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
2024 Q4 REDUCED 4,769 -818 -14.6% 0.15% $335K $68.41
2024 Q3 REDUCED 5,587 -144 -2.5% 0.14% $316K $54.70
2024 Q2 REDUCED 5,731 -39,131 -87.2% 0.17% $340K $57.08
2024 Q1 REDUCED 44,862 -93,732 -67.6% 1.41% $2.6M $55.38
2023 Q4 ADDED 138,594 +68,356 +97.3% 1.95% $3.4M $46.70
2023 Q3 ADDED 70,238 +5,029 +7.7% 1.76% $2.9M $38.43
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% of Fund (quarterly)    WFC price (monthly, adj. close)
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