DOSSIER · 13F Holders · Q2 2026
WFC 4.375 PERP CC

WELLS FARGO 4.375 PFD

4 institutions still hold WELLS FARGO 4.375 PFD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95002Y202·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$126K
visible holders
Holders
4
filers reporting
Concentration
54.30%
McMillan Office, Inc. #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported WFC 4.375 PERP CC in Q2 2026. McMillan Office, Inc. leads at 54.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
McMillan Office, Inc.
CIK 0002109205
$69K4K0.01%Q2 2026
02
Ramirez Asset Management, Inc.
CIK 0001992110
$34K2K0.00%Q2 2026
03
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$13K7190.00%Q4 2025
04
ORG Partners LLC
CIK 0001979372
$11K5840.00%Q4 2025