Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q2 2024 (June 30)250holders +1
23new positions
25sold out
$1143.00avg. 13F price*
At the end of Q2 2024, 250 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, up 1 from Q1 2024. 23 opened new positions and 25 sold out. The largest holders were Voya Investment Management LLC ($706.9M), BlackRock Inc. ($339.4M) and Advent Capital Management ($212.2M).
- 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $32.9M |
| Exits | 25 | $102.1M |
All 13F filers, Q1 2024 → Q2 2024: 178,494 shares bought and 442,754 shares sold, net −264,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 250 holders
| Voya Investment Management LLC | — | Add +2.6% | 594,548 | $706.9M |
| BlackRock Inc. | — | Reduce -2.0% | 285,491 | $339.4M |
| Advent Capital Management | — | Reduce -4.9% | 175,720 | $212.2M |
| State Street Corp. | — | Add +143.2% | 156,745 | $189.1M |
| First Trust Advisors LP | — | Add +2.5% | 153,180 | $182.1M |
| Victory Capital Management Inc. | — | Reduce -3.9% | 88,975 | $105.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | — | 85,638 | $101.8M |
| Stonebridge Advisors LLC | — | Add +2.4% | 69,144 | $82.2M |
| Invesco Ltd. | — | Add +0.0% | 64,900 | $77.2M |
| Manufacturers Life Insurance Company, The | — | Add +0.5% | 61,791 | $73.7M |
| Allianz Asset Management GmbH | — | No change | 58,640 | $69.7M |
| FMR LLC | — | Reduce -3.8% | 50,738 | $60.3M |
| Morgan Stanley | — | Reduce -2.3% | 46,520 | $55.3M |
| Nuveen Asset Management, LLC | — | Reduce -0.2% | 39,127 | $46.5M |
| Bank of America Corp. | — | Reduce -2.5% | 31,440 | $37.4M |
| MacKay Shields LLC | — | Reduce -0.8% | 28,491 | $34.0M |
| Thrivent Financial for Lutherans | — | Reduce -0.6% | 24,221 | $28.6M |
| First Eagle Investment Management, LLC | — | Reduce -8.8% | 20,691 | $24.6M |
| Ssi Investment Management LLC | — | Reduce -1.7% | 20,338 | $24.2M |
| Focus Partners Wealth | — | New | 18,961 | $22.5M |
| Pier 88 Investment Partners LLC | — | Add +1.7% | 18,152 | $21.6M |
| First Manhattan Co. Llc. | — | Add +26.4% | 17,929 | $21.3M |
| New York State Common Retirement Fund | — | Reduce -4.3% | 17,567 | $20.9M |
| Cohen & Steers, Inc. | — | Add +303.2% | 15,389 | $18.3M |
| New England Asset Management Inc. | — | No change | 13,275 | $15.8M |
| Oxbow Advisors, LLC | — | Add +0.6% | 13,078 | $15.5M |
| Camden Asset Management L P | — | Add +33.3% | 12,000 | $14.3M |
| KCM Investment Advisors LLC | — | Reduce -11.8% | 11,781 | $14.0M |
| Galvin, Gaustad & Stein, LLC | — | Add +1.4% | 11,778 | $14.0M |
| Alliancebernstein L.P. | — | Reduce -1.9% | 10,552 | $12.5M |
| Ulland Investment Advisors, LLC | — | Add +1068.9% | 10,532 | $12.5M |
| Kestra Advisory Services, LLC | — | Add +9.2% | 10,402 | $12.3M |
| Lord, Abbett & Co. LLC | — | Reduce -5.5% | 9,034 | $10.7M |
| JRM Investment Counsel, LLC | — | Reduce -20.6% | 8,710 | $10.4M |
| Stratos Wealth Partners, LTD. | — | Add +1.6% | 8,077 | $9.6M |
| RB Capital Management, LLC | — | Reduce -2.2% | 7,964 | $9.5M |
| Raymond James & Associates | — | Add +19.3% | 7,583 | $9.0M |
| Wellington Management Group LLP | — | No change | 7,054 | $8.4M |
| UBS Group AG | — | Add +4.6% | 7,003 | $8.3M |
| Palisade Capital Management, LP | — | Reduce -0.2% | 7,002 | $8.3M |
| Commonwealth Equity Services, LLC | — | Add +31.2% | 6,411 | $7.6M |
| Crawford Investment Counsel Inc. | — | Reduce -1.2% | 6,335 | $7.5M |
| Stifel Financial Corp. | — | Add +0.4% | 6,203 | $7.4M |
| Conning Inc. | — | No change | 6,065 | $7.2M |
| Penn Mutual Asset Management | — | No change | 6,000 | $7.1M |
| Citigroup Inc. | — | Reduce -0.3% | 5,986 | $7.1M |
| LPL Financial LLC | — | Add +11.2% | 5,886 | $7.0M |
| Rational Advisors, Inc. | — | Add +5.9% | 5,400 | $6.4M |
| Norris Perne & French LLP | — | Reduce -2.4% | 5,355 | $6.4M |
| Western Asset Management Company, LLC | — | No change | 4,965 | $5.9M |
| Wells Fargo & Company | — | Add +1.1% | 4,917 | $5.8M |
| Amundi | — | No change | 4,799 | $5.7M |
| Phraction Management LLC | — | No change | 4,638 | $5.5M |
| Hudson Capital Management LLC | — | Add +4.9% | 4,511 | $5.4M |
| Jefferies Financial Group Inc. | — | Add +0.8% | 4,427 | $5.3M |
| Bessemer Group Inc. | — | No change | 3,787 | $4.5M |
| Knightsbridge Asset Management, LLC | — | Reduce -4.2% | 3,687 | $4.4M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -6.3% | 3,564 | $4.2M |
| Spectrum Asset Management, Inc. | — | Add +3.4% | 3,545 | $4.2M |
| LM Advisors LLC | — | New | 3,544 | $4.2M |
| Mariner, LLC | — | Reduce -10.7% | 3,345 | $4.0M |
| Goldman Sachs Group Inc. | — | No change | 3,280 | $3.9M |
| Laffer Tengler Investments, Inc. | — | Reduce -6.3% | 3,261 | $3.9M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | No change | 3,102 | $3.7M |
| Envestnet Asset Management Inc. | — | Reduce -2.6% | 3,063 | $3.6M |
| American Century Companies Inc. | — | Add +13.3% | 2,939 | $3.5M |
| Janney Montgomery Scott LLC | — | Reduce -10.3% | 2,948 | $3.5M |
| Keystone Financial Group | — | Add +0.3% | 2,611 | $3.1M |
| Calamos Advisors LLC | — | Add +0.6% | 2,594 | $3.1M |
| Seven Springs Wealth Group, LLC | — | Add +3.5% | 2,419 | $2.9M |
| Wittenberg Investment Management, Inc. | — | Reduce -10.3% | 2,357 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | — | Add +7.3% | 2,357 | $2.8M |
| Agf Management Ltd. | — | Reduce -42.5% | 2,300 | $2.7M |
| Baird Financial Group, Inc. | — | Add +23.4% | 2,264 | $2.7M |
| Summitry LLC | — | Reduce -6.2% | 2,193 | $2.6M |
| Neuberger Berman Group LLC | — | Add +1.7% | 2,136 | $2.5M |
| CIBC Private Wealth Group LLC | — | Add +1.8% | 2,025 | $2.4M |
| Corient Private Wealth LP | — | Reduce -0.6% | 2,015 | $2.4M |
| Montag A & Associates Inc. | — | Add +18.5% | 1,759 | $2.1M |
| CSM Advisors, LLC | — | No change | 1,750 | $2.1M |
| Bowie Capital Management, LLC | — | No change | 1,600 | $1.9M |
| Curi Capital, LLC | — | Add +43.5% | 1,593 | $1.9M |
| Truist Financial Corp. | — | Reduce -2.6% | 1,487 | $1.8M |
| Everett Harris & Co. | — | Add +1.7% | 1,466 | $1.7M |
| Raymond James Financial Services Advisors, Inc. | — | Add +8.2% | 1,451 | $1.7M |
| Magnus Financial Group LLC | — | Reduce -5.1% | 1,425 | $1.7M |
| Graypoint LLC | — | No change | 1,422 | $1.7M |
| Schnieders Capital Management LLC | — | Reduce -6.7% | 1,378 | $1.6M |
| Schroder Investment Management Group | — | Add +39.9% | 1,353 | $1.6M |
| First Foundation Advisors | — | Reduce -0.7% | 1,334 | $1.6M |
| Coastwise Capital Group, LLC | — | Reduce -4.6% | 24,790 | $1.5M |
| National Bank of Canada | — | No change | 1,248 | $1.5M |
| Marathon Capital Management | — | Reduce -1.4% | 1,225 | $1.5M |
| Sei Investments Co. | — | Add +7.8% | 1,174 | $1.4M |
| Cove Private Wealth, LLC | — | No change | 1,169 | $1.4M |
| Osaic Holdings, Inc. | — | Reduce -57.9% | 1,122 | $1.3M |
| JPMorgan Chase & Co. | — | Reduce -77.3% | 1,062 | $1.3M |
| Founders Capital Management, LLC | — | Reduce -6.0% | 1,011 | $1.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | — | No change | 1,000 | $1.2M |
| StoneX Group Inc. | — | Reduce -9.4% | 998 | $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.