Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q4 2025 (December 31)262holders +14
21new positions
13sold out
$454.97avg. 13F price*
At the end of Q4 2025, 262 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, up 14 from Q3 2025. 21 opened new positions and 13 sold out. The largest holders were Voya Investment Management LLC ($741.1M), BlackRock, Inc. ($355.4M) and First Trust Advisors LP ($192.4M).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $16.2M |
| Exits | 13 | $5.3M |
All 13F filers, Q3 2025 → Q4 2025: 262,020 shares bought and 75,333 shares sold, net +186,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Voya Investment Management LLC | — | Add +3.5% | 611,448 | $741.1M |
| BlackRock, Inc. | — | Add +0.5% | 293,216 | $355.4M |
| First Trust Advisors LP | — | No change | 158,755 | $192.4M |
| Advent Capital Management | — | Reduce -10.0% | 157,600 | $191.8M |
| Victory Capital Management Inc. | — | Reduce -2.6% | 67,987 | $82.4M |
| Stonebridge Advisors LLC | — | Add +287.6% | 250,419 | $75.5M |
| Manufacturers Life Insurance Company, The | — | Reduce -0.3% | 57,446 | $69.9M |
| Allianz Asset Management GmbH | — | No change | 53,940 | $65.4M |
| State Street Corp. | — | Reduce -0.7% | 54,058 | $65.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -8.3% | 47,102 | $57.1M |
| Morgan Stanley | — | Reduce -2.7% | 46,901 | $56.8M |
| Nuveen, LLC | — | Add +0.1% | 46,362 | $56.2M |
| Invesco Ltd. | — | Reduce -25.7% | 45,855 | $55.6M |
| FMR LLC | — | No change | 42,842 | $52.0M |
| Camden Asset Management L P | — | Add +30.8% | 37,010 | $44.9M |
| Wellington Management Group LLP | — | Add +1.7% | 36,768 | $44.3M |
| Bank of America Corp. | — | Reduce -5.0% | 29,039 | $35.2M |
| First Eagle Investment Management, LLC | — | Add +24.4% | 25,741 | $31.2M |
| Focus Partners Wealth | — | Add +10.9% | 20,046 | $24.3M |
| Ssi Investment Management LLC | — | Add +2.0% | 18,372 | $22.3M |
| MacKay Shields LLC | — | Reduce -4.1% | 14,770 | $18.0M |
| Pier 88 Investment Partners LLC | — | Reduce -35.5% | 13,982 | $16.9M |
| Galvin, Gaustad & Stein, LLC | — | Add +2.7% | 13,794 | $16.7M |
| New England Asset Management Inc. | — | No change | 13,275 | $16.1M |
| KCM Investment Advisors LLC | — | Reduce -1.3% | 11,576 | $14.0M |
| Cohen & Steers, Inc. | — | No change | 9,386 | $11.4M |
| Stratos Wealth Partners, LTD. | — | Add +4.1% | 9,011 | $10.9M |
| Stifel Financial Corp. | — | Add +6.2% | 8,973 | $10.9M |
| Crawford Investment Counsel Inc. | — | Add +6.8% | 8,431 | $10.2M |
| Raymond James Financial Inc. | — | Reduce -0.3% | 8,360 | $10.1M |
| Palisade Capital Management, LP | — | Reduce -5.1% | 8,337 | $10.1M |
| Rational Advisors, Inc. | — | No change | 8,200 | $9.9M |
| RB Capital Management, LLC | — | No change | 8,138 | $9.9M |
| Alliancebernstein L.P. | — | Reduce -4.3% | 7,886 | $9.6M |
| LPL Financial LLC | — | Add +5.1% | 7,661 | $9.3M |
| UBS Group AG | — | Add +8.5% | 7,454 | $9.0M |
| First Manhattan Co. Llc. | — | Reduce -1.0% | 7,365 | $8.9M |
| Kestra Advisory Services, LLC | — | Reduce -3.7% | 6,671 | $8.1M |
| New York State Common Retirement Fund | — | Reduce -51.6% | 6,320 | $7.7M |
| Conning Inc. | — | No change | 6,065 | $7.4M |
| Penn Mutual Asset Management | — | No change | 6,000 | $7.3M |
| Baird Financial Group, Inc. | — | Add +6.5% | 5,728 | $6.9M |
| Phraction Management LLC | — | Add +9.3% | 5,101 | $6.2M |
| Franklin Resources Inc. | — | Add +10343.8% | 5,013 | $6.1M |
| Hudson Capital Management LLC | — | Add +1.7% | 4,812 | $5.8M |
| Wells Fargo & Company | — | Reduce -2.8% | 4,519 | $5.5M |
| Whalerock Point Partners, LLC | — | New | 4,235 | $5.1M |
| Knightsbridge Asset Management, LLC | — | Reduce -0.2% | 4,011 | $4.9M |
| Mariner, LLC | — | Add +1.5% | 3,855 | $4.7M |
| Ameritas Advisory Services, LLC | — | Add +978.0% | 3,827 | $4.6M |
| Norris Perne & French LLP | — | Reduce -2.8% | 3,777 | $4.6M |
| Commonwealth Equity Services, LLC | — | Reduce -32.2% | 3,686 | $4.5M |
| HSBC Holdings PLC | — | New | 3,682 | $4.5M |
| Truist Financial Corp. | — | Add +140.4% | 3,639 | $4.4M |
| Russell Investments Group, Ltd. | — | No change | 3,639,000 | $4.4M |
| Spectrum Asset Management, Inc. | — | No change | 3,487 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | — | Add +1.4% | 3,458 | $4.2M |
| Laffer Tengler Investments, Inc. | — | Reduce -0.3% | 3,300 | $4.0M |
| Goldman Sachs Group Inc. | — | No change | 3,280 | $4.0M |
| Seven Springs Wealth Group, LLC | — | Add +4.6% | 3,156 | $3.8M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -0.6% | 3,017 | $3.7M |
| Envestnet Asset Management Inc. | — | Reduce -4.8% | 2,911 | $3.5M |
| Farther Finance Advisors, LLC | — | Add +84.6% | 2,908 | $3.5M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | Reduce -3.4% | 2,908 | $3.5M |
| Keystone Financial Group | — | Add +94.6% | 2,627 | $3.2M |
| Curi Capital, LLC | — | Add +2.0% | 2,515 | $3.0M |
| Janney Montgomery Scott LLC | — | Add +1.6% | 2,497 | $3.0M |
| Neuberger Berman Group LLC | — | Add +13.2% | 2,461 | $3.0M |
| Corient Private Wealth LP | — | Reduce -2.1% | 2,366 | $2.9M |
| Bessemer Group Inc. | — | No change | 2,271 | $2.8M |
| Chilton Investment Co. Inc. | — | Add +75.7% | 2,124 | $2.6M |
| Summitry LLC | — | Add +5.8% | 2,110 | $2.6M |
| Calamos Advisors LLC | — | No change | 2,083 | $2.5M |
| CIBC Private Wealth Group LLC | — | No change | 1,940 | $2.4M |
| Osaic Holdings, Inc. | — | Add +9.8% | 1,917 | $2.3M |
| Icon Advisers Inc. | — | Add +30.7% | 1,907 | $2.3M |
| Montag A & Associates Inc. | — | No change | 1,854 | $2.2M |
| JRM Investment Counsel, LLC | — | Reduce -2.1% | 1,850 | $2.2M |
| Arkadios Wealth Advisors | — | New | 1,618 | $2.0M |
| McHugh Group, LLC | — | Reduce -1.5% | 1,609 | $2.0M |
| National Bank of Canada | — | Reduce -2.5% | 1,558 | $1.9M |
| Schroder Investment Management Group | — | Add +46.9% | 1,526 | $1.8M |
| Magnus Financial Group LLC | — | No change | 1,512 | $1.8M |
| Wilmington Savings Fund Society, FSB | — | No change | 1,494 | $1.8M |
| JT Stratford LLC | — | Reduce -5.5% | 1,451 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | — | Add +0.8% | 1,328 | $1.6M |
| Agf Management Ltd. | — | No change | 1,300 | $1.6M |
| Sei Investments Co. | — | Add +4.0% | 1,263 | $1.5M |
| Rockefeller Capital Management L.P. | — | Add +19.7% | 1,241 | $1.5M |
| Bowie Capital Management, LLC | — | No change | 1,200 | $1.5M |
| Cerity Partners LLC | — | Add +604.2% | 1,162 | $1.4M |
| Wittenberg Investment Management, Inc. | — | Reduce -9.1% | 1,158 | $1.4M |
| Sanctuary Advisors, LLC | — | Add +0.6% | 1,155 | $1.4M |
| &partners | — | Add +91.2% | 1,147 | $1.4M |
| Asset Allocation & Management Company, LLC | — | No change | 1,100 | $1.3M |
| D.A. Davidson & Co. | — | Add +2.8% | 1,055 | $1.3M |
| Marathon Capital Management | — | Reduce -1.2% | 1,034 | $1.3M |
| Schnieders Capital Management, Llc. | — | No change | 1,033 | $1.3M |
| Blair William & Co. | — | Add +25.5% | 985 | $1.2M |
| Paradigm Capital Management, LLC | — | No change | 961 | $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.