John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  Wells Fargo (WFC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 0.52 SEC
2021   Q2 2,152,827 0.52 Reduce 49.34% 0.46 $45.29 $97,502,000 SEC
2021   Q1 4,249,601 0.94 Buy 0.94 $39.07 $166,032,000 SEC
2015   Q3 0 0.00 Sell 100.00% 2.15 SEC
2015   Q2 2,804,033 2.15 Reduce 44.41% 1.81 $56.24 $157,699,000 SEC
2015   Q1 5,043,707 4.07 Reduce 9.22% 0.40 $54.40 $274,378,000 SEC
2014   Q4 5,555,693 4.37 Reduce 24.54% 1.34 $54.82 $304,563,000 SEC
2014   Q3 7,362,854 5.46 Reduce 15.19% 1.17 $51.87 $381,911,000 SEC
2014   Q2 8,681,204 7.72 Reduce 25.34% 2.27 $52.56 $456,284,000 SEC
2014   Q1 11,627,465 8.97 Add 166.78% 5.61 $49.74 $578,350,000 SEC
2013   Q4 4,358,493 2.98 Reduce 6.99% 0.25 $45.40 $197,876,000 SEC
2013   Q3 4,686,146 3.54 $41.32 $193,632,000 SEC