WHALEROCK POINT PARTNERS, LLC WFC/PRL — Wells Fargo & Co

Ownership history in WHALEROCK POINT PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

WHALEROCK POINT PARTNERS, LLC reported Wells Fargo & Co (WFC/PRL) in 9 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.14% in 2026 Q1. The latest visible filing shows WFC/PRL at 1.14% 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 WHALEROCK POINT PARTNERS, LLC's position in Wells Fargo & Co, 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 1.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 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 WHALEROCK POINT PARTNERS, LLC fund profile WHALEROCK POINT PARTNERS, LLC full holdings
How WHALEROCK POINT PARTNERS, LLC 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 Q1 ADDED — — — 5,135 +900 +21.3% 1.14% $5.9M 2026-05-15 —
2025 Q4 ADDED — — — 4,235 +1,510 +55.4% 0.98% $5.1M 2026-02-13 —
2025 Q2 REDUCED — — — 2,725 -35 -1.3% 0.69% $3.2M 2025-08-13 —
2025 Q1 ADDED — — — 2,760 +85 +3.2% 0.79% $3.3M 2025-05-15 —
2024 Q4 REDUCED — — — 2,675 -175 -6.1% 0.74% $3.2M 2025-02-14 —
2024 Q3 ADDED — — — 2,850 +183 +6.9% 0.87% $3.7M 2024-11-13 —
2024 Q1 UNCHANGED — — — 2,667 — 0% 0.89% $3.3M 2024-05-15 —
2023 Q4 ADDED — — — 2,667 +1,231 +85.7% 0.99% $3.2M 2024-02-14 —
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WFC/PRL

As of 2026 Q1 — sorted by position size

STONEBRIDGE ADVISORS LLC 3Y 84.25% Penn Mutual Asset Management 3Y 7Y 35.5% Spectrum Asset Management, Inc. 3Y 7Y 7.93% Benson Investment Management Company, Inc. 3Y 7Y 6.31% PIER 88 INVESTMENT PARTNERS LLC 3Y 7Y 3.9% AEGON USA Investment Management, LLC 3Y 7Y 2.59% RB Capital Management, LLC 3Y 7Y 2.02% RATIONAL ADVISORS, INC. 3Y 7Y 1.98% NEW ENGLAND ASSET MANAGEMENT INC 3Y 7Y 1.95% Phraction Management LLC 3Y 1.54%

FAQ About WHALEROCK POINT PARTNERS, 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 WHALEROCK POINT PARTNERS, LLC reported owning WFC/PRL?

WHALEROCK POINT PARTNERS, LLC reported WFC/PRL across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WFC/PRL position in WHALEROCK POINT PARTNERS, LLC's portfolio?

The largest reported portfolio weight for WFC/PRL was 1.14% in 2026 Q1.

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

The most recent filing on this page is 2026 Q1, when WHALEROCK POINT PARTNERS, LLC reported 5,135 shares, equal to 1.14% of portfolio, with an estimated market value of $5.9M.

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

The chart compares WHALEROCK POINT PARTNERS, 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.

← Back to WHALEROCK POINT PARTNERS, LLC Holdings