Bruce G. Allen Investments, LLC WFC — WELLS FARGO CO NEW COM

Ownership history in Bruce G. Allen Investments, LLC  ·  10 quarters on record

AI Ownership Summary

Bruce G. Allen Investments, LLC reported WELLS FARGO CO NEW COM (WFC) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.3% in 2025 Q3. The latest visible filing shows WFC at 0.25% 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 Bruce G. Allen Investments, 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
2026 Q1

WFC was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q3

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

Time in book
Holding Window
2024 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.

WFC stock page Bruce G. Allen Investments, LLC fund profile Bruce G. Allen Investments, LLC full holdings
How Bruce G. Allen Investments, LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,837 +171 +3.7% 0.25% $385K 2026-05-08 $75.64
2025 Q4 REDUCED 6.6% -14.2% ✅ 4,666 -332 -6.6% 0.29% $435K 2026-02-10 $91.39
2025 Q3 ADDED — — — 4,998 +358 +7.7% 0.30% $419K 2025-10-30 $84.64
2025 Q2 ADDED — — — 4,640 +53 +1.2% 0.28% $372K 2025-07-09 $80.03
2025 Q1 REDUCED 11.3% +12.2% ❌ 4,587 -583 -11.3% 0.26% $329K 2025-04-14 $61.41
2024 Q4 REDUCED — — — 5,170 -219 -4.1% 0.29% $363K 2025-01-10 $67.75
2024 Q3 REDUCED — — — 5,389 -12 -0.2% 0.24% $304K 2024-10-08 $55.17
2024 Q2 ADDED — — — 5,401 +296 +5.8% 0.27% $321K 2024-07-12 $54.03
2024 Q1 REDUCED 12.0% +5.1% ❌ 5,105 -696 -12.0% 0.24% $296K 2024-04-10 $54.10
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WFC

As of 2026 Q2 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 6.36% Eldred Rock Partners, LLC 2.42% Peoples Bank/KS 1.96% Wynn Capital, LLC 1.92% Roxbury Financial LLC 1.89% St. Louis Financial Planners Asset Management, LLC 3Y 1.82% HF Advisory Group, LLC 3Y 1.56% Quad-Cities Investment Group, LLC 3Y 7Y 1.52% DMKC Advisory Services, LLC 1.43% ABNER HERRMAN & BROCK LLC 3Y 7Y 1.42%

FAQ About Bruce G. Allen Investments, 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 Bruce G. Allen Investments, LLC reported owning WFC?

Bruce G. Allen Investments, LLC reported WFC across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WFC position in Bruce G. Allen Investments, LLC's portfolio?

The largest reported portfolio weight for WFC was 0.30% in 2025 Q3.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2026 Q1, when Bruce G. Allen Investments, LLC reported 4,837 shares, equal to 0.25% of portfolio, with an estimated market value of $385K.

What does the chart on this WFC ownership page compare?

The chart compares Bruce G. Allen Investments, 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.

How well did Bruce G. Allen Investments, LLC time their WFC position?

Based on 13F filing dates vs. subsequent WFC price moves, Bruce G. Allen Investments, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on WFC relative to SPY over the holding period was +1.2%.

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