Wells Fargo & Company (wfc 4.375 Perp Cc)Preferred / convertible
13F holders, Q1 2025 (March 31)2holders −1
0new positions
1sold out
$17.94avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Wells Fargo & Company (wfc 4.375 Perp Cc) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($28K) and PNC Financial Services Group, Inc. ($19K).
- Company
- Wells Fargo & Company (wfc 4.375 Perp Cc)
- CUSIP
- 95002Y202
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $236K |
All 13F filers, Q4 2024 → Q1 2025: 12,549 shares sold, net −12,549 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| ORG Partners LLC | — | No change | 1,584 | $28K |
| PNC Financial Services Group, Inc. | — | Reduce -4.5% | 1,050 | $19K |
"% 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.