Wells Fargo & Company (wfc 4.75 Perp Z)Preferred / convertible
13F holders, Q2 2024 (June 30)4holders +2
2new positions
0sold out
$20.41avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Wells Fargo & Company (wfc 4.75 Perp Z) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Keynote Financial Services LLC ($450K), Arlington Trust Co LLC ($131K) and PNC Financial Services Group, Inc. ($127K).
- 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $581K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 28,450 shares bought and 614 shares sold, net +27,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Keynote Financial Services LLC | — | New | 22,050 | $450K |
| Arlington Trust Co LLC | — | New | 6,400 | $131K |
| PNC Financial Services Group, Inc. | — | Reduce -9.0% | 6,213 | $127K |
| Tucker Asset Management LLC | — | No change | 255 | $5K |
"% 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.