VOYA INVESTMENT MANAGEMENT LLC WFC/PRL — WELLS FARGO & CO NEW

Ownership history in VOYA INVESTMENT MANAGEMENT LLC  ·  20 quarters on record

AI Ownership Summary

VOYA INVESTMENT MANAGEMENT LLC reported WELLS FARGO & CO NEW (WFC/PRL) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.79% in 2025 Q1. The latest visible filing shows WFC/PRL at 0.68% 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 VOYA INVESTMENT MANAGEMENT LLC's position in WELLS FARGO & CO NEW, 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 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2025 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 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.

WFC/PRL stock page VOYA INVESTMENT MANAGEMENT LLC fund profile VOYA INVESTMENT MANAGEMENT LLC full holdings
How VOYA INVESTMENT MANAGEMENT LLC 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 Q1 REDUCED — — — 568,491 -42,957 -7.0% 0.68% $656.6M 2026-05-12 —
2025 Q4 ADDED — — — 611,448 +20,710 +3.5% 0.73% $741.1M 2026-02-12 —
2025 Q3 ADDED — — — 590,738 +10,040 +1.7% 0.73% $729.1M 2025-11-14 (Est.) —
2025 Q2 REDUCED — — — 580,698 -9,400 -1.6% 0.68% $681.8M 2025-08-14 (Est.) —
2025 Q1 REDUCED — — — 590,098 -7,500 -1.3% 0.79% $708.6M 2025-05-15 —
2024 Q4 ADDED — — — 597,598 +6,550 +1.1% 0.74% $713.7M 2025-02-14 —
2024 Q3 ADDED — — — 591,048 +582,050 +6468.7% 0.79% $757.8M 2024-11-14 —
2024 Q2 UNCHANGED — — — 8,998 — 0% 0.01% $10.7M 2024-08-14 —
2024 Q1 UNCHANGED — — — 8,998 — 0% 0.01% $11.0M 2024-05-15 —
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WFC/PRL

As of 2026 Q2 — sorted by position size

Penn Mutual Asset Management 3Y 7Y 35.62% Benson Investment Management Company, Inc. 3Y 7Y 3.79% AEGON USA Investment Management, LLC 3Y 7Y 2.39% Hudson Capital Management LLC 3Y 7Y 1.42% Phraction Management LLC 3Y 1.27% Galvin, Gaustad & Stein, LLC 3Y 1.13% McHugh Group, LLC 0.94% High Point Wealth Management, LLC 0.9% RATIONAL ADVISORS, INC. 3Y 7Y 0.87% MeadowBrook Investment Advisors LLC 0.8%

FAQ About VOYA INVESTMENT MANAGEMENT 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 VOYA INVESTMENT MANAGEMENT LLC reported owning WFC/PRL?

VOYA INVESTMENT MANAGEMENT LLC reported WFC/PRL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WFC/PRL position in VOYA INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WFC/PRL was 0.79% in 2025 Q1.

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

The most recent filing on this page is 2026 Q1, when VOYA INVESTMENT MANAGEMENT LLC reported 568,491 shares, equal to 0.68% of portfolio, with an estimated market value of $656.6M.

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

The chart compares VOYA INVESTMENT MANAGEMENT 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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