WFC WELLS FARGO & CO-NEW COM

Ownership history in ABNER HERRMAN & BROCK LLC  ·  89 quarters on record

AI Ownership Summary

ABNER HERRMAN & BROCK LLC reported WELLS FARGO & CO-NEW COM (WFC) in 89 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 2.64% in 2025 Q1. The latest visible filing shows WFC at 2.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABNER HERRMAN & BROCK LLC's position in WELLS FARGO & CO-NEW COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WFC was reported at 2.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABNER HERRMAN & BROCK LLC held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 260,091 +374 +0.1% 2.48% $24.2M 2026-02-14 (Est.) $86.98
2025 Q3 ADDED 259,717 +1,060 +0.4% 2.24% $21.8M 2025-10-14 $83.71
2025 Q2 REDUCED 258,657 -29,855 -10.3% 2.31% $20.7M 2025-07-07 $81.03
2025 Q1 ADDED 288,512 +5,388 +1.9% 2.64% $20.7M 2025-04-08 $60.76
2024 Q4 ADDED 283,124 +143,174 +102.3% 2.47% $19.9M 2025-01-24 $75.31
2024 Q3 ADDED 139,950 +68,600 +96.1% 0.95% $7.9M 2024-10-08 $55.49
2024 Q2 ADDED 71,350 +37,310 +109.6% 0.54% $4.2M 2024-07-18 $56.93
82 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ABNER HERRMAN & BROCK LLC and WFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABNER HERRMAN & BROCK LLC reported owning WFC?

ABNER HERRMAN & BROCK LLC reported WFC across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported WFC position in ABNER HERRMAN & BROCK LLC's portfolio?

The largest reported portfolio weight for WFC was 2.64% in 2025 Q1.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2025 Q4, when ABNER HERRMAN & BROCK LLC reported 260,091 shares, equal to 2.48% of portfolio, with an estimated market value of $24.2M.

What does the chart on this WFC ownership page compare?

The chart compares ABNER HERRMAN & BROCK LLC's quarterly WFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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