DOSSIER · 13F Holders · Q3 2026
WFC 4.375 PERP CC

WELLS FARGO 4.375 PFD

5 institutions still hold WELLS FARGO 4.375 PFD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 95002Y202·5 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$152K
visible holders
Holders
5
filers reporting
Concentration
41.43%
McMillan Office, Inc. #1
top holder share
AI Holders Summary · Q3 2026

5 institutions reported WFC 4.375 PERP CC in Q3 2026. McMillan Office, Inc. leads at 41.4% 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
$63K4K0.01%Q3 2026
02
First Command Advisory Services, Inc.
CIK 0001727336
$41K3K0.00%Q3 2026
03
Ramirez Asset Management, Inc.
CIK 0001992110
$31K2K0.00%Q3 2026
04
ORG Partners LLC
CIK 0001979372
$11K5840.00%Q4 2025
05
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$6K3630.00%Q3 2026