WFC β€” Wells Fargo & Co

Ownership history in ROSS\JOHNSON & Associates LLC  Β·  5 quarters on record

AI Ownership Summary

ROSS\JOHNSON & Associates LLC reported Wells Fargo & Co (WFC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2025 Q4. The latest visible filing shows WFC at 1.91% 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 ROSS\JOHNSON & Associates LLC's position in Wells Fargo & Co, 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 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% 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 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.

How ROSS\JOHNSON & Associates LLC held WFC β€” position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,104 +3 +0.3% 1.91% $103K 2026-02-14 (Est.) $86.98
2025 Q3 UNCHANGED 1,101 β€” 0% 1.74% $92K 2025-11-10 $85.68
2025 Q2 REDUCED 1,101 -25 -2.2% 1.82% $88K 2025-08-15 $76.32
2025 Q1 ADDED 1,126 +27 +2.5% 1.39% $81K 2025-05-16 $74.97
2024 Q4 INITIATED 1,099 β€” β€” 1.79% $77K 2025-02-14 $78.28

FAQ About ROSS\JOHNSON & Associates LLC and WFC

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

How long has ROSS\JOHNSON & Associates LLC reported owning WFC?

ROSS\JOHNSON & Associates LLC reported WFC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported WFC position in ROSS\JOHNSON & Associates LLC's portfolio?

The largest reported portfolio weight for WFC was 1.91% in 2025 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2025 Q4, when ROSS\JOHNSON & Associates LLC reported 1,104 shares, equal to 1.91% of portfolio, with an estimated market value of $103K.

What does the chart on this WFC ownership page compare?

The chart compares ROSS\JOHNSON & Associates LLC'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.

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