WFC β€” WELLS FARGO & CO

Ownership history in Crossmark Global Holdings, Inc.  Β·  34 quarters on record

AI Ownership Summary

Crossmark Global Holdings, Inc. reported WELLS FARGO & CO (WFC) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.74% in 2025 Q4. The latest visible filing shows WFC at 0.74% 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 Crossmark Global Holdings, Inc.'s position in WELLS FARGO & CO, 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 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% 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 Crossmark Global Holdings, Inc. held WFC β€” position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 551,206 +42,247 +8.3% 0.74% $51.4M 2026-02-14 (Est.) $86.98
2025 Q3 ADDED 508,959 +28,696 +6.0% 0.64% $42.7M 2025-11-12 $85.84
2025 Q2 ADDED 480,263 +7,613 +1.6% 0.62% $38.5M 2025-08-08 $77.06
2025 Q1 ADDED 472,650 +167,312 +54.8% 0.60% $33.9M 2025-04-30 $69.50
2024 Q4 REDUCED 305,338 -248,564 -44.9% 0.39% $21.4M 2025-01-16 $73.97
2024 Q3 ADDED 553,902 +42,705 +8.4% 0.56% $31.3M 2024-11-04 $61.68
2024 Q2 ADDED 511,197 +1,341 +0.3% 0.58% $30.4M 2024-07-29 $57.27
2024 Q1 REDUCED 509,856 -23,992 -4.5% 0.57% $29.6M 2024-05-13 $58.87
2023 Q4 REDUCED 533,848 -3,850 -0.7% 0.55% $26.3M 2024-02-13 $46.09
25 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WFC

As of 2026 Q1 β€” sorted by position size

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FAQ About Crossmark Global Holdings, 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 Crossmark Global Holdings, Inc. reported owning WFC?

Crossmark Global Holdings, Inc. reported WFC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WFC position in Crossmark Global Holdings, Inc.'s portfolio?

The largest reported portfolio weight for WFC was 0.74% in 2025 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2025 Q4, when Crossmark Global Holdings, Inc. reported 551,206 shares, equal to 0.74% of portfolio, with an estimated market value of $51.4M.

What does the chart on this WFC ownership page compare?

The chart compares Crossmark Global Holdings, 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.

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