AMI INVESTMENT MANAGEMENT INC WFC Wells Fargo & Co. Common Stock

Ownership history in AMI INVESTMENT MANAGEMENT INC  ·  46 quarters on record

AI Ownership Summary

AMI INVESTMENT MANAGEMENT INC reported Wells Fargo & Co. Common Stock (WFC) in 46 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.47% in 2026 Q1. The latest visible filing shows WFC at 0.47% 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 AMI INVESTMENT MANAGEMENT INC's position in Wells Fargo & Co. Common Stock, 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
2026 Q1

WFC was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 AMI INVESTMENT MANAGEMENT INC held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 26,013 -97,366 -78.9% 0.47% $2.1M 2026-04-15 $79.83
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AMI INVESTMENT MANAGEMENT INC and WFC

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

How long has AMI INVESTMENT MANAGEMENT INC reported owning WFC?

AMI INVESTMENT MANAGEMENT INC reported WFC across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported WFC position in AMI INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for WFC was 0.47% in 2026 Q1.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2026 Q1, when AMI INVESTMENT MANAGEMENT INC reported 26,013 shares, equal to 0.47% of portfolio, with an estimated market value of $2.1M.

What does the chart on this WFC ownership page compare?

The chart compares AMI INVESTMENT MANAGEMENT INC'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.

How well did AMI INVESTMENT MANAGEMENT INC time their WFC position?

Based on 13F filing dates vs. subsequent WFC price moves, AMI INVESTMENT MANAGEMENT INC correctly timed 20 out of 45 reported position changes (44%). The annualised alpha on WFC relative to SPY over the holding period was -9.5%.

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