Wells Fargo & Company (wfc 4.7 Perp Aa)Preferred / convertible
13F holders, Q2 2024 (June 30)4holders
1new positions
0sold out
$20.32avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Wells Fargo & Company (wfc 4.7 Perp Aa) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Silvercrest Asset Management Group LLC ($565K), Mathes Company, Inc. ($427K) and PNC Financial Services Group, Inc. ($54K).
- 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 198 shares bought and 2,000 shares sold, net −1,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Silvercrest Asset Management Group LLC | — | Reduce -6.7% | 27,800 | $565K |
| Mathes Company, Inc. | — | No change | 21,000 | $427K |
| PNC Financial Services Group, Inc. | — | Add +8.0% | 2,681 | $54K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $41K |
"% 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.