Wells Fargo & Company (wfc 4.7 Perp Aa)Preferred / convertible
13F holders, Q2 2025 (June 30)3holders
1new positions
1sold out
$18.78avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding Wells Fargo & Company (wfc 4.7 Perp Aa) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Lanark Financial, Inc. ($93K), PNC Financial Services Group, Inc. ($40K) and Thompson Investment Management, Inc. ($38K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $93K |
| Exits | 1 | $404K |
All 13F filers, Q1 2025 → Q2 2025: 4,964 shares bought and 21,542 shares sold, net −16,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Lanark Financial, Inc. | — | New | 4,964 | $93K |
| PNC Financial Services Group, Inc. | — | Reduce -20.4% | 2,120 | $40K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $38K |
"% 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.