SWS Partners WFC — WELLS FARGO BK N A

Ownership history in SWS Partners  ·  26 quarters on record

AI Ownership Summary

SWS Partners reported WELLS FARGO BK N A (WFC) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.2% in 2024 Q1. The latest visible filing shows WFC at 0.88% 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 SWS Partners's position in WELLS FARGO BK N A, 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 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% in 2024 Q1

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.

WFC stock page SWS Partners fund profile SWS Partners full holdings
How SWS Partners 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 44,813 -4,093 -8.4% 0.88% $3.6M 2026-04-21 $81.55
2025 Q4 ADDED — — — 48,906 +3,829 +8.5% 1.10% $4.6M 2026-01-16 $87.95
2025 Q3 ADDED — — — 45,077 +2,415 +5.7% 0.92% $3.8M 2025-10-16 $83.15
2025 Q2 REDUCED 6.6% +6.3% ❌ 42,662 -3,025 -6.6% 0.92% $3.4M 2025-07-17 $78.44
2025 Q1 REDUCED — — — 45,687 -1 -0.0% 0.97% $3.2M 2025-05-19 $74.85
2024 Q4 REDUCED — — — 45,688 -1,480 -3.1% 0.97% $3.2M 2025-02-06 $79.30
2024 Q3 REDUCED 29.5% +25.4% ❌ 47,168 -19,691 -29.5% 0.85% $2.7M 2024-10-15 $61.04
2024 Q2 REDUCED — — — 66,859 -2,648 -3.8% 1.18% $4.0M 2024-07-17 $58.54
2024 Q1 ADDED — — — 69,507 +3,231 +4.9% 1.20% $4.0M 2024-04-30 $56.68
2023 Q4 REDUCED 8.4% +17.9% ❌ 66,276 -6,041 -8.4% 1.06% $3.3M 2024-02-13 $46.09
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WFC

As of 2026 Q1 — sorted by position size

DAILY JOURNAL CORP 3Y 7Y 46.74% Spectrum Asset Management, Inc. (NB/CA) 3Y 7Y 10.49% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 8.03% WILSEY ASSET MANAGEMENT INC 3Y 7Y 6.42% R.H. Investment Group, LLC 4.58% Employees Provident Fund Board 4.48% Rempart Asset Management Inc. 3Y 4.45% Consilium Wealth Advisory, LLC 3Y 4.2% Western Financial Corp/CA 3Y 3.06% WOODWARD DIVERSIFIED CAPITAL, LLC 3Y 2.8%

FAQ About SWS Partners and WFC

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

How long has SWS Partners reported owning WFC?

SWS Partners reported WFC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WFC position in SWS Partners's portfolio?

The largest reported portfolio weight for WFC was 1.20% in 2024 Q1.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2026 Q1, when SWS Partners reported 44,813 shares, equal to 0.88% of portfolio, with an estimated market value of $3.6M.

What does the chart on this WFC ownership page compare?

The chart compares SWS Partners'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.

How well did SWS Partners time their WFC position?

Based on 13F filing dates vs. subsequent WFC price moves, SWS Partners correctly timed 10 out of 25 reported position changes (40%).

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