WFC β€” WELLS FARGO CO NEW

Ownership history in DCM Advisors, LLC  Β·  15 quarters on record

This page tracks every 13F SEC filing in which DCM Advisors, LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.53% (2025 Q4)
πŸ“Š Avg. % of fund
2.84%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
15

Position Intelligence

DCM Advisors, LLC Γ— WFC AI Analytics

πŸ“ˆ DCM Advisors, LLC outperformed the S&P 500 by +9.3% annually on this WFC position. Timing score: 42% (5/12 decisions correct). Average cost basis: $44.80. Maximum drawdown during holding period: –18.7%.

πŸ“ˆ Position Alpha vs SPY
+9.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 9.3% per year on this position.
14 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct

πŸ’° Entry Quality
$44.80
+107.0% vs current ($92.74)

Best entry: $39.83 (2023 Q2)  Β·  Worst: $78.85 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–18.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
46%
buy-side decisions

6 adds Β· 7 trims. Bought during 0 of 3 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ DCM Advisors, LLC has been actively increasing its WFC allocation β€” a bullish signal from insiders.
Currently 4.53% of portfolio

⚠ 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.

% of Fund (quarterly)    WFC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 117,203 -345 -0.3% 4.53% $10.9M $92.74
2025 Q3 REDUCED 117,548 -5,074 -4.1% 4.15% $9.9M $82.97
2025 Q2 ADDED 122,622 +11,338 +10.2% 4.21% $9.8M $78.85
2025 Q1 REDUCED 111,284 -5,677 -4.9% 4.23% $7.9M $70.26
2024 Q4 ADDED 116,961 +5,677 +5.1% 3.85% $8.2M $68.41
2024 Q3 UNCHANGED 111,284 β€” 0% 3.17% $6.3M $54.70
2024 Q2 REDUCED 111,284 -15,282 -12.1% 3.49% $6.6M $57.08
2024 Q1 REDUCED 126,566 -9,234 -6.8% 3.02% $7.3M $55.38
2023 Q4 UNCHANGED 135,800 β€” 0% 2.40% $6.7M $46.70
2023 Q3 REDUCED 135,800 -2,907 -2.1% 2.51% $5.5M $38.43
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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