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

13F holders, Q2 2025 (June 30)
2holders
0new positions
0sold out
$17.75avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding Wells Fargo & Company (wfc 4.375 Perp Cc) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($28K) and PNC Financial Services Group, Inc. ($14K).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 252 shares sold, net −252 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 -24.0% 798 $14K

"% 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.