Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q2 2026 (June 30)247holders −11
9new positions
19sold out
1famous investor
$308.85avg. 13F price*
At the end of Q2 2026, 247 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, down 11 from Q1 2026. 9 opened new positions and 19 sold out. The largest holders were Voya Investment Management LLC ($665.0M), BlackRock, Inc. ($312.6M) and First Trust Advisors LP ($183.4M). One famous investor held it Israel Englander ( of Millennium Management's portfolio).
- Company
- Wells Fargo & Company (wfc 7.5 Perp L)
- CUSIP
- 949746804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $9.5M |
| Exits | 19 | $10.0M |
All 13F filers, Q1 2026 → Q2 2026: 1,213,229 shares bought and 69,092 shares sold, net +1,144,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| Voya Investment Management LLC | — | Add +1.1% | 574,721 | $665.0M |
| BlackRock, Inc. | — | Reduce -7.8% | 270,223 | $312.6M |
| First Trust Advisors LP | — | No change | 158,555 | $183.4M |
| Advent Capital Management | — | Add +2.6% | 152,080 | $176.6M |
| Victory Capital Management Inc. | — | Add +8.1% | 74,026 | $85.6M |
| State Street Corp. | — | Add +19.1% | 59,858 | $69.3M |
| Stonebridge Advisors LLC | — | Reduce -3.1% | 59,744 | $69.1M |
| Manufacturers Life Insurance Company, The | — | Reduce -1.8% | 56,500 | $65.6M |
| Allianz Asset Management GmbH | — | No change | 53,940 | $62.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -0.4% | 46,731 | $54.1M |
| Invesco Ltd. | — | Add +0.2% | 46,014 | $53.2M |
| Nuveen, LLC | — | Reduce -2.2% | 45,288 | $52.4M |
| Morgan Stanley | — | Reduce -9.7% | 41,968 | $48.6M |
| FMR LLC | — | Reduce -4.1% | 41,074 | $47.5M |
| Wellington Management Group LLP | — | Reduce -4.8% | 34,207 | $39.6M |
| Bank of America Corp. | — | Reduce -1.1% | 28,528 | $33.0M |
| Focus Partners Wealth | — | Add +3.6% | 25,922 | $30.0M |
| First Eagle Investment Management, LLC | — | No change | 25,741 | $29.8M |
| Ssi Investment Management LLC | — | Reduce -9.0% | 16,774 | $19.4M |
| Pier 88 Investment Partners LLC | — | Add +19.9% | 16,280 | $18.8M |
| MacKay Shields LLC | — | Reduce -0.1% | 14,748 | $17.1M |
| New England Asset Management Inc. | — | No change | 13,275 | $15.4M |
| Galvin, Gaustad & Stein, LLC | — | Add +2.1% | 13,266 | $15.3M |
| KCM Investment Advisors LLC | — | Reduce -2.1% | 10,887 | $12.6M |
| Camden Asset Management L P | — | Add +904.2% | 10,594 | $12.3M |
| Stratos Wealth Partners, LTD. | — | Add +4.1% | 9,738 | $11.3M |
| Cohen & Steers, Inc. | — | No change | 9,386 | $10.9M |
| UBS Group AG | — | Add +2.0% | 9,118 | $10.5M |
| Crawford Investment Counsel Inc. | — | Reduce -0.4% | 8,465 | $9.8M |
| Raymond James Financial Inc. | — | Add +0.4% | 8,253 | $9.5M |
| Stifel Financial Corp. | — | Reduce -11.5% | 8,207 | $9.5M |
| Rational Advisors, Inc. | — | Reduce -50.0% | 8,200 | $9.5M |
| RB Capital Management, LLC | — | Reduce -1.0% | 8,167 | $9.4M |
| LPL Financial LLC | — | Add +0.2% | 8,124 | $9.4M |
| Conning Inc. | — | No change | 7,490 | $8.7M |
| Kestra Advisory Services, LLC | — | Add +3.0% | 6,889 | $8.0M |
| Phraction Management LLC | — | Add +1.3% | 6,522 | $7.5M |
| Baird Financial Group, Inc. | — | Add +4.9% | 6,133 | $7.1M |
| Penn Mutual Asset Management | — | No change | 6,000 | $6.9M |
| Russell Investments Group, Ltd. | — | Add +20.4% | 5,904,000 | $6.8M |
| Icon Advisers Inc. | — | New | 5,383 | $6.2M |
| Ameritas Advisory Services, LLC | — | Add +34.1% | 5,095 | $5.9M |
| Hudson Capital Management LLC | — | Add +1.8% | 5,066 | $5.9M |
| Alliancebernstein L.P. | — | Reduce -35.1% | 5,049 | $5.8M |
| Whalerock Point Partners, LLC | — | Reduce -2.1% | 5,025 | $5.8M |
| Franklin Resources Inc. | — | No change | 5,013 | $5.8M |
| Wells Fargo & Company | — | Reduce -1.6% | 4,542 | $5.3M |
| First Manhattan Co. Llc. | — | Reduce -39.5% | 4,473 | $5.2M |
| Laffer Tengler Investments, Inc. | — | Add +0.5% | 4,451 | $5.2M |
| Palisade Capital Management, LP | — | Reduce -41.8% | 4,420 | $5.1M |
| Knightsbridge Asset Management, LLC | — | Add +3.0% | 4,283 | $5.0M |
| Mariner, LLC | — | Add +2.7% | 3,931 | $4.5M |
| Seven Springs Wealth Group, LLC | — | Add +8.3% | 3,628 | $4.2M |
| Commonwealth Equity Services, LLC | — | Add +0.4% | 3,617 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -1.6% | 3,450 | $4.0M |
| Spectrum Asset Management, Inc. | — | No change | 3,437 | $4.0M |
| Neuberger Berman Group LLC | — | Add +31.7% | 3,366 | $3.9M |
| Goldman Sachs Group Inc. | — | Reduce -6.5% | 3,324 | $3.8M |
| Farther Finance Advisors, LLC | — | Reduce -3.6% | 3,262 | $3.8M |
| Envestnet Asset Management Inc. | — | Add +6.3% | 3,203 | $3.7M |
| Norris Perne & French LLP | — | Reduce -12.7% | 3,073 | $3.6M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | Add +0.2% | 2,913 | $3.4M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -1.2% | 2,901 | $3.4M |
| Keystone Financial Group | — | No change | 2,627 | $3.0M |
| Janney Montgomery Scott LLC | — | Reduce -3.2% | 2,485 | $2.9M |
| Chilton Investment Co. Inc. | — | Add +5.1% | 2,379 | $2.8M |
| HRT Financial LP | — | Add +269.5% | 2,339 | $2.7M |
| Curi Capital, LLC | — | Add +1.8% | 2,331 | $2.7M |
| Bessemer Group Inc. | — | No change | 2,271 | $2.6M |
| Corient Private Wealth LP | — | Add +175.2% | 2,265 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | — | Add +13.0% | 2,066 | $2.4M |
| Osaic Holdings, Inc. | — | Add +15.0% | 2,071 | $2.4M |
| Calamos Advisors LLC | — | No change | 2,063 | $2.4M |
| Summitry LLC | — | Reduce -0.3% | 2,053 | $2.4M |
| JRM Investment Counsel, LLC | — | Add +1.7% | 1,881 | $2.2M |
| Everett Harris & Co. | — | New | 1,585 | $1.8M |
| McHugh Group, LLC | — | No change | 1,584 | $1.8M |
| Schroder Investment Management Group | — | No change | 1,526 | $1.8M |
| National Bank of Canada | — | Reduce -2.2% | 1,524 | $1.8M |
| Wilmington Savings Fund Society, FSB | — | No change | 1,494 | $1.7M |
| Cannell & Spears LLC | — | Reduce -7.5% | 1,462 | $1.7M |
| Montag A & Associates Inc. | — | Reduce -3.4% | 1,404 | $1.6M |
| Bowie Capital Management, LLC | — | No change | 1,400 | $1.6M |
| Whittier Trust Co. of Nevada Inc. | — | Add +14.5% | 1,298 | $1.5M |
| Agf Management Ltd. | — | No change | 1,300 | $1.5M |
| Truist Financial Corp. | — | Reduce -11.2% | 1,283 | $1.5M |
| Sei Investments Co. | — | Reduce -1.0% | 1,254 | $1.5M |
| Whittier Trust Co. | — | Add +35.2% | 1,236 | $1.4M |
| Apella Capital, LLC | — | Reduce -1.0% | 1,219 | $1.4M |
| Rockefeller Capital Management L.P. | — | Reduce -0.8% | 1,238 | $1.4M |
| Sanctuary Advisors, LLC | — | Reduce -1.7% | 1,191 | $1.4M |
| &partners | — | Reduce -4.7% | 1,165 | $1.3M |
| Wittenberg Investment Management, Inc. | — | No change | 1,158 | $1.3M |
| Magnus Financial Group LLC | — | Reduce -15.8% | 1,142 | $1.3M |
| Cerity Partners LLC | — | Add +0.1% | 1,111 | $1.3M |
| Asset Allocation & Management Company, LLC | — | No change | 1,100 | $1.3M |
| D.A. Davidson & Co. | — | Add +0.4% | 1,042 | $1.2M |
| Schnieders Capital Management, Llc. | — | No change | 1,033 | $1.2M |
| Marathon Capital Management | — | No change | 1,014 | $1.2M |
| Blair William & Co. | — | Reduce -1.0% | 1,006 | $1.2M |
"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC 7.5 PERP L)'s weight in each manager's 13F, not the share of Wells Fargo & Company (wfc 7.5 Perp L) the manager owns.