Vault-13

WELLS FARGO & CO DEP CL A PFD WFC 4.25 PERP DD

PFD · PUBLIC · CUSIP 95002Y400

4 institutional holders +0 vs Q3 2024
15,19015.2k shares reported held*
$276.9kreported value*
1 new 1 added 0 reduced 1 sold out net bought ≈ $149.0k (+8.2k 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 ≈ $18.23.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 2Q4 22: 1Q1 23: 1Q2 23: 4Q3 23: 1Q4 23: 3Q1 24: 4Q2 24: 4Q3 24: 4Q4 24: 44Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 20222
Q4 20221
Q1 20231
Q2 20234
Q3 20231
Q4 20233
Q1 20244
Q2 20244
Q3 20244
Q4 20244

Buyers vs sellers

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

Bought or addedCut or sold out
404Q1 23: 0 bought or addedQ1 23: 0 cut or sold outQ2 23: 2 bought or addedQ2 23: 0 cut or sold outQ2 23Q3 23: 0 bought or addedQ3 23: 3 cut or sold outQ4 23: 2 bought or addedQ4 23: 0 cut or sold outQ4 23Q1 24: 1 bought or addedQ1 24: 0 cut or sold outQ2 24: 1 bought or addedQ2 24: 1 cut or sold outQ2 24Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ4 24: 2 bought or addedQ4 24: 1 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202300
Q2 202320
Q3 202303
Q4 202320
Q1 202410
Q2 202411
Q3 202411
Q4 202421

Biggest buyers

Arlington Trust Co LLC New +10,000+10.0k
PNC Financial Services Group, Inc. Added +174+174

Biggest sellers

Towne Trust Company, N.A Sold out -2,000-2.0k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Arlington Trust Co LLC 0.04% of their portfolio BIRMINGHAM, AL 10,00010.0k $182.3k $182.3k 0.04% New
2 ATLAS CAPITAL ADVISORS INC. 0.01% of their portfolio JACKSON, WY 2,7752.8k $50.6k $50.6k 0.01% Unchanged
3 THOMPSON INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MADISON, WI 2,0002.0k $36.5k $36.5k 0.01% Unchanged
4 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 415415 $7.6k $7.6k 0.00% Added +174 +174