Wells Fargo & Company (wfc 4.375 Perp Cc)Preferred / convertible

13F holders, Q2 2026 (June 30)
3holders
1new positions
1sold out
$17.12avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Wells Fargo & Company (wfc 4.375 Perp Cc) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were McMillan Office, Inc. ($69K), Ramirez Asset Management, Inc. ($34K) and PNC Financial Services Group, Inc. ($10K).

Company
Wells Fargo & Company (wfc 4.375 Perp Cc)
CUSIP
95002Y202
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 1Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$34K
Exits1$7K

All 13F filers, Q1 2026 → Q2 2026: 2,003 shares bought and 398 shares sold, net +1,605 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

McMillan Office, Inc. — No change 4,000 $69K
Ramirez Asset Management, Inc. — New 2,000 $34K
PNC Financial Services Group, Inc. — Add +0.5% 569 $10K

"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC 4.375 PERP CC)'s weight in each manager's 13F, not the share of Wells Fargo & Company (wfc 4.375 Perp Cc) the manager owns.