NORRIS PERNE & FRENCH LLP/MI WFC/PRL WELLS FARGO & CO NEW PERP PFD CNV A

Ownership history in NORRIS PERNE & FRENCH LLP/MI  ·  38 quarters on record

AI Ownership Summary

NORRIS PERNE & FRENCH LLP/MI reported WELLS FARGO & CO NEW PERP PFD CNV A (WFC/PRL) in 38 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.48% in 2024 Q1. 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.

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 NORRIS PERNE & FRENCH LLP/MI'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 Q2

WFC/PRL was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% 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 NORRIS PERNE & FRENCH LLP/MI 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 Q2 REDUCED 3,073 -447 -12.7% 0.21% $3.6M 2026-07-21
2026 Q1 REDUCED 3,520 -257 -6.8% 0.27% $4.1M 2026-04-22
2025 Q4 REDUCED 3,777 -109 -2.8% 0.30% $4.6M 2026-01-23
2025 Q3 REDUCED 3,886 -393 -9.2% 0.33% $4.8M 2025-10-17
2025 Q2 REDUCED 4,279 -425 -9.0% 0.35% $5.0M 2025-07-17
2025 Q1 REDUCED 4,704 -72 -1.5% 0.42% $5.6M 2025-04-21
2024 Q4 REDUCED 4,776 -155 -3.1% 0.41% $5.7M 2025-01-23
2024 Q3 REDUCED 4,931 -424 -7.9% 0.43% $6.3M 2024-10-28
2024 Q2 REDUCED 5,355 -130 -2.4% 0.46% $6.4M 2024-07-24
2024 Q1 REDUCED 5,485 -137 -2.4% 0.48% $6.7M 2024-04-16
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About NORRIS PERNE & FRENCH LLP/MI 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 NORRIS PERNE & FRENCH LLP/MI reported owning WFC/PRL?

NORRIS PERNE & FRENCH LLP/MI reported WFC/PRL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WFC/PRL position in NORRIS PERNE & FRENCH LLP/MI's portfolio?

The largest reported portfolio weight for WFC/PRL was 0.48% 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 NORRIS PERNE & FRENCH LLP/MI reported 3,073 shares, equal to 0.21% of portfolio, with an estimated market value of $3.6M.

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

The chart compares NORRIS PERNE & FRENCH LLP/MI'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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