Institutional Ownership
Wells Fargo & 4.75 Pfd
CUSIP 94988U151PREFERRED STOCKWFC.4.75.PERP.ZQ1 2026
Institutional Holders
5
13F filers
Shares Held
65.7K
Aggregate institutional
Institutional Value
$1.25M
Q1 2026
Net New Holders
+0
2 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased0
Decreased3
Sold out2
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Keynote Financial Services LLC | 41.8K | $793.4K | −850 | Reduced |
| 2 | Quest Investment Management LLC | 11.7K | $220.6K | −325 | Reduced |
| 3 | Estabrook Capital Management | 6.0K | $114.0K | +6.0K | New |
| 4 | Pnc Financial Services Group, Inc. | 5.6K | $106.2K | −238 | Reduced |
| 5 | First Command Advisory Services, Inc. | 618 | $11.7K | +618 | New |