Wells Fargo & Company (wfc 4.75 Perp Z)Preferred / convertible
13F holders, Q4 2025 (December 31)6holders
0new positions
0sold out
$19.49avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Wells Fargo & Company (wfc 4.75 Perp Z) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Steigerwald, Gordon & Koch Inc. ($3.4M), Keynote Financial Services LLC ($830K) and Quest Investment Management LLC ($233K).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 4,925 shares bought and 5,772 shares sold, net −847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Steigerwald, Gordon & Koch Inc. | — | Reduce -0.9% | 173,067 | $3.4M |
| Keynote Financial Services LLC | — | Add +13.1% | 42,608 | $830K |
| Quest Investment Management LLC | — | No change | 12,017 | $233K |
| ORG Partners LLC | — | Reduce -34.0% | 7,750 | $151K |
| PNC Financial Services Group, Inc. | — | Reduce -4.1% | 5,827 | $114K |
| 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.