Wells Fargo & Company (wfc 4.75 Perp Z)Preferred / convertible
13F holders, Q2 2025 (June 30)5holders +1
2new positions
1sold out
$19.08avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Wells Fargo & Company (wfc 4.75 Perp Z) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Keynote Financial Services LLC ($612K), ORG Partners LLC ($322K) and Quest Investment Management LLC ($230K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $231K |
| Exits | 1 | $2.1M |
All 13F filers, Q1 2025 → Q2 2025: 20,191 shares bought and 112,967 shares sold, net −92,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Keynote Financial Services LLC | — | Add +33.7% | 32,150 | $612K |
| ORG Partners LLC | — | Reduce -35.0% | 16,750 | $322K |
| Quest Investment Management LLC | — | New | 12,017 | $230K |
| PNC Financial Services Group, Inc. | — | Reduce -7.2% | 6,184 | $118K |
| Lanark Financial, Inc. | — | New | 74 | $1K |
"% 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.