Wells Fargo & Company (wfc 4.25 Perp Dd)Preferred / convertible
13F holders, Q1 2025 (March 31)4holders
1new positions
1sold out
$17.68avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Wells Fargo & Company (wfc 4.25 Perp Dd) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Atlas Capital Advisors Inc. ($49K), Asset Planning,Inc ($38K) and Thompson Investment Management, Inc. ($35K).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $38K |
| Exits | 1 | $182K |
All 13F filers, Q4 2024 → Q1 2025: 2,355 shares bought and 10,000 shares sold, net −7,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Atlas Capital Advisors Inc. | — | No change | 2,775 | $49K |
| Asset Planning,Inc | — | New | 2,135 | $38K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $35K |
| PNC Financial Services Group, Inc. | — | Add +53.0% | 635 | $11K |
"% 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.