Wells Fargo & Company (wfc 4.75 Perp Z)Preferred / convertible
13F holders, Q1 2026 (March 31)5holders −1
2new positions
2sold out
$18.98avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Wells Fargo & Company (wfc 4.75 Perp Z) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Keynote Financial Services LLC ($793K), Quest Investment Management LLC ($221K) and Estabrook Capital Management ($114K).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $126K |
| Exits | 2 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 6,618 shares bought and 174,554 shares sold, net −167,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Keynote Financial Services LLC | — | Reduce -2.0% | 41,758 | $793K |
| Quest Investment Management LLC | — | Reduce -2.7% | 11,692 | $221K |
| Estabrook Capital Management | — | New | 6,000 | $114K |
| PNC Financial Services Group, Inc. | — | Reduce -4.1% | 5,589 | $106K |
| First Command Advisory Services, Inc. | — | New | 618 | $12K |
"% 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.