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

13F holders, Q4 2024 (December 31)
3holders
0new positions
1sold out
$20.00avg. 13F price*

At the end of Q4 2024, 3 institutions reported holding Wells Fargo & Company (wfc 4.7 Perp Aa) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Mathes Company, Inc. ($420K), PNC Financial Services Group, Inc. ($56K) and Thompson Investment Management, Inc. ($40K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits1$1

All 13F filers, Q3 2024 → Q4 2024: 119 shares bought, net +119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Mathes Company, Inc. — No change 21,000 $420K
PNC Financial Services Group, Inc. — Add +4.5% 2,796 $56K
Thompson Investment Management, Inc. — No change 2,000 $40K

"% 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.