Wells Fargo & Company (wfc 4.7 Perp Aa)Preferred / convertible
13F holders, Q2 2026 (June 30)4holders
0new positions
0sold out
$18.35avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding Wells Fargo & Company (wfc 4.7 Perp Aa) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were McMillan Office, Inc. ($55K), Thompson Investment Management, Inc. ($37K) and First Command Advisory Services, Inc. ($28K).
- Company
- Wells Fargo & Company (wfc 4.7 Perp Aa)
- CUSIP
- 94988U128
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 1,071 shares bought and 6 shares sold, net +1,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| McMillan Office, Inc. | — | No change | 3,000 | $55K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $37K |
| First Command Advisory Services, Inc. | — | Add +226.9% | 1,543 | $28K |
| PNC Financial Services Group, Inc. | — | Reduce -0.6% | 989 | $18K |
"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC 4.7 PERP AA)'s weight in each manager's 13F, not the share of Wells Fargo & Company (wfc 4.7 Perp Aa) the manager owns.