Wells Fargo & Company (wfc 4.7 Perp Aa)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders +1
1new positions
0sold out
$19.58avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Wells Fargo & Company (wfc 4.7 Perp Aa) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($411K), Lanark Financial, Inc. ($98K) and Thompson Investment Management, Inc. ($39K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $411K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 21,037 shares bought and 620 shares sold, net +20,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Mathes Company, Inc. | — | New | 21,000 | $411K |
| Lanark Financial, Inc. | — | Add +0.8% | 5,001 | $98K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $39K |
| PNC Financial Services Group, Inc. | — | Reduce -29.3% | 1,500 | $29K |
"% 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.