Wells Fargo & Company (wfc 5.625 Perp Y)Preferred / convertible
13F holders, Q2 2024 (June 30)4holders
0new positions
0sold out
$23.46avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Wells Fargo & Company (wfc 5.625 Perp Y) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($45K), Atlas Capital Advisors Inc. ($17K) and Boyd Watterson Asset Management LLC ($2K).
- 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 6 shares bought, net +6 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| PNC Financial Services Group, Inc. | — | Add +0.3% | 1,901 | $45K |
| Atlas Capital Advisors Inc. | — | No change | 730 | $17K |
| Boyd Watterson Asset Management LLC | — | No change | 100 | $2K |
| ORG Partners LLC | — | No change | 26 | $610 |
"% 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.