WFC — Wells Fargo & Co (WFC)

Ownership history in Rede Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in Wells Fargo & Co (WFC) (WFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q3)
Avg. % of fund
0.16%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 2,390 — — 0.16% $200K $82.97
% of Fund (quarterly)    WFC price (monthly, adj. close)

Other funds also holding WFC

As of 2025 Q4 — sorted by position size

Latash Investments, LLC 3Y 7Y 86.8% DAILY JOURNAL CORP 3Y 7Y 47.6% AMERICAN ASSETS INC 3Y 7Y 47.21% Mount Capital Ltd 3Y 16.24% Theleme Partners LLP 3Y 7Y 12.01% RWWM, Inc. 3Y 7Y 11.32% Harbor Island Capital LLC 3Y 7Y 9.08% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 8.13% WILSEY ASSET MANAGEMENT INC 3Y 7Y 8.03% CNA FINANCIAL CORP 3Y 7Y 7.7%
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