Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  Wells Fargo (WFC)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 2.66 SEC
2018   Q2 341,577 2.66 Add 0.99% 0.03 $55.44 $18,937,000 SEC
2018   Q1 338,232 2.58 Add 1.28% 0.03 $52.41 $17,727,000 SEC
2017   Q4 333,964 3.02 Reduce 37.18% 1.74 $60.67 $20,262,000 SEC
2017   Q3 531,629 4.69 Add 1.53% 0.07 $55.15 $29,319,000 SEC
2017   Q2 523,628 5.15 Add 1.28% 0.07 $55.41 $29,014,000 SEC
2017   Q1 517,016 5.29 Add 0.52% 0.03 $55.66 $28,777,000 SEC
2016   Q4 514,327 5.33 Add 0.54% 0.03 $55.11 $28,345,000 SEC
2016   Q3 511,575 6.28 Add 3.85% 0.23 $44.28 $22,653,000 SEC
2016   Q2 492,604 6.79 Add 1.45% 0.10 $47.33 $23,315,000 SEC
2016   Q1 485,546 6.98 Reduce 15.86% 1.44 $48.36 $23,481,000 SEC
2015   Q4 577,053 9.09 Add 2.14% 0.19 $54.36 $31,369,000 SEC
2015   Q3 564,969 8.52 Reduce 10.96% 1.11 $51.35 $29,011,000 SEC
2015   Q2 634,507 10.14 Add 2.96% 0.29 $56.24 $35,685,000 SEC
2015   Q1 616,282 8.49 $54.40 $33,526,000 SEC