OSTERWEIS CAPITAL MANAGEMENT INC

Position in WFC — Wells Fargo & Company/Mn

CIK 1007524 SAN FRANCISCO, CA

Position in WFC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$147,347

-$195,533 QoQ

Shares Held

1,783

-58.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,557

of 2,858 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $53,582,978 across 5 Banks - Diversified names. WFC ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	140,002	$45,826,854
2	BAC	Bank Of America Corp /De/	128,256	$7,308,026
3	C	Citigroup Inc	1,314	$183,907
4	WFC	Wells Fargo & Company/Mn This page	1,783	$147,347
5	BNY	Bank of New York Mellon Corp	808	$116,844

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,347	1,783	-58.6%	Shares	Sole	2026-08-14
2026-03-31	$342,880	4,307	0.0%	Shares	Sole	2026-05-15
2025-12-31	$401,412	4,307	0.0%	Shares	Sole	2026-02-17
2025-09-30	$361,012	4,307	-3.4%	Shares	Sole	2025-11-14
2025-06-30	$357,094	4,457	+123.6%	Shares	Sole	2025-08-14
2025-03-31	$143,077	1,993	-27.6%	Shares	Sole	2025-06-05
2024-12-31	$193,370	2,753	-28.3%	Shares	Sole	2025-06-05
2024-09-30	$216,978	3,841	-7.2%	Shares	Sole	2024-11-14
2024-06-30	$245,933	4,141	0.0%	Shares	Sole	2024-08-14
2024-03-31	$240,012	4,141	-70.2%	Shares	Sole	2024-05-15
2023-12-31	$683,961	13,896	0.0%	Shares	Sole	2024-02-14
2023-09-30	$567,790	13,896	0.0%	Shares	Sole	2023-11-14
2023-06-30	$593,081	13,896	0.0%	Shares	Sole	2023-08-14
2023-03-31	$519,432	13,896	0.0%	Shares	Sole	2023-05-15
2022-12-31	$573,765	13,896	0.0%	Shares	Sole	2023-02-14
2022-09-30	$558,897	13,896	0.0%	Shares	Sole	2022-11-14
2022-06-30	$544,306	13,896	0.0%	Shares	Sole	2022-08-15
2022-03-31	$673,400	13,896	0.0%	Shares	Other	2022-05-16
2021-12-31	$666,730	13,896	0.0%	Shares	Other	2022-02-14
2021-09-30	$644,913	13,896	+42.5%	Shares	Other	2021-11-15
2021-06-30	$441,803	9,755	0.0%	Shares	Other	2021-08-16
2021-03-31	$381,127	9,755	0.0%	Shares	Other	2021-05-14
2020-12-31	$294,405	9,755	0.0%	Shares	Other	2021-02-12
2020-09-30	$229,340	9,755	0.0%	Shares	Other	2020-11-13
2020-06-30	$249,728	9,755	-0.6%	Shares	Other	2020-08-14
2020-03-31	$281,661	9,814	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.