Wells Fargo & Company (wfc 4.25 Perp Dd)Preferred / convertible

13F holders, Q2 2026 (June 30)
3holders
1new positions
1sold out
$16.72avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Wells Fargo & Company (wfc 4.25 Perp Dd) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Ramirez Asset Management, Inc. ($67K), Thompson Investment Management, Inc. ($34K) and PNC Financial Services Group, Inc. ($5K).

Company
Wells Fargo & Company (wfc 4.25 Perp Dd)
CUSIP
95002Y400
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 3Q3 2025Q4 2025: 3Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$67K
Exits1$4K

All 13F filers, Q1 2026 → Q2 2026: 4,000 shares bought and 322 shares sold, net +3,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Ramirez Asset Management, Inc. — New 4,000 $67K
Thompson Investment Management, Inc. — No change 2,000 $34K
PNC Financial Services Group, Inc. — Reduce -20.9% 306 $5K

"% of holder's portfolio" is WELLS FARGO & COMPANY (WFC 4.25 PERP DD)'s weight in each manager's 13F, not the share of Wells Fargo & Company (wfc 4.25 Perp Dd) the manager owns.