Institutional Ownership
Wells Fargo 5.625 Pfd
CUSIP 94988U656PREFERRED STOCKWFC.5.625.PERP.YQ1 2026
Institutional Holders
5
13F filers
Shares Held
4.7K
Aggregate institutional
Institutional Value
$111.7K
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased0
Decreased1
Sold out3
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Estabrook Capital Management | 2.0K | $47.1K | +2.0K | New |
| 2 | Pnc Financial Services Group, Inc. | 1.8K | $43.5K | −300 | Reduced |
| 3 | Leo H. Evart, Inc. | 500 | $11.8K | +500 | First Filing |
| 4 | First Command Advisory Services, Inc. | 372 | $8.8K | +372 | New |
| 5 | Ascentis Independent Advisors | 26 | $611 | +26 | New |