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

13F holders, Q3 2025 (September 30)
3holders −1
0new positions
0sold out
$17.77avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding Wells Fargo & Company (wfc 4.25 Perp Dd) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Lanark Financial, Inc. ($93K), Thompson Investment Management, Inc. ($36K) and PNC Financial Services Group, Inc. ($8K).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 43 shares sold, net −43 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Lanark Financial, Inc. — No change 5,240 $93K
Thompson Investment Management, Inc. — No change 2,000 $36K
PNC Financial Services Group, Inc. — Reduce -8.7% 449 $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.