WFC
Moving with the market
- WFC +0.83% on the last session vs SPY +0.10%: +0.7 pts of stock-specific move.
- Reported 3Q2026 Oct 13 before the open: EPS $1.87 vs $1.86 expected (beat, +$0.01, +0.8%); revenue $21.9B (-2.0% miss). The stock moved -3.1% on Tue's session (-3.1 pts vs SPY).
- Aftermath, earnings beat (Oct 13): After its 18 earnings beats in the past 5 years, WFC was higher a day later 14 times out of 18; half the outcomes fell between +0.2% and +2.1%. History, not a forecast.
- 3 analyst actions in the past 10 days (1 positive, 2 negative); latest: Morgan Stanley upgraded to Overweight, target $102.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 3, 2026 | Michael Rulli | House | Sell | $1K–$15K | Oct 2 |
| Sep 1, 2026 | A. Mitchell McConnell, Jr. | Senate | Buy | $15K–$50K | Sep 21 |
| Jun 1, 2026 | A. Mitchell McConnell, Jr. | Senate | Buy | $1K–$15K | Jun 30 |
| Apr 23, 2026 | Lloyd K. Smucker | House | Sell | $15K–$50K | Apr 30 |
| Mar 27, 2026 | Alan Armstrong | Senate | Buy | $1K–$15K | Jul 21 |
| Mar 13, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Apr 7 |
| Mar 1, 2026 | A. Mitchell McConnell, Jr. | Senate | Buy | $1K–$15K | Mar 19 |
| Dec 17, 2025 | John Boozman | Senate | Buy | $1K–$15K | Jan 13 |
| Dec 1, 2025 | A. Mitchell McConnell, Jr. | Senate | Buy | $1K–$15K | Dec 19 |
| Nov 18, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Dec 15 |
| Nov 13, 2025 | Julie Johnson | House | Sell | $1K–$15K | Dec 11 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Bridgewater (Ray Dalio's firm) | 1,145,854 | $94.7M | 0.39% | +22% | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Bridgewater (Ray Dalio's firm) | Added | 13F, Q2 2026 | 203,274 | $16.8M | 0.4% | Aug 14 |
| Feb 13, 2026 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q4 2025 | 1,393,669 | $129.9M | 0.4% | Feb 13 |
| Nov 13, 2025 | Bridgewater (Ray Dalio's firm) | Trimmed | 13F, Q3 2025 | 1,013,639 | $85M | 0.8% | Nov 13 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves