WELLS FARGO & COMPANY/MN SOAR β€” VOLATO GROUP INC

Ownership history in WELLS FARGO & COMPANY/MN  Β·  4 quarters on record

AI Ownership Summary

WELLS FARGO & COMPANY/MN reported VOLATO GROUP INC (SOAR) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows SOAR 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.

What this SOAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WELLS FARGO & COMPANY/MN's position in VOLATO GROUP INC, 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
2025 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 WELLS FARGO & COMPANY/MN held SOAR β€” position size vs. price
% of Fund (quarterly)    SOAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 400 β€” 0% 0.00% $256 2026-02-13 $0.39
2025 Q3 UNCHANGED β€” β€” β€” 400 β€” 0% 0.00% $708 2025-11-13 $1.24
2025 Q2 UNCHANGED β€” β€” β€” 400 β€” 0% 0.00% $516 2025-08-14 $1.58
2025 Q1 INITIATED β€” β€” β€” 400 β€” β€” 0.00% $692 2025-05-13 $2.10

🏒 Other funds also holding SOAR

As of 2026 Q2 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About WELLS FARGO & COMPANY/MN and SOAR

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

How long has WELLS FARGO & COMPANY/MN reported owning SOAR?

WELLS FARGO & COMPANY/MN reported SOAR across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SOAR position in WELLS FARGO & COMPANY/MN's portfolio?

The largest reported portfolio weight for SOAR was 0.00% in 2025 Q1.

What is the latest reported SOAR position on this page?

The most recent filing on this page is 2025 Q4, when WELLS FARGO & COMPANY/MN reported 400 shares, equal to 0.00% of portfolio, with an estimated market value of $256.

What does the chart on this SOAR ownership page compare?

The chart compares WELLS FARGO & COMPANY/MN's quarterly SOAR 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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