Vault-13

WELLS FARGO & COMPANY WFC 4.75 PERP Z

PREFERRED STOCK · PUBLIC · CUSIP 94988U151

3 institutional holders -2 vs Q1 2026
50,27150.3k shares reported held*
$939.1kreported value*
0 new 0 added 2 reduced 2 sold out net sold ≈ $287.4k (-15.4k 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. Holder counts are more reliable. Implied quarter-end price ≈ $18.68.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 6Q4 22: 4Q1 23: 3Q2 23: 2Q3 23: 2Q4 23: 2Q1 24: 3Q2 24: 4Q3 24: 5Q4 24: 5Q1 25: 4Q2 25: 5Q3 25: 6Q4 25: 6Q1 26: 5Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20226
Q4 20224
Q1 20233
Q2 20232
Q3 20232
Q4 20232
Q1 20243
Q2 20244
Q3 20245
Q4 20245
Q1 20254
Q2 20255
Q3 20256
Q4 20256
Q1 20265
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
505Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ4 24: 1 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 2 cut or sold outQ2 25: 3 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 2 cut or sold outQ4 25: 1 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 5 cut or sold outQ2 26: 0 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202411
Q1 202532
Q2 202533
Q3 202522
Q4 202513
Q1 202625
Q2 202604

Biggest buyers

None

Biggest sellers

QUEST INVESTMENT MANAGEMENT LLC Sold out -11,692-11.7k
KEYNOTE FINANCIAL SERVICES LLC Reduced -3,075-3.1k
First Command Advisory Services, Inc. Sold out -618-618
PNC Financial Services Group, Inc. Reduced -1-1

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KEYNOTE FINANCIAL SERVICES LLC 0.34% of their portfolio VERNON, CT 38,68338.7k $722.6k $722.6k 0.34% Reduced -3.1k -3,075
2 Estabrook Capital Management 0.02% of their portfolio NEW YORK, NY 6,0006.0k $112.1k $112.1k 0.02% Unchanged
3 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,5885.6k $104.4k $104.4k 0.00% Reduced -1 -1