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

13F holders, Q3 2024 (September 30)
3holders +1
1new positions
0sold out
$20.76avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding Wells Fargo & Company (wfc 4.375 Perp Cc) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Arlington Trust Co LLC ($260K), PNC Financial Services Group, Inc. ($19K) and ORG Partners LLC ($12K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$12K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 584 shares bought and 20 shares sold, net +564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Arlington Trust Co LLC — No change 12,500 $260K
PNC Financial Services Group, Inc. — Reduce -2.1% 927 $19K
ORG Partners LLC — New 584 $12K

"% 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.