Ownership history in SWS Partners · 25 quarters on record
This page tracks every 13F SEC filing in which SWS Partners reported a position in WELLS FARGO BK N A (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 48,906 | +3,829 | +8.5% | 1.10% | $4.6M | $92.74 |
| 2025 Q3 | ADDED | 45,077 | +2,415 | +5.7% | 0.92% | $3.8M | $82.97 |
| 2025 Q2 | REDUCED | 42,662 | -3,025 | -6.6% | 0.92% | $3.4M | $78.85 |
| 2025 Q1 | REDUCED | 45,687 | -1 | -0.0% | 0.97% | $3.2M | $70.26 |
As of 2025 Q4 — sorted by position size