WFC β€” WELLS FARGO CO NEW

Ownership history in Hidden Cove Wealth Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Hidden Cove Wealth Management, LLC reported WELLS FARGO CO NEW (WFC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q4. The latest visible filing shows WFC at 0.34% 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.

What this WFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hidden Cove Wealth Management, 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 was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 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 Hidden Cove Wealth Management, LLC held WFC β€” position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 6,722 +491 +7.9% 0.34% $535K 2026-04-22 $80.58
2025 Q4 ADDED 6,231 +283 +4.8% 0.38% $581K 2026-02-02 $91.82
2025 Q3 ADDED 5,948 +119 +2.0% 0.33% $499K 2025-10-24 $85.54
2025 Q2 ADDED 5,829 +144 +2.5% 0.34% $467K 2025-07-15 $77.61
2025 Q1 ADDED 5,685 +131 +2.4% 0.32% $408K 2025-04-24 $68.08
2024 Q4 INITIATED 5,554 β€” β€” 0.32% $390K 2025-01-29 $76.33

FAQ About Hidden Cove Wealth Management, LLC and WFC

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

How long has Hidden Cove Wealth Management, LLC reported owning WFC?

Hidden Cove Wealth Management, LLC reported WFC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WFC position in Hidden Cove Wealth Management, LLC's portfolio?

The largest reported portfolio weight for WFC was 0.38% in 2025 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2026 Q1, when Hidden Cove Wealth Management, LLC reported 6,722 shares, equal to 0.34% of portfolio, with an estimated market value of $535K.

What does the chart on this WFC ownership page compare?

The chart compares Hidden Cove Wealth Management, LLC'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.

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