INKWELL CAPITAL LLC WFC/PRL WELLS FARGO CO NEW PERP PFD CNV A

Ownership history in INKWELL CAPITAL LLC  ·  5 quarters on record

AI Ownership Summary

INKWELL CAPITAL LLC reported WELLS FARGO CO NEW PERP PFD CNV A (WFC/PRL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.25% in 2025 Q3. The latest visible filing shows WFC/PRL at 0.22% 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 INKWELL CAPITAL LLC's position in WELLS FARGO CO NEW PERP PFD CNV A, 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 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% 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
2025 Q1 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.

How INKWELL CAPITAL LLC held WFC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 187 -8 -4.1% 0.22% $216K 2026-05-15
2025 Q4 UNCHANGED 195 0% 0.24% $236K 2026-02-02
2025 Q3 ADDED 195 +10 +5.4% 0.25% $241K 2025-11-10
2025 Q2 UNCHANGED 185 0% 0.23% $217K 2025-08-11
2025 Q1 INITIATED 185 0.24% $222K 2025-05-13

FAQ About INKWELL 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 INKWELL CAPITAL LLC reported owning WFC/PRL?

INKWELL CAPITAL LLC reported WFC/PRL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for WFC/PRL was 0.25% in 2025 Q3.

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

The most recent filing on this page is 2026 Q1, when INKWELL CAPITAL LLC reported 187 shares, equal to 0.22% of portfolio, with an estimated market value of $216K.

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

The chart compares INKWELL 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.

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