Davis Financial Fund WFC Holdings History

Number of Shares
1.31 Mil
Current Holdings Value*
$94.27 Mil
% of Portfolio
9.36%
Total Estimate Gain
$51.42 Mil
% of Total Estimate Gain
82.47%

Davis Financial Fund's Wells Fargo & Co Holding Summary

As of 2025-03-31, DAVIS SERIES INC held 1.31 Mil shares of Wells Fargo & Co(WFC), totaling $94.27 Mil. This investment constitutes 9.36% of their stock portfolio, and DAVIS SERIES INC now holds 0.04% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2019Q3. And since then Davis Financial Fund has made 1 purchases of WFC, at an average price of $45.39, for a total of 1.37 Mil shares. In addition, there have been 2 sales at an average price of $71.27 for 60,590.00 shares. Based on historical transaction data and WFC's current price of $83.36, Davis Financial Fund's estimated gain on his WFC holdings is $51.42 Mil, reflecting a 82.47% gain to date.

Davis Financial Fund WFC ($83.36) Holding Chart

Davis Financial Fund WFC ($83.36) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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