WELLS FARGO & COMPANY/MN RFCI ALPS ETF TR

Ownership history in WELLS FARGO & COMPANY/MN  ·  19 quarters on record

AI Ownership Summary

WELLS FARGO & COMPANY/MN reported ALPS ETF TR (RFCI) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows RFCI 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 RFCI 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 ALPS ETF TR, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

How WELLS FARGO & COMPANY/MN held RFCI — position size vs. price
% of Fund (quarterly)    RFCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1 +1 0.00% $19 2026-05-11 $22.10
2025 Q4 UNCHANGED 0.00% $4 2026-02-13 $22.35
2025 Q3 UNCHANGED 0.00% $4 2025-11-13 $21.99
2025 Q2 REDUCED 100.0% +2.0% -1 -100.0% 0.00% $9 2025-08-14 $21.63
2025 Q1 REDUCED 99.5% +1.5% 1 -194 -99.5% 0.00% $14 2025-05-13 $21.03
2024 Q4 UNCHANGED 195 0% 0.00% $4K 2025-02-13 $20.91
2024 Q3 ADDED 195 +195 0.00% $4K 2024-11-13 $20.74
2024 Q2 UNCHANGED 0.00% $6 2024-08-13 $20.80
2024 Q1 UNCHANGED 0.00% $9 2024-05-10 $19.96
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RFCI

As of 2026 Q2 — sorted by position size

Prospera Financial Services Inc 3Y 7Y 0.06% GAMMA Investing LLC 0.0%

FAQ About WELLS FARGO & COMPANY/MN and RFCI

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 RFCI?

WELLS FARGO & COMPANY/MN reported RFCI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for RFCI was 0.00% in 2024 Q3.

What is the latest reported RFCI position on this page?

The most recent filing on this page is 2026 Q1, when WELLS FARGO & COMPANY/MN reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $19.

What does the chart on this RFCI ownership page compare?

The chart compares WELLS FARGO & COMPANY/MN's quarterly RFCI 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 WELLS FARGO & COMPANY/MN time their RFCI position?

Based on 13F filing dates vs. subsequent RFCI price moves, WELLS FARGO & COMPANY/MN correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on RFCI relative to SPY over the holding period was -10.8%.

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