Wells Fargo & Company (wfc 5.625 Perp Y)Preferred / convertible
13F holders, Q1 2025 (March 31)4holders
0new positions
0sold out
$23.23avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Wells Fargo & Company (wfc 5.625 Perp Y) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($56K), ORG Partners LLC ($46K) and Atlas Capital Advisors Inc. ($17K).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 50 shares bought and 31 shares sold, net +19 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| PNC Financial Services Group, Inc. | — | Reduce -1.3% | 2,394 | $56K |
| ORG Partners LLC | — | Add +2.6% | 1,976 | $46K |
| Atlas Capital Advisors Inc. | — | No change | 730 | $17K |
| Boyd Watterson Asset Management LLC | — | No change | 100 | $2K |
"% 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.