Galvin, Gaustad & Stein, LLC WFC/PRL WELLS FARGO CO NEW

Ownership history in Galvin, Gaustad & Stein, LLC  ·  18 quarters on record

AI Ownership Summary

Galvin, Gaustad & Stein, LLC reported WELLS FARGO CO NEW (WFC/PRL) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.38% in 2023 Q4. The latest visible filing shows WFC/PRL at 1.20% 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/PRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Galvin, Gaustad & Stein, LLC's position in WELLS FARGO CO NEW, 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/PRL was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2023 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 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.

How Galvin, Gaustad & Stein, LLC held WFC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,990 -804 -5.8% 1.20% $15.0M 2026-05-14
2025 Q4 ADDED 13,794 +359 +2.7% 1.30% $16.7M 2026-01-23
2025 Q3 ADDED 13,435 +1,205 +9.9% 1.35% $16.6M 2025-10-22
2025 Q2 REDUCED 12,230 -199 -1.6% 1.24% $14.4M 2025-07-24
2025 Q1 ADDED 12,429 +108 +0.9% 1.33% $14.9M 2025-05-07
2024 Q4 ADDED 12,321 +374 +3.1% 1.32% $14.7M 2025-01-17
2024 Q3 ADDED 11,947 +169 +1.4% 1.37% $15.3M 2024-11-01
2024 Q2 ADDED 11,778 +161 +1.4% 1.30% $14.0M 2024-07-17
2024 Q1 REDUCED 11,617 -761 -6.1% 1.30% $14.2M 2024-04-15
2023 Q4 REDUCED 12,378 -379 -3.0% 1.38% $14.8M 2024-01-11
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Galvin, Gaustad & Stein, LLC and WFC/PRL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Galvin, Gaustad & Stein, LLC reported owning WFC/PRL?

Galvin, Gaustad & Stein, LLC reported WFC/PRL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WFC/PRL position in Galvin, Gaustad & Stein, LLC's portfolio?

The largest reported portfolio weight for WFC/PRL was 1.38% in 2023 Q4.

What is the latest reported WFC/PRL position on this page?

The most recent filing on this page is 2026 Q1, when Galvin, Gaustad & Stein, LLC reported 12,990 shares, equal to 1.20% of portfolio, with an estimated market value of $15.0M.

What does the chart on this WFC/PRL ownership page compare?

The chart compares Galvin, Gaustad & Stein, LLC's quarterly WFC/PRL 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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