Aull & Monroe Investment Management Corp WFC/PRL — WELLS FARGO & CO NEW

Ownership history in Aull & Monroe Investment Management Corp  ·  34 quarters on record

AI Ownership Summary

Aull & Monroe Investment Management Corp reported WELLS FARGO & CO NEW (WFC/PRL) in 34 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.19% in 2025 Q3. The latest visible filing shows WFC/PRL at 0.17% 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 WFC/PRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aull & Monroe Investment Management Corp'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 Q3

WFC/PRL was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 Aull & Monroe Investment Management Corp held WFC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 354 — 0% 0.17% $382K 2026-10-16 —
2026 Q2 ADDED — — — 354 +17 +5.0% 0.17% $410K 2026-07-20 —
2026 Q1 ADDED — — — 337 +34 +11.2% 0.18% $389K 2026-04-21 —
2025 Q4 UNCHANGED — — — 303 — 0% 0.18% $367K 2026-01-09 —
2025 Q3 UNCHANGED — — — 303 — 0% 0.19% $374K 2025-11-13 —
2025 Q2 UNCHANGED — — — 303 — 0% 0.19% $356K 2025-07-29 —
2025 Q1 UNCHANGED — — — 303 — 0% 0.18% $364K 2025-05-14 —
2024 Q4 UNCHANGED — — — 303 — 0% 0.18% $362K 2025-02-07 —
2024 Q3 UNCHANGED — — — 303 — 0% 0.18% $389K 2024-11-01 —
2024 Q2 REDUCED — — — 303 -30 -9.0% 0.18% $360K 2024-07-22 —
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Aull & Monroe Investment Management Corp 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 Aull & Monroe Investment Management Corp reported owning WFC/PRL?

Aull & Monroe Investment Management Corp reported WFC/PRL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported WFC/PRL position in Aull & Monroe Investment Management Corp's portfolio?

The largest reported portfolio weight for WFC/PRL was 0.19% in 2025 Q3.

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

The most recent filing on this page is 2026 Q3, when Aull & Monroe Investment Management Corp reported 354 shares, equal to 0.17% of portfolio, with an estimated market value of $382K.

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

The chart compares Aull & Monroe Investment Management Corp'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.

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