Gibraltar Capital Management, Inc. WFC WELLS FARGO CO NEW

Ownership history in Gibraltar Capital Management, Inc.  ·  30 quarters on record

AI Ownership Summary

Gibraltar Capital Management, Inc. reported WELLS FARGO CO NEW (WFC) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.76% in 2024 Q4. The latest visible filing shows WFC at 1.10% 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 Gibraltar Capital Management, Inc.'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 was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.76% in 2024 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 Gibraltar Capital Management, Inc. held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 80,551 -970 -1.2% 1.10% $6.4M 2026-04-13 $86.64
2025 Q4 REDUCED 81,521 -1,036 -1.3% 1.29% $7.6M 2026-02-02 $91.82
2025 Q3 REDUCED 82,557 -2,918 -3.4% 1.24% $6.9M 2025-10-28 $86.02
2025 Q2 REDUCED 5.3% +6.3% 85,475 -4,747 -5.3% 1.34% $6.8M 2025-08-05 $76.72
2025 Q1 REDUCED 25.6% +12.2% 90,222 -31,124 -25.6% 1.40% $6.5M 2025-04-30 $69.50
2024 Q4 ADDED 121,346 +24 +0.0% 3.76% $8.5M 2025-02-05 $77.96
2024 Q3 REDUCED 121,322 -1,405 -1.1% 3.08% $6.9M 2024-10-25 $62.49
2024 Q2 ADDED 122,727 +1,652 +1.4% 3.30% $7.3M 2024-08-02 $51.18
2024 Q1 REDUCED 22.6% +5.2% 121,075 -35,336 -22.6% 3.27% $7.0M 2024-05-07 $57.58
2023 Q4 ADDED 156,411 +13,424 +9.4% 3.28% $7.7M 2024-02-05 $46.53
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Gibraltar Capital Management, 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 Gibraltar Capital Management, Inc. reported owning WFC?

Gibraltar Capital Management, Inc. reported WFC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WFC position in Gibraltar Capital Management, Inc.'s portfolio?

The largest reported portfolio weight for WFC was 3.76% in 2024 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2026 Q1, when Gibraltar Capital Management, Inc. reported 80,551 shares, equal to 1.10% of portfolio, with an estimated market value of $6.4M.

What does the chart on this WFC ownership page compare?

The chart compares Gibraltar Capital Management, 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.

How well did Gibraltar Capital Management, Inc. time their WFC position?

Based on 13F filing dates vs. subsequent WFC price moves, Gibraltar Capital Management, Inc. correctly timed 19 out of 29 reported position changes (66%). The annualised alpha on WFC relative to SPY over the holding period was +10.6%.

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