Wells Fargo & Company (wfc 5.625 Perp Y)Preferred / convertible
13F holders, Q2 2025 (June 30)5holders +1
1new positions
0sold out
$23.28avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Wells Fargo & Company (wfc 5.625 Perp Y) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($52K), ORG Partners LLC ($46K) and Lanark Financial, Inc. ($20K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $20K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 863 shares bought and 143 shares sold, net +720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| PNC Financial Services Group, Inc. | — | Reduce -6.0% | 2,251 | $52K |
| ORG Partners LLC | — | No change | 1,976 | $46K |
| Lanark Financial, Inc. | — | New | 863 | $20K |
| 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.