Wells Fargo & Company (wfc 4.75 Perp Z)Preferred / convertible
13F holders, Q2 2026 (June 30)3holders −2
0new positions
2sold out
$18.68avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Wells Fargo & Company (wfc 4.75 Perp Z) in their 13F filings, down 2 from Q1 2026. 0 opened new positions and 2 sold out. The largest holders were Keynote Financial Services LLC ($723K), Estabrook Capital Management ($112K) and PNC Financial Services Group, Inc. ($104K).
- Company
- Wells Fargo & Company (wfc 4.75 Perp Z)
- CUSIP
- 94988U151
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $232K |
All 13F filers, Q1 2026 → Q2 2026: 15,386 shares sold, net −15,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Keynote Financial Services LLC | — | Reduce -7.4% | 38,683 | $723K |
| Estabrook Capital Management | — | No change | 6,000 | $112K |
| PNC Financial Services Group, Inc. | — | Reduce -0.0% | 5,588 | $104K |
"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC 4.75 PERP Z)'s weight in each manager's 13F, not the share of Wells Fargo & Company (wfc 4.75 Perp Z) the manager owns.