DOSSIER · 13F Holders · Q4 2025
WFC 5.625 PERP Y

Wells Fargo & Co 5.625 Pfd

5 institutions still hold Wells Fargo & Co 5.625 Pfd as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 94988U656·5 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$157K
visible holders
Holders
5
filers reporting
Concentration
33.16%
PNC FINANCIAL SERVICES GROUP, INC. #1
top holder share
AI Holders Summary · Q4 2025

5 institutions reported WFC 5.625 PERP Y in Q4 2025. PNC FINANCIAL SERVICES GROUP, INC. leads at 33.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$52K2K0.00%Q4 2025
02
ORG Partners LLC
CIK 0001979372
$48K2K0.01%Q4 2025
03
Estabrook Capital Management
CIK 0001344717
$45K2K0.01%Q2 2026
04
Leo H. Evart, Inc.
CIK 0001920405
$11K5000.01%Q2 2026
05
Golden State Equity Partners
CIK 0001845003
$611260.00%Q1 2026