M&G Plc WFC WELLS FARGO CO NEW

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported WELLS FARGO CO NEW (WFC) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.66% in 2025 Q4. The latest visible filing shows WFC at 1.66% 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 M&G Plc'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
2025 Q4

WFC was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.66% 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 Q1 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 M&G Plc held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 3,464,877 +518,600 +17.6% 1.66% $322.2M 2026-02-14 (Est.) $86.49
2025 Q3 ADDED 2,946,277 +2,245,307 +320.3% 1.32% $247.5M 2025-11-07 $85.13
2025 Q2 ADDED 700,970 +173,886 +33.0% 0.31% $56.1M 2025-08-08 $76.63
2025 Q1 REDUCED 10.1% +12.2% 527,084 -59,515 -10.1% 0.18% $38.0M 2025-05-13 $74.36
2024 Q4 REDUCED 22.4% +2.7% 586,599 -169,331 -22.4% 0.25% $41.1M 2025-02-11 $77.50
2024 Q3 ADDED 755,930 +182,274 +31.8% 0.15% $42.3M 2024-10-31 $62.51
2024 Q2 REDUCED 9.0% -4.2% 573,656 -57,051 -9.0% 0.13% $33.8M 2024-07-16 $57.56
2024 Q1 INITIATED 630,707 0.14% $36.6M 2024-05-10 $59.14

FAQ About M&G Plc and WFC

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

How long has M&G Plc reported owning WFC?

M&G Plc reported WFC across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported WFC position in M&G Plc's portfolio?

The largest reported portfolio weight for WFC was 1.66% in 2025 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 3,464,877 shares, equal to 1.66% of portfolio, with an estimated market value of $322.2M.

What does the chart on this WFC ownership page compare?

The chart compares M&G Plc'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.

How well did M&G Plc time their WFC position?

Based on 13F filing dates vs. subsequent WFC price moves, M&G Plc correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on WFC relative to SPY over the holding period was +5.2%.

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