WFC β€” WELLS FARGO COY COM

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.

πŸ” Peak position
0.72% (2025 Q4)
πŸ“Š Avg. % of fund
0.1%
πŸ“… First filed
2008 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
78

Position Intelligence

MACQUARIE GROUP LTD Γ— WFC AI Analytics

πŸ“ˆ 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: –61.0%.

πŸ“ˆ Position Alpha vs SPY
+2.7%
annualised excess return

βœ… Outperformed SPY on this position by 2.7% ann.
77 quarters analyzed

⏱️ Timing Score
52%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
40 of 77 add/trim decisions correct

πŸ’° Entry Quality
$48.66
+90.6% vs current ($92.74)

Best entry: $14.91 (2008 Q2)  Β·  Worst: $92.74 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–61.0%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
54%
buy-side decisions

42 adds Β· 36 trims. Bought during 14 of 27 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ MACQUARIE GROUP LTD has been actively increasing its WFC allocation β€” a bullish signal from insiders.
Currently 0.72% of portfolio

⚠ 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.

% of Fund (quarterly)    WFC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,774,805 +1,772,705 +84414.5% 0.72% $165.4M $92.74
2025 Q4 REDUCED 2,100 -3,476,222 -99.9% 0.00% $196K $92.74
2025 Q3 ADDED 3,478,322 +1,750,694 +101.3% 0.34% $291.6M $82.97
2025 Q2 ADDED 1,727,628 +77,884 +4.7% 0.17% $138.4M $78.85
2025 Q1 ADDED 1,649,744 +154,613 +10.3% 0.14% $105.4M $70.26
2024 Q4 REDUCED 1,495,131 -231,659 -13.4% 0.12% $96.0M $68.41
2024 Q3 ADDED 1,726,790 +1,103,789 +177.2% 0.11% $97.5M $54.70
2024 Q2 ADDED 623,001 +7,279 +1.2% 0.04% $37.0M $57.08
2024 Q1 ADDED 615,722 +609,222 +9372.6% 0.04% $35.7M $55.38
2023 Q4 REDUCED 6,500 -638,414 -99.0% 0.00% $320K $46.70
68 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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