Wells Fargo & Company (wfc 4.7 Perp Aa)Preferred / convertible

13F holders, Q1 2024 (March 31)
4holders
$21.51avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding Wells Fargo & Company (wfc 4.7 Perp Aa) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($641K), Mathes Company, Inc. ($452K) and PNC Financial Services Group, Inc. ($53K).

Company
Wells Fargo & Company (wfc 4.7 Perp Aa)
CUSIP
94988U128
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 4Q3 2025Q4 2025: 6Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$684K
Exits0$0

Ownership 4 holders

Silvercrest Asset Management Group LLC — New 29,800 $641K
Mathes Company, Inc. — No change 21,000 $452K
PNC Financial Services Group, Inc. — Add +12.3% 2,483 $53K
Thompson Investment Management, Inc. — New 2,000 $43K

"% 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.