WELLS FARGO & COMPANY/MN TXS — TEXAS CAP TEX EQUITY INDEX E

Ownership history in WELLS FARGO & COMPANY/MN  ·  10 quarters on record

AI Ownership Summary

WELLS FARGO & COMPANY/MN reported TEXAS CAP TEX EQUITY INDEX E (TXS) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows TXS 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 TXS 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 TEXAS CAP TEX EQUITY INDEX E, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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.

TXS stock page WELLS FARGO & COMPANY/MN fund profile WELLS FARGO & COMPANY/MN full holdings
How WELLS FARGO & COMPANY/MN held TXS — position size vs. price
% of Fund (quarterly)    TXS 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 — — — — -1 -100.0% 0.00% $16 2026-05-11 $39.48
2025 Q4 UNCHANGED — — — 1 — 0% 0.00% $29 2026-02-13 $38.49
2025 Q3 UNCHANGED — — — 1 — 0% 0.00% $41 2025-11-13 $35.18
2025 Q2 UNCHANGED — — — 1 — 0% 0.00% $26 2025-08-14 $34.70
2025 Q1 UNCHANGED — — — 1 — 0% 0.00% $20 2025-05-13 $33.02
2024 Q4 UNCHANGED — — — 1 — 0% 0.00% $38 2025-02-13 $33.13
2024 Q3 UNCHANGED — — — 1 — 0% 0.00% $17 2024-11-13 $33.61
2024 Q2 ADDED — — — 1 +1 — 0.00% $27 2024-08-13 $28.93
2024 Q1 REDUCED 100.0% +2.9% ❌ — -1 -100.0% 0.00% $14 2024-05-10 $27.90
2023 Q4 INITIATED — — — 1 — — 0.00% $24 2024-02-09 $25.75

🏢 Other funds also holding TXS

As of 2026 Q1 — sorted by position size

Ankerstar Wealth, LLC 0.97% Astoria Portfolio Advisors LLC. 3Y 0.22% Texas Capital Bank Wealth Management Services Inc 3Y 0.07% U.S. Capital Wealth Advisors, LLC 3Y 0.02% Americana Partners, LLC 3Y 0.01% CWM, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% UBS Group AG 3Y 7Y 0.0% MORGAN STANLEY 3Y 7Y 0.0%

FAQ About WELLS FARGO & COMPANY/MN and TXS

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 TXS?

WELLS FARGO & COMPANY/MN reported TXS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for TXS was 0.00% in 2024 Q4.

What is the latest reported TXS position on this page?

The latest section of the table and chart shows the most recent reported TXS position for WELLS FARGO & COMPANY/MN.

What does the chart on this TXS ownership page compare?

The chart compares WELLS FARGO & COMPANY/MN's quarterly TXS 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 TXS position?

Based on 13F filing dates vs. subsequent TXS price moves, WELLS FARGO & COMPANY/MN correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TXS relative to SPY over the holding period was +0.5%.

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