Wells Fargo & Company (wfc 4.375 Perp Cc)Preferred / convertible
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$18.19avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Wells Fargo & Company (wfc 4.375 Perp Cc) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($15K), ORG Partners LLC ($11K) and Lanark Financial, Inc. ($927).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $927 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 104 shares bought and 1,000 shares sold, net −896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| PNC Financial Services Group, Inc. | — | Add +6.6% | 851 | $15K |
| ORG Partners LLC | — | Reduce -63.1% | 584 | $11K |
| Lanark Financial, Inc. | — | New | 51 | $927 |
"% 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.