Wells Fargo & Company (wfc 4.25 Perp Dd)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$17.21avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Wells Fargo & Company (wfc 4.25 Perp Dd) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Lanark Financial, Inc. ($90K), Atlas Capital Advisors Inc. ($48K) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $90K |
| Exits | 1 | $38K |
All 13F filers, Q1 2025 → Q2 2025: 5,240 shares bought and 2,278 shares sold, net +2,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Lanark Financial, Inc. | — | New | 5,240 | $90K |
| Atlas Capital Advisors Inc. | — | No change | 2,775 | $48K |
| Thompson Investment Management, Inc. | — | No change | 2,000 | $35K |
| PNC Financial Services Group, Inc. | — | Reduce -22.5% | 492 | $8K |
"% 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.