Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History

Kovitz Investment Group Partners’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.53M Sell
2,156
-109
-5% -$128K 0.01% 578
2025
Q1 		$2.72M Sell
2,265
-1,226
-35% -$1.47M 0.01% 522
2024
Q4 		$4.17M Sell
3,491
-66
-2% -$78.8K 0.02% 433
2024
Q3 		$4.56M Buy
+3,557
New +$4.56M 0.03% 353