Wells Fargo & Company (wfc 7.5 Perp L)Preferred / convertible
13F holders, Q1 2026 (March 31)258holders −4
17new positions
18sold out
$337.99avg. 13F price*
At the end of Q1 2026, 258 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, down 4 from Q4 2025. 17 opened new positions and 18 sold out. The largest holders were Voya Investment Management LLC ($656.6M), BlackRock, Inc. ($338.6M) and First Trust Advisors LP ($183.1M).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.9M |
| Exits | 18 | $17.5M |
All 13F filers, Q4 2025 → Q1 2026: 1,301,965 shares bought and 308,846 shares sold, net +993,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Voya Investment Management LLC | — | Reduce -7.0% | 568,491 | $656.6M |
| BlackRock, Inc. | — | Reduce -0.0% | 293,173 | $338.6M |
| First Trust Advisors LP | — | Reduce -0.1% | 158,555 | $183.1M |
| Victory Capital Management Inc. | — | Add +0.8% | 68,502 | $79.1M |
| Stonebridge Advisors LLC | — | Reduce -75.4% | 61,657 | $71.2M |
| Manufacturers Life Insurance Company, The | — | Add +0.2% | 57,540 | $66.8M |
| Allianz Asset Management GmbH | — | No change | 53,940 | $62.3M |
| State Street Corp. | — | Reduce -7.0% | 50,258 | $57.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -0.4% | 46,927 | $54.2M |
| Morgan Stanley | — | Reduce -0.9% | 46,474 | $53.7M |
| Nuveen, LLC | — | Reduce -0.1% | 46,320 | $53.5M |
| Invesco Ltd. | — | Add +0.1% | 45,925 | $53.0M |
| FMR LLC | — | No change | 42,842 | $49.6M |
| Wellington Management Group LLP | — | Reduce -2.3% | 35,933 | $41.2M |
| Bank of America Corp. | — | Reduce -0.6% | 28,854 | $33.3M |
| First Eagle Investment Management, LLC | — | No change | 25,741 | $29.7M |
| Focus Partners Wealth | — | Add +24.9% | 25,030 | $28.9M |
| Ssi Investment Management LLC | — | Add +0.3% | 18,432 | $21.3M |
| Rational Advisors, Inc. | — | Add +100.0% | 16,400 | $19.4M |
| Advent Capital Management | — | Reduce -6.0% | 148,222 | $17.2M |
| MacKay Shields LLC | — | Reduce -0.1% | 14,760 | $17.1M |
| Pier 88 Investment Partners LLC | — | Reduce -2.9% | 13,580 | $15.7M |
| New England Asset Management Inc. | — | No change | 13,275 | $15.3M |
| Galvin, Gaustad & Stein, LLC | — | Reduce -5.8% | 12,990 | $15.0M |
| KCM Investment Advisors LLC | — | Reduce -4.0% | 11,116 | $12.8M |
| Cohen & Steers, Inc. | — | No change | 9,386 | $10.8M |
| Stratos Wealth Partners, LTD. | — | Add +3.8% | 9,355 | $10.8M |
| Stifel Financial Corp. | — | Add +3.3% | 9,272 | $10.7M |
| UBS Group AG | — | Add +19.9% | 8,941 | $10.3M |
| Crawford Investment Counsel Inc. | — | Add +0.8% | 8,496 | $9.8M |
| RB Capital Management, LLC | — | Add +1.3% | 8,246 | $9.5M |
| Raymond James Financial Inc. | — | Reduce -1.7% | 8,219 | $9.5M |
| Alliancebernstein L.P. | — | Reduce -1.3% | 7,781 | $9.4M |
| LPL Financial LLC | — | Add +5.8% | 8,105 | $9.4M |
| Palisade Capital Management, LP | — | Reduce -8.9% | 7,598 | $8.8M |
| Conning Inc. | — | Add +23.5% | 7,490 | $8.7M |
| First Manhattan Co. Llc. | — | Add +0.5% | 7,398 | $8.5M |
| Kestra Advisory Services, LLC | — | Add +0.3% | 6,690 | $7.7M |
| Phraction Management LLC | — | Add +26.2% | 6,437 | $7.4M |
| Penn Mutual Asset Management | — | No change | 6,000 | $6.9M |
| Baird Financial Group, Inc. | — | Add +2.0% | 5,845 | $6.8M |
| Whalerock Point Partners, LLC | — | Add +21.3% | 5,135 | $5.9M |
| Franklin Resources Inc. | — | No change | 5,013 | $5.8M |
| Hudson Capital Management LLC | — | Add +3.5% | 4,978 | $5.7M |
| Russell Investments Group, Ltd. | — | Add +34.8% | 4,904,000 | $5.7M |
| Wells Fargo & Company | — | Add +2.2% | 4,617 | $5.3M |
| Laffer Tengler Investments, Inc. | — | Add +34.2% | 4,429 | $5.1M |
| Knightsbridge Asset Management, LLC | — | Add +3.6% | 4,157 | $4.8M |
| Mariner, LLC | — | Reduce -0.7% | 3,829 | $4.4M |
| Ameritas Advisory Services, LLC | — | Reduce -0.7% | 3,800 | $4.4M |
| Commonwealth Equity Services, LLC | — | Reduce -2.3% | 3,603 | $4.2M |
| Goldman Sachs Group Inc. | — | Add +8.3% | 3,554 | $4.1M |
| Norris Perne & French LLP | — | Reduce -6.8% | 3,520 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | — | Add +1.4% | 3,508 | $4.1M |
| Spectrum Asset Management, Inc. | — | Reduce -1.4% | 3,437 | $4.0M |
| Jane Street Group, LLC | — | New | 3,406 | $3.9M |
| Farther Finance Advisors, LLC | — | Add +16.4% | 3,385 | $3.9M |
| Seven Springs Wealth Group, LLC | — | Add +6.1% | 3,349 | $3.9M |
| Envestnet Asset Management Inc. | — | Add +3.5% | 3,013 | $3.5M |
| Edgemoor Investment Advisors, Inc. | — | Reduce -2.6% | 2,937 | $3.4M |
| Deroy & Devereaux Private Investment Counsel Inc. | — | No change | 2,908 | $3.4M |
| Keystone Financial Group | — | No change | 2,627 | $3.1M |
| Janney Montgomery Scott LLC | — | Add +2.8% | 2,567 | $3.0M |
| Neuberger Berman Group LLC | — | Add +3.9% | 2,556 | $3.0M |
| Curi Capital, LLC | — | Reduce -8.9% | 2,291 | $2.6M |
| Bessemer Group Inc. | — | No change | 2,271 | $2.6M |
| Chilton Investment Co. Inc. | — | Add +6.6% | 2,264 | $2.6M |
| Calamos Advisors LLC | — | Reduce -1.0% | 2,063 | $2.4M |
| Summitry LLC | — | Reduce -2.4% | 2,060 | $2.4M |
| JRM Investment Counsel, LLC | — | No change | 1,850 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | — | Add +37.7% | 1,829 | $2.1M |
| Osaic Holdings, Inc. | — | Reduce -6.0% | 1,801 | $2.1M |
| McHugh Group, LLC | — | Reduce -1.6% | 1,584 | $1.8M |
| Cannell & Spears LLC | — | New | 1,581 | $1.8M |
| National Bank of Canada | — | No change | 1,558 | $1.8M |
| Schroder Investment Management Group | — | No change | 1,526 | $1.7M |
| Wilmington Savings Fund Society, FSB | — | No change | 1,494 | $1.7M |
| Montag A & Associates Inc. | — | Reduce -21.6% | 1,454 | $1.7M |
| Truist Financial Corp. | — | Reduce -60.3% | 1,444 | $1.7M |
| Bowie Capital Management, LLC | — | Add +16.7% | 1,400 | $1.6M |
| Magnus Financial Group LLC | — | Reduce -10.3% | 1,357 | $1.6M |
| JT Stratford LLC | — | Reduce -8.6% | 1,326 | $1.5M |
| Agf Management Ltd. | — | No change | 1,300 | $1.5M |
| Apella Capital, LLC | — | New | 1,231 | $1.5M |
| Sei Investments Co. | — | Add +0.3% | 1,267 | $1.5M |
| Rockefeller Capital Management L.P. | — | Add +0.6% | 1,248 | $1.4M |
| &partners | — | Add +6.5% | 1,222 | $1.4M |
| Sanctuary Advisors, LLC | — | Add +4.9% | 1,212 | $1.4M |
| Wittenberg Investment Management, Inc. | — | No change | 1,158 | $1.3M |
| Whittier Trust Co. of Nevada Inc. | — | Add +108.5% | 1,134 | $1.3M |
| Cerity Partners LLC | — | Reduce -4.5% | 1,110 | $1.3M |
| Asset Allocation & Management Company, LLC | — | No change | 1,100 | $1.3M |
| Evolve Private Wealth, LLC | — | Add +22.2% | 1,074 | $1.2M |
| Camden Asset Management L P | — | Reduce -97.2% | 1,055 | $1.2M |
| D.A. Davidson & Co. | — | Reduce -1.6% | 1,038 | $1.2M |
| Schnieders Capital Management, Llc. | — | No change | 1,033 | $1.2M |
| Blair William & Co. | — | Add +3.1% | 1,016 | $1.2M |
| Marathon Capital Management | — | Reduce -1.9% | 1,014 | $1.2M |
| Barclays PLC | — | New | 975 | $1.1M |
| Paradigm Capital Management, LLC | — | Reduce -1.0% | 951 | $1.1M |
"% 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.