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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions17$10.9M
Exits18$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
LexAurum Advisors, LLC — — 949 $1.1M
Whittier Trust Co. — Add +87.3% 914 $1.1M
Shrier Wealth Management, LLC — Add +3.2% 925 $1.1M
Patriot Financial Group Insurance Agency, LLC — Add +100.0% 922 $1.1M
US Bancorp \de — No change 905 $1.0M
High Point Wealth Management, LLC — Add +14.9% 885 $1.0M
Cove Private Wealth, LLC — No change 884 $1.0M
Ritholtz Wealth Management — Reduce -3.1% 860 $993K
MeadowBrook Investment Advisors LLC — Add +8.5% 853 $985K
Kelly Lawrence W & Associates Inc. — Reduce -4.7% 845 $978K
Central Pacific Bank - Trust Division — No change 843 $974K
Momentum Wealth Planning, LLC — No change 841 $971K
Corient Private Wealth LP — Reduce -65.2% 823 $951K
Income Research & Management — No change 803 $929K
First Foundation Advisors — Add +2.9% 795 $918K
Founders Capital Management, LLC — No change 741 $856K
JPMorgan Chase & Co. — Reduce -1.3% 736 $850K
Seelaus Asset Management LLC — No change 731 $844K
Allworth Financial LP — Add +118.9% 729 $842K
International Assets Investment Management, LLC — No change 724 $838K
Coordinated Financial Services, Inc. — Add +1.4% 720 $832K
Cetera Investment Advisers — Reduce -7.0% 672 $776K
BOS Asset Management, LLC — No change 658 $760K
Aristotle Capital Management, LLC — No change 650 $751K
Pennsylvania Capital Management Inc. — No change 645 $745K
Van Hulzen Asset Management, LLC — Reduce -0.3% 642 $741K
HRT Financial LP — Reduce -6.2% 633 $731K
Benson Investment Management Company, Inc. — Reduce -35.9% 615 $710K
Ewa, LLC — No change 601 $694K
Islay Capital Management, LLC — No change 595 $687K
Jones Financial Companies LLLP — Add +33.2% 598 $682K
Apollon Financial, LLC — Reduce -13.2% 588 $680K
Chilton Capital Management LLC — Reduce -0.9% 571 $660K
Stratos Wealth Advisors, LLC — Reduce -2.5% 550 $636K
Venator Management LLC — Add +22.2% 550 $635K
Chicago Partners Investment Group LLC — Reduce -17.3% 521 $629K
Ares Systematic Credit Ltd — New 550 $629K
Cwm, LLC — Reduce -0.4% 544 $628K
Independent Wealth Network Inc. — Add +1.3% 542 $627K
Pathway Financial Advisers, LLC — Reduce -0.6% 505 $584K
Bearing Point Capital, LLC — No change 498 $575K
Arkadios Wealth Advisors — Reduce -70.6% 475 $549K
Ameriprise Financial Inc. — Reduce -23.7% 474 $547K
Searle & Co. — New 469 $542K
Ingalls & Snyder LLC — Reduce -0.7% 456 $527K
Captrust Financial Advisors — Reduce -8.4% 446 $515K
Marathon Trading Investment Management LLC — No change 444 $513K
Pekin Hardy Strauss, Inc. — No change 429 $495K
OneDigital Investment Advisors LLC — No change 412 $476K
WoodTrust Financial Corp — No change 400 $462K
Fifth Third Bancorp — Add +558.3% 395 $456K
Creative Planning — Add +2.4% 384 $444K
Black Swift Group, LLC — No change 370 $427K
Virtue Asset Management LLC — No change 367 $424K
F/m Investments LLC — Reduce -4.7% 362 $415K
Oxbow Advisors, LLC — Reduce -1.9% 357 $412K
Cresset Asset Management, LLC — No change 352 $407K
Ieq Capital, LLC — Add +26.4% 350 $404K
NewEdge Wealth, LLC — Reduce -39.3% 343 $396K
Aull & Monroe Investment Management Corp — Add +11.2% 337 $389K
Wedbush Securities Inc. — Reduce -31.6% 323 $373K
Brown Advisory Inc. — Add +12.6% 321 $371K
Vestmark Advisory Solutions, Inc. — Reduce -41.1% 318 $367K
Dorsey & Whitney Trust CO LLC — Reduce -3.7% 314 $363K
Westshore Wealth, LLC — Reduce -3.5% 306 $353K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — New 300 $347K
Thrive Wealth Management, LLC — No change 299 $345K
Newman Dignan & Sheerar, Inc. — Add +1.0% 297 $343K
Kovack Advisors, Inc. — Reduce -5.5% 291 $337K
Independent Advisor Alliance — No change 287 $332K
RDA Financial Network — Add +30.4% 287 $331K
GABELLI & Co INVESTMENT ADVISERS, INC. — No change 275 $318K
Scotia Capital Inc. — No change 270 $312K
WFA of San Diego, LLC — Reduce -2.9% 267 $308K
Smith, Moore & Co. — Reduce -3.6% 265 $306K
SCS Capital Management LLC — Reduce -8.3% 265 $306K
Marex Group Ltd — New 262 $303K
Belpointe Asset Management LLC — Add +10.3% 257 $297K
Bank of Marin — Add +10.9% 254 $293K
Evanson Asset Management, LLC — No change 250 $289K
PFG Investments, LLC — No change 250 $289K
Valeo Financial Advisors, LLC — Add +4.3% 245 $283K
Sax Wealth Advisors, LLC — No change 227 $275K
Crew Capital Management, Ltd — No change 235 $271K
World Investment Advisors — Reduce -2.6% 227 $262K
First County Bank — No change 225 $260K
Oberweis Asset Management Inc./ — No change 225 $260K
Zazove Associates LLC — No change 220 $254K
Private Trust Co. NA — No change 218 $252K
PNC Financial Services Group, Inc. — No change 218 $252K
Steward Partners Investment Advisory, LLC — Add +2.4% 212 $245K
HB Wealth Management, LLC — No change 206 $238K
Diesslin Group, Inc. — Add +1.5% 201 $232K
Ground Swell Capital, LLC — New 193 $223K
Choreo, LLC — Add +0.5% 193 $223K
Global Trust Asset Management, LLC — No change 190 $219K
Wealthcare Advisory Partners LLC — No change 188 $217K
Inkwell Capital LLC — Reduce -4.1% 187 $216K
Woodard & Co. Asset Management Group Inc. — Add +12.1% 185 $214K
Bank of Montreal — Reduce -11.2% 182 $211K
Mercer Global Advisors Inc. — New 181 $209K
Brown Brothers Harriman & Co. — No change 150 $173K
AlphaCore Capital LLC — Reduce -18.8% 147 $170K
Hamilton Point Investment Advisors, LLC — No change 135 $156K
MAI Capital Management — No change 122 $141K
Ashton Thomas Private Wealth, LLC — New 118 $136K
Ulland Investment Advisors, LLC — No change 102 $118K
Powell Investment Advisors, LLC — No change 100 $116K
Federation des caisses Desjardins du Quebec — No change 93 $107K
Golden State Wealth Management, LLC — No change 91 $105K
IMA Advisory Services, Inc. — No change 85 $98K
Huntington National Bank — Add +27.6% 74 $86K
Angeles Wealth Management, LLC — No change 60 $69K
Blue Trust, Inc. — No change 58 $67K
Caldwell Trust Co — No change 45 $52K
Beacon Investment Advisory Services, Inc. — New 42 $48K
Quent Capital, LLC — No change 40 $46K
Beacon Financial Strategies CORP — No change 40 $46K
IFP Advisors, Inc — Reduce -51.3% 38 $44K
Wealth Enhancement Trust Services, Inc. — Add +8.8% 37 $43K
Colonial Trust Advisors — No change 33 $38K
TD Waterhouse Canada Inc. — New 32 $37K
Union Savings Bank — No change 32 $37K
Advisory Services Network, LLC — New 27 $31K
Albion Financial Group — No change 25 $29K
Kimelman & Baird, LLC — No change 25 $29K
Grove Bank & Trust — No change 25 $29K
Prosperity Bancshares Inc — No change 24 $28K
Northwestern Mutual Wealth Management Co. — No change 23 $27K
Capital Investment Advisory Services, LLC — No change 20 $23K
Citigroup Inc. — Add +125.0% 18 $21K
NewEdge Advisors, LLC — Reduce -81.1% 17 $20K
Mather Group, Llc. — New 16 $18K
Keating Financial Advisory Services, Inc. — New 14 $16K
Entrust Financial LLC — No change 13 $15K
Noble Wealth Management PBC — New 12 $14K
AE Wealth Management LLC — No change 12 $14K
GGM Financial LLC — No change 12 $14K
Cornerstone Planning Group LLC — No change 11 $13K
McIlrath & Eck, LLC — No change 11 $13K
Glenmede Trust Co. NA — No change 10 $12K
Howe & Rusling Inc. — No change 10 $12K
Parallel Advisors, LLC — Reduce -50.0% 10 $12K
Abound Financial, LLC — No change 10 $12K
Rossby Financial, LCC — No change 8 $9K
Activest Wealth Management — No change 7 $8K
GHP Investment Advisors, Inc. — No change 6 $7K
Family Manage LLC — No change 6 $7K
EverSource Wealth Advisors, LLC — No change 5 $6K
Center for Financial Planning, Inc. — No change 5 $6K
Catherine Avery Investment Management LLC — No change 5 $6K
Mascoma Wealth Management LLC — No change 3 $3K
Jackson Hole Capital Partners, LLC — No change 3 $3K
American Capital Advisory, LLC — No change 3 $3K
LM Advisors LLC — Reduce -5.2% 3,994 $3K
Rothschild Investment LLC — No change 2 $2K
North Star Investment Management Corp. — No change 2 $2K
Spire Wealth Management — No change 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.