WITTENBERG INVESTMENT MANAGEMENT, INC. WFC/PRL — WELLS FARGO & CO NEW

Ownership history in WITTENBERG INVESTMENT MANAGEMENT, INC.  ·  39 quarters on record

AI Ownership Summary

WITTENBERG INVESTMENT MANAGEMENT, INC. reported WELLS FARGO & CO NEW (WFC/PRL) in 39 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.09% in 2024 Q1. The latest visible filing shows WFC/PRL at 0.46% 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 WITTENBERG INVESTMENT MANAGEMENT, INC.'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 Q2

WFC/PRL was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% 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 WITTENBERG INVESTMENT MANAGEMENT, INC. 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 UNCHANGED — — — 1,158 — 0% 0.46% $1.3M 2026-08-12 —
2026 Q1 UNCHANGED — — — 1,158 — 0% 0.50% $1.3M 2026-05-14 —
2025 Q4 REDUCED — — — 1,158 -116 -9.1% 0.54% $1.4M 2026-02-13 —
2025 Q3 REDUCED — — — 1,274 -20 -1.5% 0.62% $1.6M 2025-11-13 —
2025 Q2 UNCHANGED — — — 1,294 — 0% 0.66% $1.5M 2025-08-11 —
2025 Q1 REDUCED — — — 1,294 -109 -7.8% 0.70% $1.6M 2025-05-12 —
2024 Q4 REDUCED — — — 1,403 -924 -39.7% 0.66% $1.7M 2025-02-13 —
2024 Q3 REDUCED — — — 2,327 -30 -1.3% 0.96% $3.0M 2024-11-13 —
2024 Q2 REDUCED — — — 2,357 -272 -10.3% 0.95% $2.8M 2024-08-14 —
2024 Q1 UNCHANGED — — — 2,629 — 0% 1.09% $3.2M 2024-05-03 —
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WITTENBERG INVESTMENT MANAGEMENT, INC. 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 WITTENBERG INVESTMENT MANAGEMENT, INC. reported owning WFC/PRL?

WITTENBERG INVESTMENT MANAGEMENT, INC. reported WFC/PRL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported WFC/PRL position in WITTENBERG INVESTMENT MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for WFC/PRL was 1.09% 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 WITTENBERG INVESTMENT MANAGEMENT, INC. reported 1,158 shares, equal to 0.46% of portfolio, with an estimated market value of $1.3M.

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

The chart compares WITTENBERG INVESTMENT MANAGEMENT, INC.'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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