Alpha Advisors, LLC/VA WFC WELLS FARGO CO NEW

Ownership history in Alpha Advisors, LLC/VA  ·  3 quarters on record

AI Ownership Summary

Alpha Advisors, LLC/VA reported WELLS FARGO CO NEW (WFC) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.46% in 2025 Q4. The latest visible filing shows WFC at 0.39% 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 WFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alpha Advisors, LLC/VA's position in WELLS FARGO CO NEW, 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

WFC was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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 Alpha Advisors, LLC/VA held WFC — position size vs. price
% of Fund (quarterly)    WFC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 6,236 -226 -3.5% 0.39% $496K 2026-05-14 $73.79
2025 Q4 ADDED 6,462 +276 +4.5% 0.46% $602K 2026-02-12 $85.80
2025 Q3 INITIATED 6,186 0.39% $518K 2025-11-12 $85.35

FAQ About Alpha Advisors, LLC/VA and WFC

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

How long has Alpha Advisors, LLC/VA reported owning WFC?

Alpha Advisors, LLC/VA reported WFC across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported WFC position in Alpha Advisors, LLC/VA's portfolio?

The largest reported portfolio weight for WFC was 0.46% in 2025 Q4.

What is the latest reported WFC position on this page?

The most recent filing on this page is 2026 Q1, when Alpha Advisors, LLC/VA reported 6,236 shares, equal to 0.39% of portfolio, with an estimated market value of $496K.

What does the chart on this WFC ownership page compare?

The chart compares Alpha Advisors, LLC/VA's quarterly WFC 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.

← Back to Alpha Advisors, LLC/VA Holdings