WFC WELLS FARGO & CO (WFC) COM

Ownership history in ST GERMAIN D J CO INC  ·  75 quarters on record

AI Ownership Summary

ST GERMAIN D J CO INC reported WELLS FARGO & CO (WFC) COM (WFC) in 75 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.21% in 2025 Q4. The latest visible filing shows WFC at 1.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ST GERMAIN D J CO INC's position in WELLS FARGO & CO (WFC) COM, 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
2026 Q1

WFC was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.21% 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
2023 Q4 to 2026 Q1

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 ST GERMAIN D J CO INC held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 342,569 +8,330 +2.5% 1.08% $27.3M 2026-04-13 $86.64
2025 Q4 REDUCED 334,239 -3,050 -0.9% 1.21% $31.2M 2026-01-29 $90.20
2025 Q3 REDUCED 337,289 -5,212 -1.5% 1.13% $28.3M 2025-10-07 $80.32
2025 Q2 ADDED 342,501 +18,413 +5.7% 1.18% $27.4M 2025-07-16 $78.64
2025 Q1 ADDED 324,088 +13,014 +4.2% 1.09% $23.3M 2025-04-09 $64.92
2024 Q4 ADDED 311,074 +541 +0.2% 0.99% $21.8M 2025-01-10 $68.14
2024 Q3 ADDED 310,533 +10,887 +3.6% 0.81% $17.5M 2024-10-18 $62.32
2024 Q2 REDUCED 299,646 -1,974 -0.7% 0.86% $17.8M 2024-07-08 $56.71
2024 Q1 ADDED 301,620 +121 +0.0% 0.85% $17.5M 2024-04-02 $54.80
2023 Q4 ADDED 301,499 +6,114 +2.1% 0.77% $14.8M 2024-01-02 $46.81
65 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ST GERMAIN D J CO INC and WFC

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

How long has ST GERMAIN D J CO INC reported owning WFC?

ST GERMAIN D J CO INC reported WFC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WFC position in ST GERMAIN D J CO INC's portfolio?

The largest reported portfolio weight for WFC was 1.21% in 2025 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2026 Q1, when ST GERMAIN D J CO INC reported 342,569 shares, equal to 1.08% of portfolio, with an estimated market value of $27.3M.

What does the chart on this WFC ownership page compare?

The chart compares ST GERMAIN D J CO INC'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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