TOTH FINANCIAL ADVISORY CORP WB Wachovia Corporation COM

Ownership history in TOTH FINANCIAL ADVISORY CORP  ·  10 quarters on record

AI Ownership Summary

TOTH FINANCIAL ADVISORY CORP reported Wachovia Corporation COM (WB) in 10 quarterly 13F filings from 2026 Q1 through 2026 Q2. The latest visible filing shows WB at 0.00% 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 WB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOTH FINANCIAL ADVISORY CORP's position in Wachovia Corporation 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 Q2

WB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 TOTH FINANCIAL ADVISORY CORP held WB — position size vs. price
% of Fund (quarterly)    WB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 70 0% 0.00% $2K 2026-07-14 $7.66
2026 Q1 REDUCED 99.6% -11.1% 70 -18,035 -99.6% 0.00% $2K 2026-04-16 $8.66
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOTH FINANCIAL ADVISORY CORP and WB

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

How long has TOTH FINANCIAL ADVISORY CORP reported owning WB?

TOTH FINANCIAL ADVISORY CORP reported WB across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported WB position in TOTH FINANCIAL ADVISORY CORP's portfolio?

The largest reported portfolio weight for WB was 0.00% in 2026 Q2.

What is the latest reported WB position on this page?

The most recent filing on this page is 2026 Q2, when TOTH FINANCIAL ADVISORY CORP reported 70 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this WB ownership page compare?

The chart compares TOTH FINANCIAL ADVISORY CORP's quarterly WB 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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