Wells Fargo & Company (wfc 4.75 Perp Z)Preferred / convertible
13F holders, Q1 2025 (March 31)4holders −1
1new positions
2sold out
$19.87avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Wells Fargo & Company (wfc 4.75 Perp Z) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Marshall Wace, LLP ($2.1M), ORG Partners LLC ($507K) and Keynote Financial Services LLC ($479K).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.1M |
| Exits | 2 | $133K |
All 13F filers, Q4 2024 → Q1 2025: 106,340 shares bought and 6,500 shares sold, net +99,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Marshall Wace, LLP | — | New | 103,484 | $2.1M |
| ORG Partners LLC | — | No change | 25,750 | $507K |
| Keynote Financial Services LLC | — | Add +9.1% | 24,050 | $479K |
| PNC Financial Services Group, Inc. | — | Add +14.7% | 6,667 | $133K |
"% 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.