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

13F holders, Q2 2026 (June 30)

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

247holders −11

9new positions

19sold out

1famous investor

$308.85avg. 13F price*

At the end of Q2 2026, 247 institutions reported holding Wells Fargo & Company (wfc 7.5 Perp L) in their 13F filings, down 11 from Q1 2026. 9 opened new positions and 19 sold out. The largest holders were Voya Investment Management LLC ($665.0M), BlackRock, Inc. ($312.6M) and First Trust Advisors LP ($183.4M). One famous investor held it Israel Englander ( of Millennium Management's portfolio).

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 Q1 2026 → Q2 2026

	Institutions	Total Value
New Positions	9	$9.5M
Exits	19	$10.0M

All 13F filers, Q1 2026 → Q2 2026: 1,213,229 shares bought and 69,092 shares sold, net +1,144,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 247 holders


Voya Investment Management LLC	—	Add +1.1%	574,721	$665.0M
BlackRock, Inc.	—	Reduce -7.8%	270,223	$312.6M
First Trust Advisors LP	—	No change	158,555	$183.4M
Advent Capital Management	—	Add +2.6%	152,080	$176.6M
Victory Capital Management Inc.	—	Add +8.1%	74,026	$85.6M
State Street Corp.	—	Add +19.1%	59,858	$69.3M
Stonebridge Advisors LLC	—	Reduce -3.1%	59,744	$69.1M
Manufacturers Life Insurance Company, The	—	Reduce -1.8%	56,500	$65.6M
Allianz Asset Management GmbH	—	No change	53,940	$62.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	—	Reduce -0.4%	46,731	$54.1M
Invesco Ltd.	—	Add +0.2%	46,014	$53.2M
Nuveen, LLC	—	Reduce -2.2%	45,288	$52.4M
Morgan Stanley	—	Reduce -9.7%	41,968	$48.6M
FMR LLC	—	Reduce -4.1%	41,074	$47.5M
Wellington Management Group LLP	—	Reduce -4.8%	34,207	$39.6M
Bank of America Corp.	—	Reduce -1.1%	28,528	$33.0M
Focus Partners Wealth	—	Add +3.6%	25,922	$30.0M
First Eagle Investment Management, LLC	—	No change	25,741	$29.8M
Ssi Investment Management LLC	—	Reduce -9.0%	16,774	$19.4M
Pier 88 Investment Partners LLC	—	Add +19.9%	16,280	$18.8M
MacKay Shields LLC	—	Reduce -0.1%	14,748	$17.1M
New England Asset Management Inc.	—	No change	13,275	$15.4M
Galvin, Gaustad & Stein, LLC	—	Add +2.1%	13,266	$15.3M
KCM Investment Advisors LLC	—	Reduce -2.1%	10,887	$12.6M
Camden Asset Management L P	—	Add +904.2%	10,594	$12.3M
Stratos Wealth Partners, LTD.	—	Add +4.1%	9,738	$11.3M
Cohen & Steers, Inc.	—	No change	9,386	$10.9M
UBS Group AG	—	Add +2.0%	9,118	$10.5M
Crawford Investment Counsel Inc.	—	Reduce -0.4%	8,465	$9.8M
Raymond James Financial Inc.	—	Add +0.4%	8,253	$9.5M
Stifel Financial Corp.	—	Reduce -11.5%	8,207	$9.5M
Rational Advisors, Inc.	—	Reduce -50.0%	8,200	$9.5M
RB Capital Management, LLC	—	Reduce -1.0%	8,167	$9.4M
LPL Financial LLC	—	Add +0.2%	8,124	$9.4M
Conning Inc.	—	No change	7,490	$8.7M
Kestra Advisory Services, LLC	—	Add +3.0%	6,889	$8.0M
Phraction Management LLC	—	Add +1.3%	6,522	$7.5M
Baird Financial Group, Inc.	—	Add +4.9%	6,133	$7.1M
Penn Mutual Asset Management	—	No change	6,000	$6.9M
Russell Investments Group, Ltd.	—	Add +20.4%	5,904,000	$6.8M
Icon Advisers Inc.	—	New	5,383	$6.2M
Ameritas Advisory Services, LLC	—	Add +34.1%	5,095	$5.9M
Hudson Capital Management LLC	—	Add +1.8%	5,066	$5.9M
Alliancebernstein L.P.	—	Reduce -35.1%	5,049	$5.8M
Whalerock Point Partners, LLC	—	Reduce -2.1%	5,025	$5.8M
Franklin Resources Inc.	—	No change	5,013	$5.8M
Wells Fargo & Company	—	Reduce -1.6%	4,542	$5.3M
First Manhattan Co. Llc.	—	Reduce -39.5%	4,473	$5.2M
Laffer Tengler Investments, Inc.	—	Add +0.5%	4,451	$5.2M
Palisade Capital Management, LP	—	Reduce -41.8%	4,420	$5.1M
Knightsbridge Asset Management, LLC	—	Add +3.0%	4,283	$5.0M
Mariner, LLC	—	Add +2.7%	3,931	$4.5M
Seven Springs Wealth Group, LLC	—	Add +8.3%	3,628	$4.2M
Commonwealth Equity Services, LLC	—	Add +0.4%	3,617	$4.2M
Cambridge Investment Research Advisors, Inc.	—	Reduce -1.6%	3,450	$4.0M
Spectrum Asset Management, Inc.	—	No change	3,437	$4.0M
Neuberger Berman Group LLC	—	Add +31.7%	3,366	$3.9M
Goldman Sachs Group Inc.	—	Reduce -6.5%	3,324	$3.8M
Farther Finance Advisors, LLC	—	Reduce -3.6%	3,262	$3.8M
Envestnet Asset Management Inc.	—	Add +6.3%	3,203	$3.7M
Norris Perne & French LLP	—	Reduce -12.7%	3,073	$3.6M
Deroy & Devereaux Private Investment Counsel Inc.	—	Add +0.2%	2,913	$3.4M
Edgemoor Investment Advisors, Inc.	—	Reduce -1.2%	2,901	$3.4M
Keystone Financial Group	—	No change	2,627	$3.0M
Janney Montgomery Scott LLC	—	Reduce -3.2%	2,485	$2.9M
Chilton Investment Co. Inc.	—	Add +5.1%	2,379	$2.8M
HRT Financial LP	—	Add +269.5%	2,339	$2.7M
Curi Capital, LLC	—	Add +1.8%	2,331	$2.7M
Bessemer Group Inc.	—	No change	2,271	$2.6M
Corient Private Wealth LP	—	Add +175.2%	2,265	$2.6M
Wealth Enhancement Advisory Services, LLC	—	Add +13.0%	2,066	$2.4M
Osaic Holdings, Inc.	—	Add +15.0%	2,071	$2.4M
Calamos Advisors LLC	—	No change	2,063	$2.4M
Summitry LLC	—	Reduce -0.3%	2,053	$2.4M
JRM Investment Counsel, LLC	—	Add +1.7%	1,881	$2.2M
Everett Harris & Co.	—	New	1,585	$1.8M
McHugh Group, LLC	—	No change	1,584	$1.8M
Schroder Investment Management Group	—	No change	1,526	$1.8M
National Bank of Canada	—	Reduce -2.2%	1,524	$1.8M
Wilmington Savings Fund Society, FSB	—	No change	1,494	$1.7M
Cannell & Spears LLC	—	Reduce -7.5%	1,462	$1.7M
Montag A & Associates Inc.	—	Reduce -3.4%	1,404	$1.6M
Bowie Capital Management, LLC	—	No change	1,400	$1.6M
Whittier Trust Co. of Nevada Inc.	—	Add +14.5%	1,298	$1.5M
Agf Management Ltd.	—	No change	1,300	$1.5M
Truist Financial Corp.	—	Reduce -11.2%	1,283	$1.5M
Sei Investments Co.	—	Reduce -1.0%	1,254	$1.5M
Whittier Trust Co.	—	Add +35.2%	1,236	$1.4M
Apella Capital, LLC	—	Reduce -1.0%	1,219	$1.4M
Rockefeller Capital Management L.P.	—	Reduce -0.8%	1,238	$1.4M
Sanctuary Advisors, LLC	—	Reduce -1.7%	1,191	$1.4M
&partners	—	Reduce -4.7%	1,165	$1.3M
Wittenberg Investment Management, Inc.	—	No change	1,158	$1.3M
Magnus Financial Group LLC	—	Reduce -15.8%	1,142	$1.3M
Cerity Partners LLC	—	Add +0.1%	1,111	$1.3M
Asset Allocation & Management Company, LLC	—	No change	1,100	$1.3M
D.A. Davidson & Co.	—	Add +0.4%	1,042	$1.2M
Schnieders Capital Management, Llc.	—	No change	1,033	$1.2M
Marathon Capital Management	—	No change	1,014	$1.2M
Blair William & Co.	—	Reduce -1.0%	1,006	$1.2M
High Point Wealth Management, LLC	—	Add +7.9%	955	$1.1M
Paradigm Capital Management, LLC	—	No change	951	$1.1M
LexAurum Advisors, LLC	—	Reduce -1.5%	935	$1.1M
Shrier Wealth Management, LLC	—	Add +0.8%	932	$1.1M
US Bancorp \de	—	No change	905	$1.0M
Cove Private Wealth, LLC	—	Add +0.5%	888	$1.0M
MeadowBrook Investment Advisors LLC	—	Add +1.8%	868	$1.0M
Ritholtz Wealth Management	—	No change	860	$995K
Kelly Lawrence W & Associates Inc.	—	No change	845	$978K
Momentum Wealth Planning, LLC	—	No change	841	$973K
JT Stratford LLC	—	Reduce -37.4%	830	$960K
Income Research & Management	—	No change	803	$929K
First Foundation Advisors	—	No change	795	$920K
IMA Advisory Services, Inc.	—	Add +830.6%	791	$916K
Central Pacific Bank - Trust Division	—	Reduce -7.1%	783	$906K
Jones Financial Companies LLLP	—	Add +29.9%	777	$902K
JPMorgan Chase & Co.	—	Add +1.2%	745	$860K
Founders Capital Management, LLC	—	No change	741	$857K
Allworth Financial LP	—	Reduce -4.1%	699	$809K
Seelaus Asset Management LLC	—	Reduce -7.8%	674	$780K
BOS Asset Management, LLC	—	No change	658	$761K
Aristotle Capital Management, LLC	—	No change	650	$752K
Van Hulzen Asset Management, LLC	—	No change	642	$743K
Pennsylvania Capital Management Inc.	—	Reduce -3.7%	621	$718K
Marex Group Ltd	—	Add +137.0%	621	$718K
Benson Investment Management Company, Inc.	—	No change	615	$712K
Ewa, LLC	—	No change	601	$695K
Islay Capital Management, LLC	—	No change	595	$688K
International Assets Investment Management, LLC	—	Reduce -20.0%	579	$674K
Cetera Investment Advisers	—	Reduce -14.4%	575	$666K
Stratos Wealth Advisors, LLC	—	Add +3.8%	571	$661K
Independent Wealth Network Inc.	—	Add +1.7%	551	$638K
Venator Management LLC	—	No change	550	$636K
Ares Systematic Credit Ltd	—	No change	550	$636K
Sjbenen Advisory, LLC	—	New	532	$619K
Creative Planning	—	Add +38.3%	531	$614K
Apollon Financial, LLC	—	Reduce -13.8%	507	$587K
Pathway Financial Advisers, LLC	—	No change	505	$585K
Chicago Partners Investment Group LLC	—	Reduce -7.7%	481	$565K
Chilton Capital Management LLC	—	Reduce -14.9%	486	$562K
Ameriprise Financial Inc.	—	Reduce -1.9%	465	$538K
Patriot Financial Group Insurance Agency, LLC	—	Reduce -50.0%	461	$533K
Ingalls & Snyder LLC	—	No change	456	$528K
Brown Advisory Inc.	—	Add +38.6%	445	$515K
Marathon Trading Investment Management LLC	—	No change	444	$514K
Pekin Hardy Strauss, Inc.	—	No change	429	$496K
OneDigital Investment Advisors LLC	—	Add +0.5%	414	$479K
WoodTrust Financial Corp	—	No change	400	$463K
Wedbush Securities Inc.	—	Add +22.9%	397	$459K
Virtue Asset Management LLC	—	Add +5.7%	388	$449K
Black Swift Group, LLC	—	No change	370	$428K
F/m Investments LLC	—	No change	362	$419K
Aull & Monroe Investment Management Corp	—	Add +5.0%	354	$410K
Cresset Asset Management, LLC	—	Add +0.3%	353	$408K
Ieq Capital, LLC	—	No change	350	$405K
Fifth Third Bancorp	—	Reduce -13.9%	340	$393K
Dorsey & Whitney Trust CO LLC	—	No change	314	$363K
Captrust Financial Advisors	—	Reduce -30.9%	308	$357K
RDA Financial Network	—	Add +6.6%	306	$354K
Moneco Advisors, LLC	—	New	305	$353K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	—	No change	300	$347K
Thrive Wealth Management, LLC	—	No change	299	$346K
Woodard & Co. Asset Management Group Inc.	—	Add +56.8%	290	$336K
Independent Advisor Alliance	—	Add +0.3%	288	$333K
Newman Dignan & Sheerar, Inc.	—	Reduce -5.7%	280	$324K
Kovack Advisors, Inc.	—	Reduce -5.2%	276	$321K
GABELLI & Co INVESTMENT ADVISERS, INC.	—	No change	275	$318K
Bearing Point Capital, LLC	—	Reduce -45.2%	273	$316K
Oxbow Advisors, LLC	—	Reduce -23.8%	272	$315K
Smith, Moore & Co.	—	No change	265	$307K
SCS Capital Management LLC	—	No change	265	$307K
Belpointe Asset Management LLC	—	Add +1.9%	262	$304K
NewEdge Wealth, LLC	—	Reduce -24.5%	259	$300K
PFG Investments, LLC	—	No change	250	$289K
Evanson Financial, LLC	—	—	250	$289K
WFA of San Diego, LLC	—	Reduce -13.1%	232	$272K
Crew Capital Management, Ltd	—	No change	235	$272K
Vestmark Advisory Solutions, Inc.	—	Reduce -26.4%	234	$271K
Bank of Marin	—	Reduce -8.3%	233	$270K
Oberweis Asset Management Inc./	—	No change	225	$260K
First County Bank	—	No change	225	$260K
Steward Partners Investment Advisory, LLC	—	Add +5.2%	223	$258K
Inkwell Capital LLC	—	Add +17.1%	219	$253K
Private Trust Co. NA	—	No change	218	$253K
IFG Advisory, LLC	—	New	218	$252K
PNC Financial Services Group, Inc.	—	Reduce -1.8%	214	$248K
Bank of Montreal	—	Add +14.8%	209	$242K
HB Wealth Management, LLC	—	Add +1.5%	209	$242K
Sax Wealth Advisors, LLC	—	Reduce -14.1%	195	$225K
Choreo, LLC	—	Add +0.5%	194	$225K
Global Trust Asset Management, LLC	—	No change	190	$220K
AlphaCore Capital LLC	—	Add +8.2%	159	$184K
Millennium Management	—	New	156,000	$182K
Brown Brothers Harriman & Co.	—	No change	150	$174K
Hamilton Point Investment Advisors, LLC	—	No change	135	$156K
Ashton Thomas Private Wealth, LLC	—	No change	118	$137K
Powell Investment Advisors, LLC	—	No change	100	$116K
Federation des caisses Desjardins du Quebec	—	No change	93	$108K
Golden State Wealth Management, LLC	—	No change	91	$105K
Huntington National Bank	—	No change	74	$86K
Ulland Investment Advisors, LLC	—	Reduce -29.4%	72	$83K
Anchor Bay Capital, Inc.	—	—	65	$76K
Angeles Wealth Management, LLC	—	No change	60	$69K
Blue Trust, Inc.	—	No change	58	$67K
Caldwell Trust Co	—	No change	45	$52K
Logan Capital Management Inc.	—	—	44	$51K
Northwestern Mutual Wealth Management Co.	—	Add +73.9%	40	$46K
Quent Capital, LLC	—	No change	40	$46K
Beacon Financial Strategies CORP	—	No change	40	$46K
Wealth Enhancement Trust Services, Inc.	—	No change	37	$43K
Colonial Trust Advisors	—	No change	33	$38K
Union Savings Bank	—	No change	32	$37K
Lanark Financial, Inc.	—	New	28	$32K
Albion Financial Group	—	No change	25	$29K
Beacon Investment Advisory Services, Inc.	—	Reduce -40.5%	25	$29K
Grove Bank & Trust	—	No change	25	$29K
Prosperity Bancshares Inc	—	No change	24	$28K
Capital Investment Advisory Services, LLC	—	No change	20	$23K
NewEdge Advisors, LLC	—	No change	17	$20K
Mather Group, Llc.	—	No change	16	$19K
AE Wealth Management LLC	—	Add +33.3%	16	$19K
IFP Advisors, Inc	—	Reduce -60.5%	15	$17K
Keating Financial Advisory Services, Inc.	—	No change	14	$16K
Entrust Financial LLC	—	No change	13	$15K
Noble Wealth Management PBC	—	Add +8.3%	13	$15K
GGM Financial LLC	—	No change	12	$14K
Cornerstone Planning Group LLC	—	No change	11	$13K
Glenmede Trust Co. NA	—	No change	10	$12K
Howe & Rusling Inc.	—	No change	10	$12K
Parallel Advisors, LLC	—	No change	10	$12K
Abound Financial, LLC	—	No change	10	$12K
Triumph Capital Management	—	New	9	$11K
Fiduciary Financial Advisors	—	New	10	$10K
Activest Wealth Management	—	No change	7	$8K
Citigroup Inc.	—	Reduce -66.7%	6	$7K
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
LM Advisors LLC	—	Reduce -13.4%	3,458	$4K
Mascoma Wealth Management LLC	—	No change	3	$3K
Global Retirement Partners, LLC	—	—	3	$3K
American Capital Advisory, LLC	—	No change	3	$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.