Ownership history in Flagstone Financial Management Β· 13 quarters on record
This page tracks every 13F SEC filing in which Flagstone Financial Management 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.
π Flagstone Financial Management outperformed the S&P 500 by +18.2% annually on this WFC position. Timing score: 50% (5/10 decisions correct). Average cost basis: $65.52. Maximum drawdown during holding period: β4.2%.
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.
5 of 10 add/trim decisions correct
Best entry: $34.61 (2023 Q1) Β· Worst: $92.74 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 5 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.28% 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