Ownership history in Crossmark Global Holdings, Inc. Β· 34 quarters on record
This page tracks every 13F SEC filing in which Crossmark Global Holdings, Inc. reported a position in WELLS FARGO & CO (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Crossmark Global Holdings, Inc. outperformed the S&P 500 by +18.2% annually on this WFC position. Timing score: 45% (14/31 decisions correct). Average cost basis: $50.53. Maximum drawdown during holding period: β57.0%.
π₯ Exceptional β beat the S&P 500 by 18.2% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 31 add/trim decisions correct
Best entry: $20.76 (2020 Q3) Β· Worst: $92.74 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 13 trims. Bought during 6 of 11 down-price quarters. π More buys than sells across the holding period.
π Crossmark Global Holdings, Inc. has been actively increasing its WFC allocation β a bullish signal from insiders.
Currently 0.74% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size