WFC WELLS FARGO CO NEW

Ownership history in Griffith & Werner, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, Inc. 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.79% (2025 Q4)
Avg. % of fund
1.66%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,735 +472 +1.3% 1.79% $3.5M $92.74
2025 Q3 ADDED 37,263 +1,305 +3.6% 1.66% $3.2M $82.97
2025 Q1 ADDED 35,958 +2,111 +6.2% 1.61% $2.6M $70.26
2024 Q4 INITIATED 33,847 1.57% $2.4M $68.41
% of Fund (quarterly)    WFC price (monthly, adj. close)
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