Vault-13

WELLS FARGO CO NEW WFC 7.5 PERP L

PERP PFD CNV A · PUBLIC · CUSIP 949746804

257 institutional holders -9 vs Q1 2026
2,174,3182.2m shares reported held*
$2.6bnreported value*
12 new 72 added 70 reduced 19 sold out net bought ≈ $41.8m (+22.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($77.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $1199.04.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 233Q4 22: 242Q1 23: 241Q2 23: 234Q3 23: 237Q4 23: 247Q1 24: 255Q2 24: 254Q3 24: 260Q4 24: 260Q1 25: 268Q2 25: 276Q3 25: 255Q4 25: 268Q1 26: 266Q2 26: 257257Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022233
Q4 2022242
Q1 2023241
Q2 2023234
Q3 2023237
Q4 2023247
Q1 2024255
Q2 2024254
Q3 2024260
Q4 2024260
Q1 2025268
Q2 2025276
Q3 2025255
Q4 2025268
Q1 2026266
Q2 2026257

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 102 bought or addedQ3 24: 78 cut or sold outQ4 24: 91 bought or addedQ4 24: 103 cut or sold outQ4 24Q1 25: 95 bought or addedQ1 25: 99 cut or sold outQ2 25: 83 bought or addedQ2 25: 96 cut or sold outQ2 25Q3 25: 79 bought or addedQ3 25: 99 cut or sold outQ4 25: 98 bought or addedQ4 25: 86 cut or sold outQ4 25Q1 26: 91 bought or addedQ1 26: 93 cut or sold outQ2 26: 84 bought or addedQ2 26: 89 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410278
Q4 202491103
Q1 20259599
Q2 20258396
Q3 20257999
Q4 20259886
Q1 20269193
Q2 20268489

Biggest buyers

Verition Fund Management LLC Added +12,735,000+12.7m
First Eagle Investment Management, LLC Added +25,741+25.7k
STATE STREET CORP Added +9,600+9.6k
CAMDEN ASSET MANAGEMENT L P /CA Added +9,539+9.5k
VOYA INVESTMENT MANAGEMENT LLC Added +6,230+6.2k
VICTORY CAPITAL MANAGEMENT INC Added +5,524+5.5k
ICON ADVISERS INC/CO New +5,383+5.4k
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC Added +4,137+4.1k
ADVENT CAPITAL MANAGEMENT /DE/ Added +3,858+3.9k
Cambridge Investment Research Advisors, Inc. Added +3,392+3.4k

Biggest sellers

BlackRock, Inc. Reduced -22,950-22.9k
RATIONAL ADVISORS, INC. Reduced -8,200-8.2k
MORGAN STANLEY Reduced -4,506-4.5k
JANE STREET GROUP, LLC Sold out -3,406-3.4k
PALISADE CAPITAL MANAGEMENT, LP Reduced -3,178-3.2k
FIRST MANHATTAN CO. LLC. Reduced -2,925-2.9k
ALLIANCEBERNSTEIN L.P. Reduced -2,732-2.7k
STONEBRIDGE ADVISORS LLC Reduced -1,913-1.9k
FMR LLC Reduced -1,768-1.8k
WELLINGTON MANAGEMENT GROUP LLP Reduced -1,726-1.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Verition Fund Management LLC 0.16% of their portfolio GREENWICH, CT 19,129,00019.1m $22.2m $22.2m 0.16% Added +12.7m +12,735,000
2 VOYA INVESTMENT MANAGEMENT LLC 0.58% of their portfolio ATLANTA, GA 574,721574.7k $665.0m $665.0m 0.58% Added +6.2k +6,230
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 270,223270.2k $312.6m $312.6m 0.00% Reduced -22.9k -22,950
4 FIRST TRUST ADVISORS LP 0.11% of their portfolio Wheaton, IL 158,555158.6k $183.4m $183.4m 0.11% Unchanged
5 ADVENT CAPITAL MANAGEMENT /DE/ 4.02% of their portfolio NEW YORK, NY 152,080152.1k $176.6m $176.6m 4.02% Added +3.9k +3,858
6 VICTORY CAPITAL MANAGEMENT INC 0.05% of their portfolio San Antonio, TX 74,02674.0k $85.6m $85.6m 0.05% Added +5.5k +5,524
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 59,85859.9k $69.3m $69.3m 0.00% Added +9.6k +9,600
8 STONEBRIDGE ADVISORS LLC 83.27% of their portfolio WILTON, CT 59,74459.7k $69.1m $69.1m 83.27% Reduced -1.9k -1,913
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio Toronto, A6 56,50056.5k $65.6m $65.6m 0.05% Reduced -1.0k -1,040
10 Allianz Asset Management GmbH 0.06% of their portfolio MUNICH, 2M 53,94053.9k $62.4m $62.4m 0.06% Unchanged
11 First Eagle Investment Management, LLC 0.05% of their portfolio NEW YORK, NY 51,48251.5k $59.6m $59.6m 0.05% Added +25.7k +25,741
12 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% of their portfolio CAUSEWAY BAY, K3 46,73146.7k $54.1m $54.1m 0.06% Reduced -196 -196
13 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 46,01446.0k $53.2m $53.2m 0.00% Added +89 +89
14 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 45,28845.3k $52.4m $52.4m 0.01% Reduced -1.0k -1,032
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 41,96842.0k $48.6m $48.6m 0.00% Reduced -4.5k -4,506
16 FMR LLC 0.00% of their portfolio BOSTON, MA 41,07441.1k $47.5m $47.5m 0.00% Reduced -1.8k -1,768
17 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 34,20734.2k $39.6m $39.6m 0.01% Reduced -1.7k -1,726
18 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 30,88430.9k $35.7m $35.7m 0.06% Added +959 +959
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 28,52828.5k $33.0m $33.0m 0.00% Reduced -326 -326
20 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 25,92225.9k $30.0m $30.0m 0.03% Added +892 +892
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 18,26618.3k $21.1m $21.1m 0.00% Reduced -691 -691
22 SSI INVESTMENT MANAGEMENT LLC 1.13% of their portfolio Los Angeles, CA 16,77416.8k $19.4m $19.4m 1.13% Reduced -1.7k -1,658
23 PIER 88 INVESTMENT PARTNERS LLC 4.48% of their portfolio SAN FRANCISCO, CA 16,28016.3k $18.8m $18.8m 4.48% Added +2.7k +2,700
24 MacKay Shields LLC 0.57% of their portfolio New York, NY 14,74814.7k $17.1m $17.1m 0.57% Reduced -12 -12
25 NEW ENGLAND ASSET MANAGEMENT INC 1.78% of their portfolio FARMINGTON, CT 13,27513.3k $15.4m $15.4m 1.78% Unchanged
26 Galvin, Gaustad & Stein, LLC 1.13% of their portfolio Scottsdale, AZ 13,26613.3k $15.3m $15.3m 1.13% Added +276 +276
27 KCM INVESTMENT ADVISORS LLC 0.37% of their portfolio GREENBRAE, CA 10,88710.9k $12.6m $12.6m 0.37% Reduced -229 -229
28 CAMDEN ASSET MANAGEMENT L P /CA 0.36% of their portfolio Los Angeles, CA 10,59410.6k $12.3m $12.3m 0.36% Added +9.5k +9,539
29 Stratos Wealth Partners, LTD. 0.11% of their portfolio BEACHWOOD, OH 9,7389.7k $11.3m $11.3m 0.11% Added +383 +383
30 COHEN & STEERS, INC. 0.02% of their portfolio NEW YORK, NY 9,3869.4k $10.9m $10.9m 0.02% Unchanged
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,1189.1k $10.5m $10.5m 0.00% Added +177 +177
32 CRAWFORD INVESTMENT COUNSEL INC 0.16% of their portfolio ATLANTA, GA 8,4658.5k $9.8m $9.8m 0.16% Reduced -31 -31
33 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.67% of their portfolio NEWPORT BEACH, CA 8,2948.3k $9.8m $9.8m 0.67% Added +4.1k +4,137
34 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 8,2538.3k $9.5m $9.5m 0.00% Added +34 +34
35 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 8,2078.2k $9.5m $9.5m 0.01% Reduced -1.1k -1,065
36 RATIONAL ADVISORS, INC. 0.87% of their portfolio San Juan, PR 8,2008.2k $9.5m $9.5m 0.87% Reduced -8.2k -8,200
37 RB Capital Management, LLC 1.85% of their portfolio RENO, NV 8,1678.2k $9.4m $9.4m 1.85% Reduced -79 -79
38 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 8,1248.1k $9.4m $9.4m 0.00% Added +19 +19
39 CONNING INC. 0.26% of their portfolio HARTFORD, CT 7,4907.5k $8.7m $8.7m 0.26% Unchanged
40 LORD, ABBETT & CO. LLC 0.02% of their portfolio JERSEY CITY, NJ 6,9126.9k $8.0m $8.0m 0.02% Reduced -169 -169
41 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 6,9006.9k $8.0m $8.0m 0.01% Added +3.4k +3,392
42 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 6,8896.9k $8.0m $8.0m 0.03% Added +199 +199
43 Phraction Management LLC 1.82% of their portfolio COLCHESTER, CT 6,5226.5k $7.5m $7.5m 1.82% Added +85 +85
44 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 6,1336.1k $7.1m $7.1m 0.01% Added +288 +288
45 Penn Mutual Asset Management 35.62% of their portfolio Conshohocken, PA 6,0006.0k $6.9m $6.9m 35.62% Unchanged
46 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 5,9045.9k $6.8m $6.8m 0.01% Added +1.0k +1,000
47 ICON ADVISERS INC/CO 1.17% of their portfolio GREENWOOD VILLAGE, CO 5,3835.4k $6.2m $6.2m 1.17% New
48 Ameritas Advisory Services, LLC 0.12% of their portfolio Lincoln, NE 5,0955.1k $5.9m $5.9m 0.12% Added +1.3k +1,295
49 Hudson Capital Management LLC 1.42% of their portfolio RAMSEY, NJ 5,0665.1k $5.9m $5.9m 1.42% Added +88 +88
50 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 5,0495.0k $5.8m $5.8m 0.00% Reduced -2.7k -2,732
51 WHALEROCK POINT PARTNERS, LLC 0.99% of their portfolio West Palm Beach, FL 5,0255.0k $5.8m $5.8m 0.99% Reduced -110 -110
52 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 5,0135.0k $5.8m $5.8m 0.00% Unchanged
53 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,5424.5k $5.3m $5.3m 0.00% Reduced -75 -75
54 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 4,4734.5k $5.2m $5.2m 0.01% Reduced -2.9k -2,925
55 LAFFER TENGLER INVESTMENTS, INC. 0.66% of their portfolio Scottsdale, AZ 4,4514.5k $5.2m $5.2m 0.66% Added +22 +22
56 PALISADE CAPITAL MANAGEMENT, LP 0.22% of their portfolio FORT LEE, NJ 4,4204.4k $5.1m $5.1m 0.22% Reduced -3.2k -3,178
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 3,9313.9k $4.5m $4.5m 0.00% Added +102 +102
58 Seven Springs Wealth Group, LLC 0.92% of their portfolio BRENTWOOD, TN 3,6283.6k $4.2m $4.2m 0.92% Added +279 +279
59 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 3,6173.6k $4.2m $4.2m 0.01% Added +14 +14
60 LM Advisors LLC 0.46% of their portfolio SAN DIEGO, CA 3,4583.5k $4.0m $4.0m 0.46% Reduced -536 -536
61 Spectrum Asset Management, Inc. 5.71% of their portfolio STAMFORD, CT 3,4373.4k $4.0m $4.0m 5.71% Unchanged
62 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 3,3663.4k $3.9m $3.9m 0.00% Added +810 +810
63 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 3,3243.3k $3.8m $3.8m 0.00% Reduced -230 -230
64 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 3,2623.3k $3.8m $3.8m 0.03% Reduced -123 -123
65 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 3,2033.2k $3.7m $3.7m 0.00% Added +190 +190
66 NORRIS PERNE & FRENCH LLP/MI 0.15% of their portfolio GRAND RAPIDS, MI 3,0733.1k $3.6m $3.6m 0.15% Reduced -447 -447
67 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.14% of their portfolio BLOOMFIELD HILLS, MI 2,9132.9k $3.4m $3.4m 0.14% Added +5 +5
68 Edgemoor Investment Advisors, Inc. 0.23% of their portfolio BETHESDA, MD 2,9012.9k $3.4m $3.4m 0.23% Reduced -36 -36
69 AEGON USA Investment Management, LLC 2.39% of their portfolio CEDAR RAPIDS, IA 2,8702.9k $3.3m $3.3m 2.39% Unchanged
70 Keystone Financial Group 0.18% of their portfolio LEXINGTON, KY 2,6272.6k $3.0m $3.0m 0.18% Unchanged
71 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 2,4852.5k $2.9m $2.9m 0.01% Reduced -82 -82
72 CHILTON INVESTMENT CO INC. 0.07% of their portfolio STAMFORD, CT 2,3792.4k $2.8m $2.8m 0.07% Added +115 +115
73 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 2,3392.3k $2.7m $2.7m 0.01% Added +1.7k +1,706
74 Curi Capital, LLC 0.04% of their portfolio CHICAGO, IL 2,3312.3k $2.7m $2.7m 0.04% Added +40 +40
75 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,2712.3k $2.6m $2.6m 0.00% Unchanged
76 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 2,2652.3k $2.6m $2.6m 0.00% Added +1.4k +1,442
77 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,0712.1k $2.4m $2.4m 0.00% Added +270 +270
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 2,0662.1k $2.4m $2.4m 0.00% Added +237 +237
79 Calamos Advisors LLC 0.01% of their portfolio NAPERVILLE, IL 2,0632.1k $2.4m $2.4m 0.01% Unchanged
80 SUMMITRY LLC 0.08% of their portfolio Foster City, CA 2,0532.1k $2.4m $2.4m 0.08% Reduced -7 -7
81 JRM Investment Counsel, LLC 0.53% of their portfolio OMAHA, NE 1,8811.9k $2.2m $2.2m 0.53% Added +31 +31
82 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 1,7401.7k $2.0m $2.0m 0.00% Unchanged
83 EVERETT HARRIS & CO /CA/ 0.02% of their portfolio LOS ANGELES, CA 1,5851.6k $1.8m $1.8m 0.02% New
84 McHugh Group, LLC 0.94% of their portfolio Bratenahl, OH 1,5841.6k $1.8m $1.8m 0.94% Unchanged
85 SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio London, X0 1,5261.5k $1.8m $1.8m 0.00% Unchanged
86 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,5241.5k $1.8m $1.8m 0.00% Reduced -34 -34
87 Wilmington Savings Fund Society, FSB 0.04% of their portfolio WILMINGTON, DE 1,4941.5k $1.7m $1.7m 0.04% Unchanged
88 Cannell & Spears LLC 0.03% of their portfolio NEW YORK, NY 1,4621.5k $1.7m $1.7m 0.03% Reduced -119 -119
89 MONTAG A & ASSOCIATES INC 0.07% of their portfolio ATLANTA, GA 1,4041.4k $1.6m $1.6m 0.07% Reduced -50 -50
90 Bowie Capital Management, LLC 0.08% of their portfolio Richardson, TX 1,4001.4k $1.6m $1.6m 0.08% Unchanged
91 AGF MANAGEMENT LTD 0.01% of their portfolio TORONTO, A6 1,3001.3k $1.5m $1.5m 0.01% Unchanged
92 WHITTIER TRUST CO OF NEVADA INC 0.03% of their portfolio RENO, NV 1,2981.3k $1.5m $1.5m 0.03% Added +164 +164
93 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 1,2831.3k $1.5m $1.5m 0.00% Reduced -161 -161
94 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 1,2541.3k $1.5m $1.5m 0.00% Reduced -13 -13
95 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,2381.2k $1.4m $1.4m 0.00% Reduced -10 -10
96 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 1,2361.2k $1.4m $1.4m 0.01% Added +322 +322
97 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 1,2191.2k $1.4m $1.4m 0.02% Reduced -12 -12
98 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 1,1911.2k $1.4m $1.4m 0.01% Reduced -21 -21
99 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 1,1651.2k $1.3m $1.3m 0.01% Reduced -57 -57
100 WITTENBERG INVESTMENT MANAGEMENT, INC. 0.46% of their portfolio CARLISLE, MA 1,1581.2k $1.3m $1.3m 0.46% Unchanged