Ownership history in MACQUARIE GROUP LTD Β· 78 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in WELLS FARGO COY COM (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACQUARIE GROUP LTD outperformed the S&P 500 by +2.7% annually on this WFC position. Timing score: 52% (40/77 decisions correct). Average cost basis: $48.66. Maximum drawdown during holding period: β61.0%.
β
Outperformed SPY on this position by 2.7% ann.
77 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
40 of 77 add/trim decisions correct
Best entry: $14.91 (2008 Q2) Β· Worst: $92.74 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
42 adds Β· 36 trims. Bought during 14 of 27 down-price quarters. π More buys than sells across the holding period.
π MACQUARIE GROUP LTD has been actively increasing its WFC allocation β a bullish signal from insiders.
Currently 0.72% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size