Apella Capital, LLC WFC/PRL β€” WELLS FARGO & CO

Ownership history in Apella Capital, LLC  Β·  2 quarters on record

AI Ownership Summary

Apella Capital, LLC reported WELLS FARGO & CO (WFC/PRL) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows WFC/PRL at 0.02% 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/PRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in WELLS FARGO & CO, 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 Q2

WFC/PRL was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Apella Capital, LLC held WFC/PRL β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 1,219 -12 -1.0% 0.02% $1.4M 2026-07-08 β€”
2026 Q1 INITIATED β€” β€” β€” 1,231 β€” β€” 0.02% $1.5M 2026-04-20 β€”

FAQ About Apella Capital, LLC and WFC/PRL

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

How long has Apella Capital, LLC reported owning WFC/PRL?

Apella Capital, LLC reported WFC/PRL across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported WFC/PRL position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for WFC/PRL was 0.02% in 2026 Q1.

What is the latest reported WFC/PRL position on this page?

The most recent filing on this page is 2026 Q2, when Apella Capital, LLC reported 1,219 shares, equal to 0.02% of portfolio, with an estimated market value of $1.4M.

What does the chart on this WFC/PRL ownership page compare?

The chart compares Apella Capital, LLC's quarterly WFC/PRL 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 Apella Capital, LLC Holdings