Phoenix Financial Ltd. WFC — WELLS FARGO CO NEW

Ownership history in Phoenix Financial Ltd.  ·  25 quarters on record

AI Ownership Summary

Phoenix Financial Ltd. reported WELLS FARGO CO NEW (WFC) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.39% in 2025 Q2. The latest visible filing shows WFC at 1.05% 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 Phoenix Financial Ltd.'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 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2025 Q2

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.

WFC stock page Phoenix Financial Ltd. fund profile Phoenix Financial Ltd. full holdings
How Phoenix Financial Ltd. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 1,035,412 -8,660 -0.8% 1.05% $96.5M 2026-02-14 (Est.) $86.49
2025 Q3 REDUCED 20.4% +13.4% ❌ 1,044,072 -268,031 -20.4% 1.16% $87.5M 2025-11-03 $85.93
2025 Q2 ADDED — — — 1,312,103 +1,068,040 +437.6% 1.39% $105.1M 2025-07-30 $80.02
2025 Q1 REDUCED 17.9% +12.2% ❌ 244,063 -53,150 -17.9% 0.27% $17.5M 2025-05-07 $71.22
2024 Q4 REDUCED 8.7% +2.7% ❌ 297,213 -28,437 -8.7% 0.28% $20.9M 2025-02-13 $76.74
2024 Q3 ADDED — — — 325,650 +111,211 +51.9% 0.27% $18.4M 2024-11-05 $61.69
2024 Q2 REDUCED — — — 214,439 -8,832 -4.0% 0.19% $12.7M 2024-08-12 $50.13
2024 Q1 ADDED — — — 223,271 +87,887 +64.9% 0.18% $12.9M 2024-05-15 $59.57
2023 Q4 ADDED — — — 135,384 +122,984 +991.8% 0.12% $7.2M 2024-02-14 $46.11
2023 Q4 REDUCED 72.0% +17.9% ❌ 12,400 -31,848 -72.0% 0.00% $610 2024-02-14 $46.11
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WFC

As of 2026 Q1 — sorted by position size

DAILY JOURNAL CORP 3Y 7Y 46.74% Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 10.49% RWWM, Inc. 3Y 7Y 10.0% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 8.03% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 7.15% WILSEY ASSET MANAGEMENT INC 3Y 7Y 6.42% R.H. Investment Group, LLC 4.58% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 4.52% Employees Provident Fund Board 4.48% Rempart Asset Management Inc. 3Y 4.45%

FAQ About Phoenix Financial Ltd. and WFC

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

How long has Phoenix Financial Ltd. reported owning WFC?

Phoenix Financial Ltd. reported WFC across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WFC position in Phoenix Financial Ltd.'s portfolio?

The largest reported portfolio weight for WFC was 1.39% in 2025 Q2.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2025 Q4, when Phoenix Financial Ltd. reported 1,035,412 shares, equal to 1.05% of portfolio, with an estimated market value of $96.5M.

What does the chart on this WFC ownership page compare?

The chart compares Phoenix Financial Ltd.'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 Phoenix Financial Ltd. time their WFC position?

Based on 13F filing dates vs. subsequent WFC price moves, Phoenix Financial Ltd. correctly timed 12 out of 23 reported position changes (52%).

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