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

13F holders, Q1 2026 (March 31)
3holders
1new positions
1sold out
$17.25avg. 13F price*

At the end of Q1 2026, 3 institutions reported holding Wells Fargo & Company (wfc 4.25 Perp Dd) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Thompson Investment Management, Inc. ($35K), PNC Financial Services Group, Inc. ($7K) and First Command Advisory Services, Inc. ($4K).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$4K
Exits1$93K

All 13F filers, Q4 2025 → Q1 2026: 241 shares bought and 5,237 shares sold, net −4,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Thompson Investment Management, Inc. — No change 2,000 $35K
PNC Financial Services Group, Inc. — No change 387 $7K
First Command Advisory Services, Inc. — New 241 $4K

"% 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.