DOSSIER · 13F Holders · Q3 2026
WFC 4.75 PERP Z

WELLS FARGO & 4.75 PFD

6 institutions still hold WELLS FARGO & 4.75 PFD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 94988U151·6 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
6
filers reporting
Concentration
65.41%
KEYNOTE FINANCIAL SERVICES LLC #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported WFC 4.75 PERP Z in Q3 2026. KEYNOTE FINANCIAL SERVICES LLC leads at 65.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KEYNOTE FINANCIAL SERVICES LLC
CIK 0002026127
$723K39K0.34%Q2 2026
02
ORG Partners LLC
CIK 0001979372
$151K8K0.03%Q4 2025
03
Estabrook Capital Management
CIK 0001344717
$101K6K0.01%Q3 2026
04
First Command Advisory Services, Inc.
CIK 0001727336
$70K4K0.00%Q3 2026
05
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$56K3K0.00%Q3 2026
06
Westside Investment Management, Inc.
CIK 0001538383
$4K2500.00%Q3 2026