Jefferies Group's WFC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 80,899 shares of Wells Fargo & Company (WFC) worth $6.78 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WFC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 476,965 shares. Largest reduction occurred in Q3 2025, reducing 504,606 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Wells Fargo & Company (WFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Wells Fargo & Company (WFC) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +61,363 | New Buy | 61,363 | $41.29 |
| Q1 2023 | +38,575 | Add 62.86% | 99,938 | $37.38 |
| Q2 2023 | -89,278 | Reduce 89.33% | 10,660 | $42.68 |
| Q3 2023 | +40,481 | Add 379.75% | 51,141 | $40.86 |
| Q4 2023 | -44,626 | Reduce 87.26% | 6,515 | $49.22 |
| Q1 2024 | +4,043 | Add 62.06% | 10,558 | $57.96 |
| Q2 2024 | +46,200 | Add 437.58% | 56,758 | $59.39 |
| Q3 2024 | -34,375 | Reduce 60.56% | 22,383 | $56.49 |
| Q4 2024 | +58,797 | Add 262.69% | 81,180 | $70.24 |
| Q1 2025 | +27,360 | Add 33.70% | 108,540 | $71.79 |
| Q2 2025 | +476,965 | Add 439.44% | 585,505 | $80.12 |
| Q3 2025 | -504,606 | Reduce 86.18% | 80,899 | $83.82 |
Jefferies Group's Wells Fargo & Company Investment FAQs
Jefferies Group first purchased Wells Fargo & Company (WFC) in Q4 2022, acquiring 61,363 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Wells Fargo & Company (WFC) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Wells Fargo & Company (WFC) was in Q2 2025, adding 585,505 shares worth $46.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 80,899 shares of Wells Fargo & Company (WFC), valued at approximately $6.78 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Wells Fargo & Company (WFC) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Wells Fargo & Company (WFC) was 585,505 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.