FOUNDERS CAPITAL MANAGEMENT, LLC WFC/PRL — Wells Fargo Ban

Ownership history in FOUNDERS CAPITAL MANAGEMENT, LLC  ·  47 quarters on record

AI Ownership Summary

FOUNDERS CAPITAL MANAGEMENT, LLC reported Wells Fargo Ban (WFC/PRL) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.28% in 2023 Q4. The latest visible filing shows WFC/PRL at 0.14% 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 FOUNDERS CAPITAL MANAGEMENT, LLC's position in Wells Fargo Ban, 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/PRL was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2023 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.

WFC/PRL stock page FOUNDERS CAPITAL MANAGEMENT, LLC fund profile FOUNDERS CAPITAL MANAGEMENT, LLC full holdings
How FOUNDERS CAPITAL MANAGEMENT, LLC 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 Q1 UNCHANGED — — — 741 — 0% 0.14% $856K 2026-04-23 —
2025 Q4 REDUCED — — — 741 -47 -6.0% 0.13% $898K 2026-01-23 —
2025 Q3 REDUCED — — — 788 -97 -11.0% 0.15% $973K 2025-10-10 —
2025 Q2 REDUCED — — — 885 -1 -0.1% 0.18% $1.0M 2025-07-14 —
2025 Q1 REDUCED — — — 886 -44 -4.7% 0.20% $1.1M 2025-04-15 —
2024 Q4 REDUCED — — — 930 -61 -6.2% 0.19% $1.1M 2025-01-24 —
2024 Q3 REDUCED — — — 991 -20 -2.0% 0.22% $1.3M 2024-10-15 —
2024 Q2 REDUCED — — — 1,011 -65 -6.0% 0.22% $1.2M 2024-07-17 —
2024 Q1 REDUCED — — — 1,076 -83 -7.2% 0.24% $1.3M 2024-04-22 —
2023 Q4 ADDED — — — 1,159 +26 +2.3% 0.28% $1.4M 2024-01-23 —
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WFC/PRL

As of 2026 Q1 — sorted by position size

STONEBRIDGE ADVISORS LLC 3Y 84.25% Penn Mutual Asset Management 3Y 7Y 35.5% Spectrum Asset Management, Inc. 3Y 7Y 7.93% Benson Investment Management Company, Inc. 3Y 7Y 6.31% PIER 88 INVESTMENT PARTNERS LLC 3Y 7Y 3.9% AEGON USA Investment Management, LLC 3Y 7Y 2.59% RB Capital Management, LLC 3Y 7Y 2.02% RATIONAL ADVISORS, INC. 3Y 7Y 1.98% NEW ENGLAND ASSET MANAGEMENT INC 3Y 7Y 1.95% Phraction Management LLC 3Y 1.54%

FAQ About FOUNDERS CAPITAL MANAGEMENT, 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 FOUNDERS CAPITAL MANAGEMENT, LLC reported owning WFC/PRL?

FOUNDERS CAPITAL MANAGEMENT, LLC reported WFC/PRL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WFC/PRL position in FOUNDERS CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for WFC/PRL was 0.28% in 2023 Q4.

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

The most recent filing on this page is 2026 Q1, when FOUNDERS CAPITAL MANAGEMENT, LLC reported 741 shares, equal to 0.14% of portfolio, with an estimated market value of $856K.

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

The chart compares FOUNDERS CAPITAL MANAGEMENT, 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.

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