WFC — WELLS FARGO CO NEW

Ownership history in Semmax Financial Advisors Inc.  ·  24 quarters on record

This page tracks every 13F SEC filing in which Semmax Financial Advisors Inc. reported a position in WELLS FARGO CO NEW (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
2.39% (2019 Q4)
Avg. % of fund
1.64%
First filed
2018 Q4
Last filed
2025 Q2
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 81,727 -2,415 -2.9% 1.65% $6.4M $78.85
2025 Q1 REDUCED 84,142 -8,977 -9.6% 1.65% $6.1M $70.26
2024 Q3 ADDED 93,119 +10,459 +12.7% 1.87% $6.8M $54.70
2024 Q2 ADDED 82,660 +4,416 +5.6% 1.32% $4.4M $57.08
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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