Wells Fargo & Company (wfc 5.625 Perp Y)Preferred / convertible
13F holders, Q3 2025 (September 30)5holders
1new positions
0sold out
$24.80avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Wells Fargo & Company (wfc 5.625 Perp Y) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Steigerwald, Gordon & Koch Inc. ($2.9M), PNC Financial Services Group, Inc. ($55K) and ORG Partners LLC ($49K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.9M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 118,141 shares bought and 30 shares sold, net +118,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Steigerwald, Gordon & Koch Inc. | — | New | 117,741 | $2.9M |
| PNC Financial Services Group, Inc. | — | Reduce -1.3% | 2,221 | $55K |
| ORG Partners LLC | — | No change | 1,976 | $49K |
| Lanark Financial, Inc. | — | Add +46.4% | 1,263 | $31K |
| 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.