WELLS FARGO & 4.75 PFD (WFCPRZ)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
3
Reporting holders
$939.1K
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| KEYNOTE FINANCIAL SERVICES LLC | $722.6K | 38,683 | 0.34% | 9q | -7.4%-$57.4K |
| Estabrook Capital Management | $112.1K | 6,000 | 0.02% | 2q | HELD |
| PNC Financial Services Group, Inc. | $104.4K | 5,588 | 0.00% | 25q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3 | $939.1K | 50,271 | 0 | 0 | 1 | 0.0% |
| Q1 2026 | 5 | $1.2M | 65,657 | 2 | 0 | 3 | 0.0% |
| Q4 2025 | 6 | $4.7M | 241,343 | 0 | 1 | 3 | 0.0% |
| Q3 2025 | 6 | $4.7M | 240,190 | 1 | 1 | 2 | 0.0% |
| Q2 2025 | 4 | $1.3M | 67,101 | 1 | 1 | 2 | 0.0% |
| Q1 2025 | 4 | $3.2M | 159,951 | 1 | 2 | 0 | 0.0% |
| Q4 2024 | 5 | $1.2M | 60,111 | 0 | 1 | 1 | 0.0% |
| Q3 2024 | 5 | $1.1M | 48,907 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 4 | $712.7K | 34,918 | 2 | 0 | 1 | 0.0% |
| Q1 2024 | 3 | $154.9K | 7,136 | 1 | 2 | 0 | 0.0% |
| Q4 2023 | 2 | $122.7K | 6,155 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 2 | $123.7K | 6,655 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $126.7K | 6,655 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 3 | $128.4K | 34,705 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 4 | $159.3K | 36,717 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 6 | $1.4M | 73,235 | 2 | 1 | 1 | 0.0% |
| Q2 2022 | 4 | $1.1M | 56,055 | 1 | 0 | 1 | 0.0% |
| Q1 2022 | 3 | $830.4K | 37,476 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 4 | $1.4M | 55,476 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 5 | $5.2M | 200,312 | 1 | 0 | 0 | 0.0% |
| Q2 2021 | 6 | $3.3M | 127,424 | 1 | 0 | 1 | 0.0% |
| Q1 2021 | 7 | $10.9M | 426,043 | 1 | 1 | 2 | 0.0% |
| Q4 2020 | 6 | $11.2M | 422,691 | 1 | 0 | 1 | 0.0% |
| Q3 2020 | 7 | $7.9M | 313,368 | 2 | 3 | 1 | 0.0% |
| Q2 2020 | 6 | $5.1M | 218,529 | 2 | 1 | 1 | 0.0% |
| Q1 2020 | 7 | $5.0M | 237,814 | 7 | 0 | 0 | 0.0% |