WFC WELLS FARGO CO NEW

Ownership history in Applied Capital LLC/FL  ·  13 quarters on record

This page tracks every 13F SEC filing in which Applied Capital LLC/FL reported a position in WELLS FARGO CO NEW (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.83% (2025 Q2)
Avg. % of fund
1.53%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 31,184 0% 1.72% $2.9M $92.74
2025 Q3 REDUCED 31,184 -271 -0.9% 1.61% $2.6M $82.97
2025 Q2 ADDED 31,455 +15 +0.0% 1.83% $2.5M $78.85
2025 Q1 REDUCED 31,440 -160 -0.5% 1.77% $2.3M $70.26
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WFC price (monthly, adj. close)
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