DOSSIER · 13F Holders · Q2 2026
WFC 4.75 PERP Z

WELLS FARGO & 4.75 PFD

4 institutions still hold WELLS FARGO & 4.75 PFD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 94988U151·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
4
filers reporting
Concentration
65.73%
KEYNOTE FINANCIAL SERVICES LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported WFC 4.75 PERP Z in Q2 2026. KEYNOTE FINANCIAL SERVICES LLC leads at 65.7% 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
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$114K6K0.00%Q4 2025
04
Estabrook Capital Management
CIK 0001344717
$112K6K0.02%Q2 2026