WFC WELLS FARGO CO NEW

Ownership history in Aft, Forsyth & Sober, LLC  ·  21 quarters on record

AI Ownership Summary

Aft, Forsyth & Sober, LLC reported WELLS FARGO CO NEW (WFC) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.45% in 2025 Q4. The latest visible filing shows WFC at 1.45% 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 Aft, Forsyth & Sober, LLC's position in WELLS FARGO CO NEW, 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 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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 Aft, Forsyth & Sober, LLC held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 51,200 0% 1.45% $4.8M 2026-02-14 (Est.) $86.98
2025 Q3 UNCHANGED 51,200 0% 1.33% $4.3M 2025-11-05 $86.07
2025 Q2 ADDED 51,200 +800 +1.6% 1.38% $4.1M 2025-08-14 $78.61
2025 Q1 ADDED 50,400 +400 +0.8% 1.26% $3.6M 2025-05-12 $73.69
2024 Q4 UNCHANGED 50,000 0% 1.14% $3.5M 2025-02-14 $78.28
2024 Q3 UNCHANGED 50,000 0% 0.93% $2.8M 2024-11-14 $70.90
2024 Q2 UNCHANGED 50,000 0% 1.02% $3.0M 2024-08-02 $51.18
2024 Q1 REDUCED 50,000 -1,500 -2.9% 1.02% $2.9M 2024-05-13 $58.87
2023 Q4 UNCHANGED 51,500 0% 0.98% $2.5M 2024-02-08 $46.20
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aft, Forsyth & Sober, 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 Aft, Forsyth & Sober, LLC reported owning WFC?

Aft, Forsyth & Sober, LLC reported WFC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WFC position in Aft, Forsyth & Sober, LLC's portfolio?

The largest reported portfolio weight for WFC was 1.45% in 2025 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2025 Q4, when Aft, Forsyth & Sober, LLC reported 51,200 shares, equal to 1.45% of portfolio, with an estimated market value of $4.8M.

What does the chart on this WFC ownership page compare?

The chart compares Aft, Forsyth & Sober, 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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