WFC β€” WELLS FARGO CO NEW

Ownership history in SwitchPoint Financial Planning, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which SwitchPoint Financial Planning, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.42% (2025 Q1)
πŸ“Š Avg. % of fund
0.4%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

SwitchPoint Financial Planning, LLC Γ— WFC AI Analytics

πŸ“‰ SwitchPoint Financial Planning, LLC underperformed the S&P 500 by –2.9% annually on this WFC position. Average cost basis: $70.40. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-2.9%
annualised excess return

⚠️ Trailed SPY by 2.9% ann. on this position.
2 quarters analyzed

πŸ’° Entry Quality
$70.40
+17.9% vs current ($82.97)

Best entry: $70.26 (2025 Q1)  Β·  Worst: $82.97 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.38% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WFC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 6,281 +41 +0.7% 0.38% $526K $82.97
2025 Q2 ADDED 6,240 +44 +0.7% 0.41% $500K $78.85
2025 Q1 INITIATED 6,196 β€” β€” 0.42% $445K $70.26

🏒 Other funds also holding WFC

As of 2025 Q4 β€” 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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