Wells Fargo & Company (wfc 5.625 Perp Y)Preferred / convertible
13F holders, Q1 2026 (March 31)5holders
3new positions
3sold out
$23.53avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Wells Fargo & Company (wfc 5.625 Perp Y) in their 13F filings, unchanged from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Estabrook Capital Management ($47K), PNC Financial Services Group, Inc. ($43K) and Leo H. Evart, Inc. ($12K).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $56K |
| Exits | 3 | $2.9M |
All 13F filers, Q4 2025 → Q1 2026: 2,398 shares bought and 118,879 shares sold, net −116,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Estabrook Capital Management | — | New | 2,000 | $47K |
| PNC Financial Services Group, Inc. | — | Reduce -14.0% | 1,848 | $43K |
| Leo H. Evart, Inc. | — | — | 500 | $12K |
| First Command Advisory Services, Inc. | — | New | 372 | $9K |
| Ascentis Independent Advisors | — | New | 26 | $611 |
"% 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.