ICON ADVISERS INC/CO WFC/PRL WFC 7 1/2 12/31/49 Pfd PFD

Ownership history in ICON ADVISERS INC/CO  ·  35 quarters on record

AI Ownership Summary

ICON ADVISERS INC/CO reported WFC 7 1/2 12/31/49 Pfd PFD (WFC/PRL) in 35 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.17% in 2026 Q2. The latest visible filing shows WFC/PRL at 1.17% 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 ICON ADVISERS INC/CO's position in WFC 7 1/2 12/31/49 Pfd PFD, 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 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.17% in 2026 Q2

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 ICON ADVISERS INC/CO held WFC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 5,383 +3,476 +182.3% 1.17% $6.2M 2026-08-13
2025 Q4 ADDED 1,907 +448 +30.7% 0.50% $2.3M 2026-02-13
2025 Q3 ADDED 1,459 +347 +31.2% 0.00% $36K 2025-11-12
2025 Q2 REDUCED 1,112 -1,232 -52.6% 0.30% $1.3M 2025-08-13
2025 Q1 REDUCED 2,344 -845 -26.5% 0.66% $2.8M 2025-05-15
2024 Q4 ADDED 3,189 +2,689 +537.8% 0.86% $3.8M 2025-02-13
2024 Q2 UNCHANGED 500 0% 0.13% $591K 2024-08-14
2024 Q1 REDUCED 500 -200 -28.6% 0.13% $605K 2024-05-15
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ICON ADVISERS INC/CO 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 ICON ADVISERS INC/CO reported owning WFC/PRL?

ICON ADVISERS INC/CO reported WFC/PRL across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WFC/PRL position in ICON ADVISERS INC/CO's portfolio?

The largest reported portfolio weight for WFC/PRL was 1.17% in 2026 Q2.

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

The most recent filing on this page is 2026 Q2, when ICON ADVISERS INC/CO reported 5,383 shares, equal to 1.17% of portfolio, with an estimated market value of $6.2M.

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

The chart compares ICON ADVISERS INC/CO'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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