Wells Fargo & Company (wfc 5.625 Perp Y)Preferred / convertible
13F holders, Q2 2026 (June 30)3holders −2
0new positions
2sold out
$22.62avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Wells Fargo & Company (wfc 5.625 Perp Y) in their 13F filings, down 2 from Q1 2026. 0 opened new positions and 2 sold out. The largest holders were Estabrook Capital Management ($45K), PNC Financial Services Group, Inc. ($41K) and Leo H. Evart, Inc. ($11K).
- Company
- Wells Fargo & Company (wfc 5.625 Perp Y)
- CUSIP
- 94988U656
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $9K |
All 13F filers, Q1 2026 → Q2 2026: 423 shares sold, net −423 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Estabrook Capital Management | — | No change | 2,000 | $45K |
| PNC Financial Services Group, Inc. | — | Reduce -1.4% | 1,823 | $41K |
| Leo H. Evart, Inc. | — | No change | 500 | $11K |
"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC 5.625 PERP Y)'s weight in each manager's 13F, not the share of Wells Fargo & Company (wfc 5.625 Perp Y) the manager owns.