.32 $3,395,896,390.52 $327,403,410,520,673,000 SEC
2009   Q4 1 7.01 Reduce 100.00% 7.19 $2,823,386,000.00 $2,823,386,000 SEC
2009   Q3 99,418,341 7.19 Add 2.02% 0.14 $28.18 $2,801,609,000 SEC
2009   Q2 97,447,688 5.96 Reduce 0.98% 0.05 $24.26 $2,364,081,000 SEC
2009   Q1 98,417,049 4.86 Add 22.90% 0.91 $14.12 $1,389,966,000 SEC
2008   Q4 80,077,626 6.51 Add 42.83% 1.95 $29.42 $2,355,663,000 SEC
2008   Q3 56,065,347 4.12 Reduce 2.34% 0.06 $37.53 $2,104,132,000 SEC
2008   Q2 57,407,221 2.42 Reduce 8.45% 0.27 $23.75 $1,363,422,000 SEC
2008   Q1 62,706,739 3.19 Add 0.38% 0.01 $29.10 $1,824,766,000 SEC
2007   Q4 62,466,514 2.77 Reduce 0.88% 0.03 $30.19 $1,885,864,000 SEC
2007   Q3 63,018,040 3.35 Reduce 0.50% 0.02 $30.37 $1,913,924,000 SEC
2007   Q2 63,333,534 3.47 Reduce 0.13% <0.01 $35.17 $2,227,440,000 SEC
2007   Q1 63,413,605 3.56 Reduce 0.32% 0.01 $34.43 $2,183,330,000 SEC
2006   Q4 63,619,259 3.63 Reduce 0.01% <0.01 $35.56 $2,262,301,000 SEC
2006   Q3 63,625,688 4.23 Add 102.46% 2.14 $36.18 $2,301,977,000 SEC
2006   Q2 31,425,617 3.96 Reduce 0.13% <0.01 $67.08 $2,108,030,000 SEC
2006   Q1 31,465,025 4.05 Add 1.92% 0.08 $63.87 $2,009,671,000 SEC
2005   Q4 30,871,483 4.08 Add 0.78% 0.03 $62.83 $1,939,655,000 SEC
2005   Q3 30,632,802 3.99 Buy 3.99 $58.57 $1,794,163,000 SEC
2005   Q2 0 0.00 Sell 100.00% SEC
2005   Q1 31,359,615 0.00 Add 4,566.86% $59.80 $1,875,305,000 SEC
2004   Q4 671,964 8.69 Reduce 97.89% 0.62 $288,536,485,881.14 $193,886,131,198,633,000 SEC
2004   Q3 31,789,879 0.63 Add 4.31% 0.03 $58.20 $1,850,116,000 SEC
2004   Q2 30,477,666 0.92 Reduce 0.19% <0.01 $57.23 $1,744,237,000 SEC
2003   Q4 30,534,888 1.05 Add 1.56% 0.02 $58.62 $1,789,994,000 SEC
2003   Q3 30,065,110 3.11 Add 0.71% 0.02 $52.03 $1,564,388,000 SEC
2003   Q2 29,852,824 3.65 Reduce 3.21% 0.17 $266.00 $7,940,778,000 SEC
2003   Q1 30,844,256 5.14 Add 3.98% 0.20 $56.47 $1,741,699,000 SEC
2002   Q4 29,664,722 1.29 Add 1.43% 0.02 $46.87 $1,390,383,000 SEC
2002   Q3 29,245,817 6.38 Reduce 0.21% 0.06 $268.16 $7,842,551,000 SEC
2002   Q2 29,306,930 28.60 Add 0.95% 0.27 $5,006,001,287.30 $146,710,529,306,930,000 SEC
2002   Q1 29,031,941 0.99 Add 1.64% 0.02 $49.35 $1,432,857,000 SEC
2001   Q4 28,562,234 0.95 Add 6.86% 0.06 $43.47 $1,241,599,000 SEC
2001   Q3 26,728,539 3.23 Reduce 4.58% 0.36 $341.97 $9,140,243,000 SEC
2001   Q2 28,011,461 7.87 Add 6.21% 0.46 $464,289,528.18 $13,005,428,011,461,000 SEC
2001   Q1 26,372,936 8.73 Add 0.02% <0.01 $312.85 $8,250,847,000 SEC
2000   Q4 26,368,767 9.28 Buy 9.28 $5,563,776,772.33 $146,709,933,349,655,000 SEC
2000   Q3 0 0.00 Sell 100.00% 3.06 SEC
2000   Q2 25,558,598 3.06 Reduce 1.29% 0.01 $38.85 $993,049,000 SEC
2000   Q1 25,893,057 1.07 Reduce 8.30% 0.18 $40.75 $1,055,142,000 SEC
1999   Q4 28,236,138 2.21 Add 1.13% 0.02 $40.44 $1,141,799,000 SEC
1999   Q3 27,921,548 2.41 Add 0.41% <0.01 $39.62 $1,106,391,000 SEC
1999   Q2 27,807,682 8.90 Add 0.51% 0.05 $42.75 $1,188,778,000 SEC
1999   Q1 27,666,386 1.66 $35.06 $970,053,000 SEC