Tweedy Browne add Wells Fargo & Co
Tweedy Browne add $48.7M of disclosed value in Wells Fargo & Co.
Signal
Investor Move
Action
Add
Capital
$48.7M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Sep 30, 2025
Total Changes
101
New
10
Reduced/Sold
23
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| 462222100 | IONIS PHARMACEUTICALS INC. | Increased | $189.8M | 0.07% |
| N20944109 | CNH INDUSTRIAL NV | Reduced | $144.1M | 0.02% |
| 191241108 | COCA COLA FEMSA | Reduced | $100.2M | 0.02% |
| JNJ | Johnson & Johnson | Increased | $44.9M | 0.01% |
| 52800109 | AUTOLIV INC. | Increased | $53.4M | 0% |
| BRK-A | Berkshire Hathaway Inc. | Reduced | $108.6M | 0% |
| AZO | AutoZone, Inc. | Increased | $25M | 0% |
| 302491303 | FMC CORP. | Reduced | $7.5M | 0% |
| 23586506 | U-HAUL HOLDING CO - NON VOTING | Reduced | $23.6M | 0% |
| BNY | Bank of New York Mellon Corp | Increased | $15.1M | 0% |
| 81211K100 | SEALED AIR CORPORATION | Increased | $18M | 0% |
| 861896108 | STONEX GROUP, INC. | New | $2M | 0% |
| BAC | Bank of America Corporation | Increased | $19.7M | 0% |
| TFC | Truist Financial Corporation | Increased | $26.3M | 0% |
| 76118Y104 | RESIDEO TECHNOLOGIES | Increased | $1.7M | 0% |
| VRTX | Vertex Pharmaceuticals Incorporated | Reduced | $15.3M | 0% |
| 4.0416E+107 | HCI GROUP INC | Increased | $1.8M | 0% |
| 25243Q205 | DIAGEO P L C - ADR | Reduced | $12.1M | 0% |
| 29415F104 | ENVISTA HOLDINGS CORP | Increased | $29.6M | 0% |
| PNC | The PNC Financial Services Group, Inc. | New | $1M | 0% |