Grove Bank & Trust WFC/PRL WELLS FARGO & COMPANY

Ownership history in Grove Bank & Trust  ·  9 quarters on record

AI Ownership Summary

Grove Bank & Trust reported WELLS FARGO & COMPANY (WFC/PRL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows WFC/PRL at 0.00% 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 Grove Bank & Trust's position in WELLS FARGO & COMPANY, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

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

Time in book
Holding Window
2024 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 Grove Bank & Trust held WFC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 25 0% 0.00% $29K 2026-07-07
2026 Q1 UNCHANGED 25 0% 0.00% $29K 2026-04-08
2025 Q4 UNCHANGED 25 0% 0.00% $30K 2026-01-08
2025 Q3 UNCHANGED 25 0% 0.00% $31K 2025-10-06
2025 Q2 UNCHANGED 25 0% 0.00% $29K 2025-07-11
2025 Q1 UNCHANGED 25 0% 0.00% $30K 2025-04-17
2024 Q4 UNCHANGED 25 0% 0.00% $30K 2025-01-16
2024 Q3 REDUCED 25 -20 -44.4% 0.00% $32K 2024-10-11
2024 Q1 INITIATED 45 0.01% $55K 2024-04-30

FAQ About Grove Bank & Trust 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 Grove Bank & Trust reported owning WFC/PRL?

Grove Bank & Trust reported WFC/PRL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WFC/PRL position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for WFC/PRL was 0.01% in 2024 Q1.

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

The most recent filing on this page is 2026 Q2, when Grove Bank & Trust reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $29K.

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

The chart compares Grove Bank & Trust'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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