Wells Fargo & Company (wfc 4.375 Perp Cc)Preferred / convertible
13F holders, Q1 2026 (March 31)3holders −1
1new positions
1sold out
$17.45avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Wells Fargo & Company (wfc 4.375 Perp Cc) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were McMillan Office, Inc. ($70K), PNC Financial Services Group, Inc. ($10K) and First Command Advisory Services, Inc. ($7K).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 1 | $887 |
All 13F filers, Q4 2025 → Q1 2026: 398 shares bought and 202 shares sold, net +196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| McMillan Office, Inc. | — | No change | 4,000 | $70K |
| PNC Financial Services Group, Inc. | — | Reduce -21.3% | 566 | $10K |
| First Command Advisory Services, Inc. | — | New | 398 | $7K |
"% 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.