KELLY LAWRENCE W & ASSOCIATES INC/CA reported Wells Fargo & Co New Perp Pfd (WFC/PRL) in 34 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.27% in 2025 Q2. The latest visible filing shows WFC/PRL at 0.21% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was KELLY LAWRENCE W & ASSOCIATES INC/CA's position in Wells Fargo & Co New Perp 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.
WFC/PRL was reported at 0.21% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
These are the practical questions this page is built to answer before you even open the full history table.
KELLY LAWRENCE W & ASSOCIATES INC/CA reported WFC/PRL across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.
The largest reported portfolio weight for WFC/PRL was 0.27% in 2025 Q2.
The most recent filing on this page is 2026 Q2, when KELLY LAWRENCE W & ASSOCIATES INC/CA reported 845 shares, equal to 0.21% of portfolio, with an estimated market value of $978K.
The chart compares KELLY LAWRENCE W & ASSOCIATES INC/CA'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.