Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / PREFERRED STOCK
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Number of holders
-
5
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Total 13F shares, excl. options
-
123,301
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Shares change
-
+118,111
-
Total reported value, excl. options
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$3,057,866
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Value change
-
+$2,929,153
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Number of buys
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2
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Number of sells
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1
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Price
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$24.80
Institutional Holders of WELLS FARGO 5.625 PFD - PREFERRED STOCK (WFCPRY) as of Q3 2025
As of 30 Sep 2025 WELLS FARGO 5.625 PFD - PREFERRED STOCK (WFCPRY) had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 123,301 shares of stock of the company.
Largest 5 holders included Steigerwald, Gordon & Koch Inc., PNC Financial Services Group, Inc., ORG Partners LLC, NBC SECURITIES, INC., and BOYD WATTERSON ASSET MANAGEMENT LLC/OH.
This table shows 5 institutional shareholders of the security as of 30 Sep 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.