SEC 13F Intelligence

Western Financial Corp / WFC

Western Financial Corp’s Wells Fargo & Co Position

Does Western Financial Corp own Wells Fargo & Co (WFC)? Yes — 91.5K shares worth $4M (+2.57% of its 13F portfolio) as of Q3 2022.

Position Value
$4M
Q3 2022
Shares
91.5K
% of Portfolio
+2.57%
Quarters Held
8
currently held

Position History WFC

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ2 ’21Q3 ’21: $4MQ3 ’21Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202291.5K$4M+2.57%
Q2 202291.5K$4M+2.55%
Q1 202291.5K$4M+2.58%
Q4 202191.5K$4M+2.30%
Q3 202191.7K$4M+2.52%
Q2 202191.7K$4M+2.25%
Q1 202191.7K$4M+2.19%
Q4 202092.7K$3M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Western Financial Corp’s full portfolio or all institutional holders of WFC.