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

13F holders, Q4 2025 (December 31)
4holders +1
0new positions
0sold out
$18.12avg. 13F price*

At the end of Q4 2025, 4 institutions reported holding Wells Fargo & Company (wfc 4.375 Perp Cc) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were McMillan Office, Inc. ($72K), PNC Financial Services Group, Inc. ($13K) and ORG Partners LLC ($11K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 134 shares sold, net −134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

McMillan Office, Inc. — — 4,000 $72K
PNC Financial Services Group, Inc. — Reduce -15.5% 719 $13K
ORG Partners LLC — No change 584 $11K
Lanark Financial, Inc. — Reduce -3.9% 49 $887

"% 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.