Wells Fargo & Company (wfc 4.7 Perp Aa)Preferred / convertible
13F holders, Q4 2025 (December 31)6holders +2
1new positions
0sold out
$19.34avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Wells Fargo & Company (wfc 4.7 Perp Aa) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($406K), Cascades Capital Asset Management, LLC ($312K) and Lanark Financial, Inc. ($98K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $312K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 16,164 shares bought and 286 shares sold, net +15,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Mathes Company, Inc. | — | No change | 21,000 | $406K |
| Cascades Capital Asset Management, LLC | — | New | 16,125 | $312K |
| Lanark Financial, Inc. | — | Add +0.8% | 5,040 | $98K |
| McMillan Office, Inc. | — | — | 3,000 | $58K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $39K |
| PNC Financial Services Group, Inc. | — | Reduce -19.1% | 1,214 | $23K |
"% 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.