WFC OWells Fargo Company COM

Ownership history in LORD, ABBETT & CO. LLC  ·  105 quarters on record

AI Ownership Summary

LORD, ABBETT & CO. LLC reported OWells Fargo Company COM (WFC) in 105 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.23% in 2025 Q4. The latest visible filing shows WFC at 1.23% 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 LORD, ABBETT & CO. LLC's position in OWells Fargo Company COM, 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
2025 Q4

WFC was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% 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
2023 Q4 to 2025 Q4

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 LORD, ABBETT & CO. LLC held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,302,171 -58,236 -1.3% 1.23% $401.0M 2026-02-14 (Est.) $86.98
2025 Q3 ADDED 4,360,407 +7,234 +0.2% 1.09% $365.5M 2025-11-13 $84.29
2025 Q2 ADDED 4,353,173 +1,403,684 +47.6% 1.12% $348.8M 2025-08-14 $78.61
2025 Q1 ADDED 2,949,489 +30,375 +1.0% 0.75% $211.7M 2025-05-13 $74.78
2024 Q4 ADDED 2,919,114 +189,268 +6.9% 0.65% $205.0M 2025-02-14 $78.28
2024 Q3 REDUCED 2,729,846 -58,320 -2.1% 0.50% $154.2M 2024-11-14 $70.90
2024 Q2 ADDED 2,788,166 +5,636 +0.2% 0.55% $165.6M 2024-08-14 $51.96
2024 Q1 ADDED 2,782,530 +1,567,625 +129.0% 0.53% $161.3M 2024-05-09 $58.89
2023 Q4 REDUCED 1,214,905 -75,306 -5.8% 0.21% $59.8M 2024-02-12 $46.74
96 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LORD, ABBETT & CO. 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 LORD, ABBETT & CO. LLC reported owning WFC?

LORD, ABBETT & CO. LLC reported WFC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WFC position in LORD, ABBETT & CO. LLC's portfolio?

The largest reported portfolio weight for WFC was 1.23% in 2025 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2025 Q4, when LORD, ABBETT & CO. LLC reported 4,302,171 shares, equal to 1.23% of portfolio, with an estimated market value of $401.0M.

What does the chart on this WFC ownership page compare?

The chart compares LORD, ABBETT & CO. 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.

← Back to LORD, ABBETT & CO. LLC Holdings