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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions21$16.2M
Exits13$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
Benson Investment Management Company, Inc. — No change 960 $1.2M
StoneX Group Inc. — Add +0.4% 951 $1.2M
US Bancorp \de — Reduce -0.6% 905 $1.1M
Shrier Wealth Management, LLC — — 896 $1.1M
Ritholtz Wealth Management — No change 888 $1.1M
Kelly Lawrence W & Associates Inc. — No change 887 $1.1M
Cove Private Wealth, LLC — No change 884 $1.1M
Evolve Private Wealth, LLC — — 879 $1.1M
Central Pacific Bank - Trust Division — No change 843 $1.0M
Momentum Wealth Planning, LLC — Add +2.4% 841 $1.0M
Income Research & Management — Add +124.3% 803 $974K
MeadowBrook Investment Advisors LLC — Reduce -2.4% 786 $953K
First Foundation Advisors — Reduce -17.8% 773 $937K
High Point Wealth Management, LLC — — 770 $933K
JPMorgan Chase & Co. — Reduce -5.0% 746 $904K
Founders Capital Management, LLC — Reduce -6.0% 741 $898K
Seelaus Asset Management LLC — Reduce -1.4% 731 $886K
International Assets Investment Management, LLC — New 724 $877K
Cetera Investment Advisers — Add +8.9% 723 $877K
Coordinated Financial Services, Inc. — Add +8.4% 710 $860K
Apollon Financial, LLC — Reduce -22.2% 677 $820K
HRT Financial LP — Add +53.4% 675 $818K
BOS Asset Management, LLC — No change 658 $797K
Ameriprise Financial Inc. — Reduce -42.8% 621 $789K
Aristotle Capital Management, LLC — No change 650 $788K
Pennsylvania Capital Management Inc. — No change 645 $782K
Chicago Partners Investment Group LLC — Reduce -14.6% 630 $780K
Van Hulzen Asset Management, LLC — Reduce -5.0% 644 $780K
Ewa, LLC — New 601 $728K
Islay Capital Management, LLC — Reduce -6.3% 595 $721K
Bowman & Co S.C. — Add +0.7% 579 $702K
Chilton Capital Management LLC — Reduce -7.3% 576 $698K
NewEdge Wealth, LLC — Reduce -13.2% 565 $685K
Stratos Wealth Advisors, LLC — Reduce -0.5% 564 $684K
Whittier Trust Co. of Nevada Inc. — No change 544 $665K
Cwm, LLC — No change 546 $662K
Vestmark Advisory Solutions, Inc. — Reduce -13.7% 540 $654K
Independent Wealth Network Inc. — Add +1.5% 535 $648K
Pathway Financial Advisers, LLC — Reduce -0.4% 508 $616K
Bearing Point Capital, LLC — Add +7.1% 498 $604K
Whittier Trust Co. — Add +44.8% 488 $596K
Captrust Financial Advisors — No change 487 $590K
Wedbush Securities Inc. — Reduce -16.9% 472 $572K
Patriot Financial Group Insurance Agency, LLC — New 461 $559K
Ingalls & Snyder LLC — No change 459 $556K
Venator Management LLC — New 450 $545K
Jones Financial Companies LLLP — Add +16.6% 449 $544K
Marathon Trading Investment Management LLC — No change 444 $538K
Pekin Hardy Strauss, Inc. — Add +2.4% 429 $520K
OneDigital Investment Advisors LLC — No change 412 $499K
WoodTrust Financial Corp — Add +33.3% 400 $485K
Two Sigma Securities, LLC — New 393 $476K
F/m Investments LLC — Reduce -5.2% 380 $458K
Creative Planning — Reduce -9.4% 375 $455K
Black Swift Group, LLC — No change 370 $448K
Virtue Asset Management LLC — No change 367 $445K
Oxbow Advisors, LLC — Reduce -0.6% 364 $441K
Cresset Asset Management, LLC — No change 352 $427K
Allworth Financial LP — Reduce -3.8% 333 $404K
Dorsey & Whitney Trust CO LLC — Add +2.2% 326 $395K
Westshore Wealth, LLC — New 317 $384K
Kovack Advisors, Inc. — Add +22.2% 308 $373K
Aull & Monroe Investment Management Corp — No change 303 $367K
Thrive Wealth Management, LLC — No change 299 $362K
Comerica Bank — Reduce -17.8% 296 $358K
Newman Dignan & Sheerar, Inc. — Add +0.7% 294 $357K
SCS Capital Management LLC — Add +9.1% 289 $350K
Independent Advisor Alliance — Add +0.3% 287 $348K
Brown Advisory Inc. — Reduce -9.2% 285 $345K
Ieq Capital, LLC — Reduce -52.0% 277 $336K
Smith, Moore & Co. — Add +7.8% 275 $333K
GABELLI & Co INVESTMENT ADVISERS, INC. — Add +10.0% 275 $333K
WFA of San Diego, LLC — Reduce -4.8% 275 $333K
Scotia Capital Inc. — Reduce -40.4% 270 $327K
Evanson Asset Management, LLC — No change 250 $303K
PFG Investments, LLC — No change 250 $303K
Bailard, Inc. — No change 235 $285K
Valeo Financial Advisors, LLC — Add +9.3% 235 $285K
Crew Capital Management, Ltd — No change 235 $285K
Belpointe Asset Management LLC — Add +1.3% 233 $283K
World Investment Advisors — New 233 $282K
Bank of Marin — Reduce -11.6% 229 $278K
Sax Wealth Advisors, LLC — Add +10.7% 227 $275K
First County Bank — No change 225 $273K
Oberweis Asset Management Inc./ — New 225 $273K
Zazove Associates LLC — No change 220 $267K
RDA Financial Network — Add +4.8% 220 $267K
Private Trust Co. NA — No change 218 $265K
IFG Advisory, LLC — No change 218 $264K
PNC Financial Services Group, Inc. — Reduce -11.4% 218 $264K
Sjbenen Advisory, LLC — — 468 $264K
Steward Partners Investment Advisory, LLC — No change 207 $251K
HB Wealth Management, LLC — No change 206 $250K
Bank of Montreal — Add +21.3% 205 $249K
Diesslin Group, Inc. — — 198 $240K
Inkwell Capital LLC — No change 195 $236K
Choreo, LLC — Add +1.1% 192 $232K
Global Trust Asset Management, LLC — No change 190 $230K
Wealthcare Advisory Partners LLC — Add +0.5% 188 $228K
AlphaCore Capital LLC — Add +2.3% 181 $219K
Oppenheimer Asset Management Inc. — Reduce -4.9% 174 $211K
Riverview Trust Co — No change 167 $202K
Woodard & Co. Asset Management Group Inc. — Reduce -2.9% 165 $200K
Brown Brothers Harriman & Co. — No change 150 $182K
Hamilton Point Investment Advisors, LLC — New 135 $164K
MAI Capital Management — Add +171.1% 122 $148K
Ulland Investment Advisors, LLC — Reduce -83.1% 102 $124K
Powell Investment Advisors, LLC — No change 100 $121K
Federation des caisses Desjardins du Quebec — Reduce -5.1% 93 $113K
Golden State Wealth Management, LLC — No change 91 $110K
NewEdge Advisors, LLC — Reduce -3.2% 90 $109K
Chesapeake Asset Management LLC — New 85 $103K
IMA Advisory Services, Inc. — No change 85 $103K
IFP Advisors, Inc — Add +41.8% 78 $95K
Angeles Wealth Management, LLC — New 60 $73K
Fifth Third Bancorp — Reduce -6.3% 60 $73K
Huntington National Bank — Add +625.0% 58 $71K
Blue Trust, Inc. — No change 58 $70K
Caldwell Trust Co — No change 45 $55K
Quent Capital, LLC — New 40 $48K
Beacon Financial Strategies CORP — New 40 $48K
NBT Bank, N.A. — Add +10.7% 93 $48K
Wealth Enhancement Trust Services, Inc. — — 34 $41K
Colonial Trust Advisors — No change 33 $40K
Union Savings Bank — — 32 $39K
Lanark Financial, Inc. — No change 28 $34K
Albion Financial Group — No change 25 $30K
Kimelman & Baird, LLC — No change 25 $30K
Grove Bank & Trust — No change 25 $30K
Prosperity Bancshares Inc — — 24 $29K
Northwestern Mutual Wealth Management Co. — Reduce -30.3% 23 $28K
Modus Advisors, LLC — New 21 $25K
Capital Investment Advisory Services, LLC — No change 20 $24K
Parallel Advisors, LLC — Add +100.0% 20 $24K
Entrust Financial LLC — — 13 $16K
AE Wealth Management LLC — No change 12 $15K
GGM Financial LLC — No change 12 $15K
Cornerstone Planning Group LLC — Reduce -81.0% 11 $13K
McIlrath & Eck, LLC — No change 11 $13K
Glenmede Trust Co. NA — — 10 $12K
Howe & Rusling Inc. — No change 10 $12K
Abound Financial, LLC — New 10 $12K
Citigroup Inc. — Reduce -99.9% 8 $10K
Flagship Harbor Advisors, LLC — New 8 $10K
Rossby Financial, LCC — No change 8 $10K
Activest Wealth Management — No change 7 $8K
GHP Investment Advisors, Inc. — No change 6 $7K
Family Manage LLC — Reduce -40.0% 6 $7K
EverSource Wealth Advisors, LLC — No change 5 $6K
Center for Financial Planning, Inc. — No change 5 $6K
Financial Freedom, LLC — No change 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
LM Advisors LLC — Add +21.9% 4,215 $3K
Rothschild Investment LLC — No change 2 $2K
North Star Investment Management Corp. — No change 2 $2K
Global Retirement Partners, LLC — New 2 $2K
Spire Wealth Management — No change 2 $2K
CoreCap Advisors, LLC — New 2 $2K

"% 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.