Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible

13F holders, Q3 2025 (September 30)
248holders −21
10new positions
26sold out
$479.40avg. 13F price*

At the end of Q3 2025, 248 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, down 21 from Q2 2025. 10 opened new positions and 26 sold out. The largest holders were Voya Investment Management LLC ($729.1M), BlackRock, Inc. ($360.1M) and Advent Capital Management ($215.8M).

Company
Wells Fargo & Company (wfc 7.5 Perp L)
CUSIP
949746804
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 249Q1 2024Q2 2024: 250Q2 2024Q3 2024: 255Q3 2024Q4 2024: 256Q4 2024Q1 2025: 262Q1 2025Q2 2025: 269Q2 2025Q3 2025: 248Q3 2025Q4 2025: 262Q4 2025Q1 2026: 258Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$2.8M
Exits26$22.3M

All 13F filers, Q2 2025 → Q3 2025: 60,598 shares bought and 157,644 shares sold, net −97,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 248 holders

Voya Investment Management LLC — Add +1.7% 590,738 $729.1M
BlackRock, Inc. — Add +1.1% 291,715 $360.1M
Advent Capital Management — Reduce -2.8% 175,046 $215.8M
First Trust Advisors LP — No change 158,755 $195.9M
Victory Capital Management Inc. — Reduce -2.6% 69,788 $86.1M
Stonebridge Advisors LLC — Add +2.2% 64,601 $79.8M
Invesco Ltd. — No change 61,690 $76.1M
Manufacturers Life Insurance Company, The — Reduce -3.3% 57,626 $71.4M
State Street Corp. — Add +3.0% 54,414 $67.3M
Allianz Asset Management GmbH — No change 53,940 $66.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Add +3.3% 51,349 $63.4M
Morgan Stanley — Add +4.1% 48,215 $59.5M
Nuveen, LLC — Reduce -0.2% 46,325 $57.2M
FMR LLC — Reduce -11.0% 42,842 $52.9M
Wellington Management Group LLP — Add +517.0% 36,158 $44.7M
Bank of America Corp. — Reduce -0.5% 30,584 $37.7M
Camden Asset Management L P — Reduce -9.4% 28,305 $35.0M
Pier 88 Investment Partners LLC — Add +0.1% 21,682 $26.8M
First Eagle Investment Management, LLC — No change 20,691 $25.5M
Focus Partners Wealth — Reduce -1.0% 18,071 $22.3M
Ssi Investment Management LLC — Reduce -0.4% 18,011 $22.3M
MacKay Shields LLC — Reduce -2.4% 15,404 $19.1M
Galvin, Gaustad & Stein, LLC — Add +9.8% 13,435 $16.6M
New England Asset Management Inc. — No change 13,275 $16.4M
New York State Common Retirement Fund — Reduce -31.6% 13,065 $16.1M
KCM Investment Advisors LLC — Add +0.8% 11,730 $14.5M
Cohen & Steers, Inc. — No change 9,386 $11.6M
Palisade Capital Management, LP — Reduce -0.4% 8,788 $10.8M
Stratos Wealth Partners, LTD. — Add +1.1% 8,659 $10.7M
Stifel Financial Corp. — Add +7.3% 8,452 $10.4M
Raymond James Financial Inc. — Reduce -1.0% 8,381 $10.3M
Alliancebernstein L.P. — Reduce -4.1% 8,242 $10.2M
Rational Advisors, Inc. — No change 8,200 $10.1M
RB Capital Management, LLC — Add +0.2% 8,138 $10.0M
Crawford Investment Counsel Inc. — Reduce -0.2% 7,896 $9.8M
First Manhattan Co. Llc. — Add +0.6% 7,440 $9.2M
LPL Financial LLC — Add +6.3% 7,289 $9.0M
Kestra Advisory Services, LLC — Reduce -31.5% 6,929 $8.6M
UBS Group AG — Reduce -8.3% 6,869 $8.5M
Citigroup Inc. — Add +0.5% 6,491 $8.0M
Conning Inc. — No change 6,065 $7.5M
Penn Mutual Asset Management — No change 6,000 $7.4M
Commonwealth Equity Services, LLC — Add +2.0% 5,435 $6.7M
Baird Financial Group, Inc. — Add +2.0% 5,378 $6.6M
Western Asset Management Company, LLC — No change 4,965 $6.1M
Hudson Capital Management LLC — Add +1.1% 4,731 $5.8M
Phraction Management LLC — No change 4,665 $5.8M
Wells Fargo & Company — Reduce -2.8% 4,651 $5.7M
Knightsbridge Asset Management, LLC — Reduce -30.7% 4,019 $5.0M
Norris Perne & French LLP — Reduce -9.2% 3,886 $4.8M
Mariner, LLC — Add +2.6% 3,799 $4.7M
Russell Investments Group, Ltd. — No change 3,639,000 $4.5M
Spectrum Asset Management, Inc. — No change 3,487 $4.3M
LM Advisors LLC — Add +0.5% 3,458 $4.3M
Cambridge Investment Research Advisors, Inc. — Reduce -3.9% 3,410 $4.2M
Laffer Tengler Investments, Inc. — Add +0.3% 3,310 $4.1M
Goldman Sachs Group Inc. — No change 3,280 $4.0M
Envestnet Asset Management Inc. — Add +1.8% 3,057 $3.8M
Edgemoor Investment Advisors, Inc. — Reduce -2.8% 3,034 $3.7M
Seven Springs Wealth Group, LLC — Add +8.7% 3,016 $3.7M
Deroy & Devereaux Private Investment Counsel Inc. — Reduce -0.3% 3,009 $3.7M
Curi Capital, LLC — Add +20.8% 2,465 $3.0M
Janney Montgomery Scott LLC — Reduce -0.4% 2,457 $3.0M
Corient Private Wealth LP — Add +13.0% 2,418 $3.0M
Bessemer Group Inc. — No change 2,271 $2.8M
Neuberger Berman Group LLC — Add +4.8% 2,174 $2.7M
Calamos Advisors LLC — Reduce -3.5% 2,083 $2.6M
NorthCoast Asset Management LLC — Reduce -4.0% 2,070 $2.6M
Summitry LLC — Reduce -1.3% 1,995 $2.5M
CIBC Private Wealth Group LLC — No change 1,940 $2.4M
JRM Investment Counsel, LLC — Reduce -10.0% 1,889 $2.3M
Montag A & Associates Inc. — No change 1,854 $2.3M
Osaic Holdings, Inc. — Add +35.6% 1,746 $2.1M
McHugh Group, LLC — Reduce -1.2% 1,634 $2.0M
National Bank of Canada — Reduce -3.0% 1,598 $2.0M
Farther Finance Advisors, LLC — Add +103.0% 1,575 $1.9M
JT Stratford LLC — Add +6.8% 1,536 $1.9M
Truist Financial Corp. — Add +7.7% 1,514 $1.9M
Magnus Financial Group LLC — Add +10.7% 1,512 $1.9M
Wilmington Savings Fund Society, FSB — Reduce -2.8% 1,494 $1.8M
Icon Advisers Inc. — Add +31.2% 1,459 $1.8M
Keystone Financial Group — Reduce -51.2% 1,350 $1.7M
Wealth Enhancement Advisory Services, LLC — Reduce -2.9% 1,317 $1.7M
Agf Management Ltd. — Reduce -23.5% 1,300 $1.6M
Wittenberg Investment Management, Inc. — Reduce -1.6% 1,274 $1.6M
Sei Investments Co. — Reduce -0.2% 1,214 $1.5M
Chilton Investment Co. Inc. — Add +42.4% 1,209 $1.5M
Bowie Capital Management, LLC — No change 1,200 $1.5M
Sanctuary Advisors, LLC — Add +22.5% 1,148 $1.4M
Asset Allocation & Management Company, LLC — No change 1,100 $1.4M
Ameriprise Financial Inc. — Add +9.6% 1,086 $1.3M
Marathon Capital Management — No change 1,047 $1.3M
Schroder Investment Management Group — No change 1,039 $1.3M
Rockefeller Capital Management L.P. — New 1,037 $1.3M
Schnieders Capital Management, Llc. — — 1,033 $1.3M
D.A. Davidson & Co. — Add +4.1% 1,026 $1.3M
LexAurum Advisors, LLC — Add +0.3% 973 $1.2M
Paradigm Capital Management, LLC — Reduce -12.9% 961 $1.2M
Benson Investment Management Company, Inc. — Add +2.1% 960 $1.2M
StoneX Group Inc. — Add +3.6% 947 $1.2M
First Foundation Advisors — Add +9.3% 940 $1.2M
US Bancorp \de — Add +12.3% 910 $1.1M
Ritholtz Wealth Management — Reduce -18.4% 888 $1.1M
Kelly Lawrence W & Associates Inc. — No change 887 $1.1M
Cove Private Wealth, LLC — No change 884 $1.1M
Apollon Financial, LLC — Reduce -13.9% 870 $1.1M
Central Pacific Bank - Trust Division — No change 843 $1.0M
Momentum Wealth Planning, LLC — Reduce -0.2% 821 $1.0M
MeadowBrook Investment Advisors LLC — Add +3.2% 805 $994K
Founders Capital Management, LLC — Reduce -11.0% 788 $973K
JPMorgan Chase & Co. — Reduce -55.6% 785 $969K
Blair William & Co. — Reduce -1.9% 785 $969K
Seelaus Asset Management LLC — No change 741 $915K
Chicago Partners Investment Group LLC — Add +4.2% 738 $912K
Van Hulzen Asset Management, LLC — Reduce -0.4% 678 $837K
Cetera Investment Advisers — Add +40.1% 664 $820K
BOS Asset Management, LLC — No change 658 $812K
Coordinated Financial Services, Inc. — Add +0.1% 655 $808K
NewEdge Wealth, LLC — Reduce -1.7% 651 $803K
Aristotle Capital Management, LLC — No change 650 $802K
Pennsylvania Capital Management Inc. — No change 645 $796K
Islay Capital Management, LLC — No change 635 $784K
Vestmark Advisory Solutions, Inc. — Reduce -3.5% 626 $773K
Chilton Capital Management LLC — Reduce -3.3% 621 $766K
Ulland Investment Advisors, LLC — Reduce -91.6% 604 $746K
&partners — Reduce -2.9% 600 $741K
Ieq Capital, LLC — No change 577 $712K
Bowman & Co S.C. — Reduce -5.6% 575 $710K
Searle & Co. — Reduce -10.1% 573 $707K
Wedbush Securities Inc. — Add +1.8% 568 $701K
Stratos Wealth Advisors, LLC — Add +47.3% 567 $700K
Whittier Trust Co. of Nevada Inc. — No change 544 $679K
Cwm, LLC — Reduce -0.4% 546 $674K
Independent Wealth Network Inc. — Add +1.5% 527 $650K
Pathway Financial Advisers, LLC — Reduce -0.8% 510 $630K
Captrust Financial Advisors — Reduce -25.4% 487 $601K
Bearing Point Capital, LLC — No change 465 $574K
Ingalls & Snyder LLC — Reduce -3.6% 459 $567K
Scotia Capital Inc. — Reduce -25.4% 453 $559K
Marathon Trading Investment Management LLC — No change 444 $548K
HRT Financial LP — Add +30.6% 440 $543K
Pekin Hardy Strauss, Inc. — Reduce -4.6% 419 $517K
Creative Planning — Add +6.4% 414 $510K
OneDigital Investment Advisors LLC — No change 412 $509K
F/m Investments LLC — Reduce -3.8% 401 $496K
Jones Financial Companies LLLP — Add +10.3% 385 $478K
Black Swift Group, LLC — No change 370 $457K
Virtue Asset Management LLC — — 367 $453K
Oxbow Advisors, LLC — No change 366 $452K
Comerica Bank — Reduce -0.6% 360 $444K
Income Research & Management — No change 358 $442K
Ameritas Advisory Services, LLC — Add +294.4% 355 $438K
Cresset Asset Management, LLC — New 352 $434K
Allworth Financial LP — Reduce -2.8% 346 $427K
Susquehanna International Group, LLP — Add +34.9% 344 $425K
Whittier Trust Co. — Add +7.3% 337 $420K
Dorsey & Whitney Trust CO LLC — No change 319 $394K
Brown Advisory Inc. — No change 314 $388K
Aull & Monroe Investment Management Corp — No change 303 $374K
WoodTrust Financial Corp — No change 300 $370K
Thrive Wealth Management, LLC — No change 299 $369K
ELCO Management Co., LLC — Add +13.7% 298 $368K
Newman Dignan & Sheerar, Inc. — Reduce -0.7% 292 $360K
WFA of San Diego, LLC — Reduce -15.0% 289 $357K
Independent Advisor Alliance — No change 286 $353K
SCS Capital Management LLC — No change 265 $327K
Bank of Marin — No change 259 $320K
Smith, Moore & Co. — Reduce -10.5% 255 $315K
Kovack Advisors, Inc. — Reduce -13.4% 252 $311K
GABELLI & Co INVESTMENT ADVISERS, INC. — No change 250 $309K
Evanson Asset Management, LLC — No change 250 $309K
PFG Investments, LLC — Reduce -9.1% 250 $309K
PNC Financial Services Group, Inc. — No change 246 $304K
Bailard, Inc. — No change 235 $290K
Crew Capital Management, Ltd — No change 235 $290K
Belpointe Asset Management LLC — Add +0.4% 230 $285K
First County Bank — No change 225 $278K
Zazove Associates LLC — No change 220 $272K
Private Trust Co. NA — Add +0.5% 218 $269K
IFG Advisory, LLC — No change 218 $269K
Valeo Financial Advisors, LLC — Reduce -6.5% 215 $265K
RDA Financial Network — No change 210 $259K
Steward Partners Investment Advisory, LLC — Add +14.4% 207 $255K
HB Wealth Management, LLC — No change 206 $254K
Sax Wealth Advisors, LLC — Reduce -8.9% 205 $253K
Simplicity Wealth,LLC — No change 200 $247K
Inkwell Capital LLC — Add +5.4% 195 $241K
Choreo, LLC — Add +0.5% 190 $235K
Global Trust Asset Management, LLC — No change 190 $235K
Wealthcare Advisory Partners LLC — New 187 $231K
Bridgewealth Advisory Group, LLC — No change 185 $228K
Ground Swell Capital, LLC — New 184 $227K
Oppenheimer Asset Management Inc. — Add +1.1% 183 $226K
AlphaCore Capital LLC — Add +18.0% 177 $219K
Woodard & Co. Asset Management Group Inc. — Add +6.3% 170 $210K
Bank of Montreal — No change 169 $209K
Riverview Trust Co — No change 167 $206K
CreativeOne Wealth, LLC — New 166 $205K
Obermeyer Wealth Partners — New 165 $204K
Cerity Partners LLC — New 165 $204K
Brown Brothers Harriman & Co. — No change 150 $185K
Cove Street Capital, LLC — No change 115 $142K
Powell Investment Advisors, LLC — No change 100 $123K
Federation des caisses Desjardins du Quebec — No change 98 $121K
NewEdge Advisors, LLC — No change 93 $115K
Golden State Wealth Management, LLC — No change 91 $112K
IMA Advisory Services, Inc. — No change 85 $105K
Fifth Third Bancorp — Add +6.7% 64 $79K
Blue Trust, Inc. — No change 58 $72K
IFP Advisors, Inc — No change 55 $68K
Franklin Resources Inc. — No change 48 $59K
MAI Capital Management — No change 45 $56K
Principal Securities, Inc. — No change 45 $56K
Caldwell Trust Co — No change 45 $56K
Logan Capital Management Inc. — No change 44 $54K
GPS Wealth Strategies Group, LLC — No change 40 $49K
NBT Bank, N.A. — New 84 $43K
Northwestern Mutual Wealth Management Co. — Reduce -93.3% 33 $41K
Colonial Trust Advisors — No change 33 $41K
Lanark Financial, Inc. — No change 28 $35K
Albion Financial Group — No change 25 $31K
Kimelman & Baird, LLC — No change 25 $31K
Grove Bank & Trust — No change 25 $31K
Capital Investment Advisory Services, LLC — No change 20 $25K
Deutsche Bank AG — No change 19 $23K
AE Wealth Management LLC — No change 12 $15K
GGM Financial LLC — New 12 $15K
McIlrath & Eck, LLC — Reduce -56.0% 11 $13K
Howe & Rusling Inc. — No change 10 $12K
Family Manage LLC — No change 10 $12K
Parallel Advisors, LLC — No change 10 $12K
Glenmede Investment Management, LP — No change 10 $12K
Rossby Financial, LCC — No change 8 $10K
Huntington National Bank — Add +700.0% 8 $10K
Activest Wealth Management — No change 7 $9K
GHP Investment Advisors, Inc. — No change 6 $7K
Center for Financial Planning, Inc. — No change 5 $6K
EverSource Wealth Advisors, LLC — No change 5 $6K
Financial Freedom, LLC — New 5 $6K
Catherine Avery Investment Management LLC — No change 5 $6K
Asset Dedication, LLC — No change 3 $4K
Mascoma Wealth Management LLC — No change 3 $4K
Jackson Hole Capital Partners, LLC — No change 3 $4K
American Capital Advisory, LLC — No change 3 $4K
Rothschild Investment LLC — No change 2 $2K
North Star Investment Management Corp. — No change 2 $2K
Spire Wealth Management — No change 2 $2K
Cornerstone Planning Group LLC — Add +480.0% 58 $494

"% 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.