Wells Fargo & Company (wfc 4.75 Perp Z)Preferred / convertible
13F holders, Q3 2025 (September 30)6holders +1
1new positions
0sold out
$19.58avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Wells Fargo & Company (wfc 4.75 Perp Z) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Steigerwald, Gordon & Koch Inc. ($3.4M), Keynote Financial Services LLC ($744K) and Quest Investment Management LLC ($238K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3.4M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 180,121 shares bought and 5,106 shares sold, net +175,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Steigerwald, Gordon & Koch Inc. | — | New | 174,588 | $3.4M |
| Keynote Financial Services LLC | — | Add +17.2% | 37,683 | $744K |
| Quest Investment Management LLC | — | No change | 12,017 | $238K |
| ORG Partners LLC | — | Reduce -29.9% | 11,750 | $192K |
| PNC Financial Services Group, Inc. | — | Reduce -1.7% | 6,078 | $120K |
| Lanark Financial, Inc. | — | No change | 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.