Wells Fargo & Company (wfc 4.25 Perp Dd)Preferred / convertible
13F holders, Q1 2024 (March 31)4holders
$19.43avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Wells Fargo & Company (wfc 4.25 Perp Dd) in their 13F filings. The largest holders were Atlas Capital Advisors Inc. ($54K), Thompson Investment Management, Inc. ($39K) and Towne Trust Company, N.A ($39K).
- Company
- Wells Fargo & Company (wfc 4.25 Perp Dd)
- CUSIP
- 95002Y400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $39K |
| Exits | 0 | $0 |
Ownership 4 holders
| Atlas Capital Advisors Inc. | — | No change | 2,775 | $54K |
| Thompson Investment Management, Inc. | — | New | 2,000 | $39K |
| Towne Trust Company, N.A | — | No change | 2,000 | $39K |
| Kelly Lawrence W & Associates Inc. | — | No change | 250 | $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.