Back to WFC-PZ
DODGE & COX WFC-PZ Position History
WFC-PZ
Quarters held
11
Latest value
$2.6B
Q2 2026
Peak value
$6.7B
First seen
Q4 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2023 | $5.8B |
| Q1 2024 | $6.7B |
| Q2 2024 | $5.5B |
| Q3 2024 | $4.9B |
| Q4 2024 | $4.9B |
| Q1 2025 | $4.1B |
| Q2 2025 | $4.1B |
| Q3 2025 | $3.3B |
| Q4 2025 | $3B |
| Q1 2026 | $2.5B |
| Q2 2026 | $2.6B |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $2.6B | 31.33M | — | — |
| Q1 2026 | $2.5B | 31.17M | — | — |
| Q4 2025 | $3B | 32.31M | — | — |
| Q3 2025 | $3.3B | 38.89M | — | — |
| Q2 2025 | $4.1B | 50.75M | — | — |
| Q1 2025 | $4.1B | 57.63M | — | — |
| Q4 2024 | $4.9B | 70.45M | — | — |
| Q3 2024 | $4.9B | 86.95M | — | — |
| Q2 2024 | $5.5B | 92.28M | — | — |
| Q1 2024 | $6.7B | 115.18M | — | — |
| Q4 2023 | $5.8B | 117.25M | — | — |
Other funds holding WFC-PZ
$11.2B
$11.2B
$10.8B
$7.7B
$7.7B
$6.2B
$5.9B
Other DODGE & COX positions
JCI
$8.1BJohnson Controls International PLC
SCHW-PJ
$7.9BThe Charles Schwab Corp.
SCHW-PJ
$7.7BThe Charles Schwab Corp.
SCHW-PJ
$7.6BThe Charles Schwab Corp.
JCI
$7.5BJohnson Controls International PLC
JCI
$7.2BJohnson Controls International PLC
SCHW-PJ
$7.1BThe Charles Schwab Corp.
JCI
$7.1BJohnson Controls International PLC