Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / PERP PFD CNV A
-
Total 13F shares
-
25,793
-
Share change
-
+342
-
Total reported value
-
$31,277,534
-
Price per share
-
$1212.00
-
Number of holders
-
33
-
Value change
-
+$413,406
-
Number of buys
-
12
-
Number of sells
-
4
Institutional Holders of WELLS FARGO CO NEW - PERP PFD CNV A (WFCPRL) as of Q4 2025
As of 31 Dec 2025,
WELLS FARGO CO NEW - PERP PFD CNV A (WFCPRL) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,793 shares.
The largest 10 holders included
Stratos Wealth Partners, LTD., Hudson Capital Management LLC, Magnus Financial Group LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Asset Allocation & Management Company, LLC, SHRIER WEALTH MANAGEMENT, LLC, Central Pacific Bank - Trust Division, INCOME RESEARCH & MANAGEMENT, MeadowBrook Investment Advisors LLC, and Apollon Financial, LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.