WFC — WELLS FARGO CO NEW

Ownership history in Slagle Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Slagle Financial, LLC 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
1.95% (2023 Q4)
Avg. % of fund
1.13%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 53,683 +2,071 +4.0% 1.75% $5.0M $92.74
2025 Q3 ADDED 51,612 +704 +1.4% 1.59% $4.3M $82.97
2025 Q2 ADDED 50,908 +46,787 +1135.3% 1.64% $4.1M $78.85
2025 Q1 REDUCED 4,121 -648 -13.6% 0.13% $296K $70.26
7 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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