Wells Fargo & Company (wfc 5.625 Perp Y)Preferred / convertible
13F holders, Q4 2025 (December 31)5holders
0new positions
0sold out
$24.29avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Wells Fargo & Company (wfc 5.625 Perp Y) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Steigerwald, Gordon & Koch Inc. ($2.8M), Lanark Financial, Inc. ($60K) and PNC Financial Services Group, Inc. ($52K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1,225 shares bought and 1,823 shares sold, net −598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Steigerwald, Gordon & Koch Inc. | — | Reduce -1.5% | 115,991 | $2.8M |
| Lanark Financial, Inc. | — | Add +97.0% | 2,488 | $60K |
| PNC Financial Services Group, Inc. | — | Reduce -3.3% | 2,148 | $52K |
| ORG Partners LLC | — | No change | 1,976 | $48K |
| 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.