Wells Fargo & Company (wfc 4.75 Perp Z)Preferred / convertible
13F holders, Q4 2024 (December 31)5holders
0new positions
0sold out
$20.40avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Wells Fargo & Company (wfc 4.75 Perp Z) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($525K), Keynote Financial Services LLC ($450K) and Arlington Trust Co LLC ($131K).
- 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 11,750 shares bought and 546 shares sold, net +11,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| ORG Partners LLC | — | Add +83.9% | 25,750 | $525K |
| Keynote Financial Services LLC | — | No change | 22,050 | $450K |
| Arlington Trust Co LLC | — | No change | 6,400 | $131K |
| PNC Financial Services Group, Inc. | — | Reduce -8.6% | 5,811 | $119K |
| Tucker Asset Management LLC | — | No change | 100 | $2K |
"% 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.