Wells Fargo Co Dp Pf Cl A Sr Z - 94988U151
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KEYNOTE FINANCIAL SERVICES LLC | History | No change | 38,683 | 722 | 0.34% | 0.34% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Estabrook Capital Management | History | No change | 6,000 | 112 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | New | 4,135 | 69 | 0.0% | — | 3 | +4,135 | New | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,303 | 55 | 0.0% | 0.0% | 4 | -2,285 | -40.89% | Q3 2026 | Nov 06, 2026 |
| Westside Investment Management, Inc. | History | New | 250 | 4 | 0.0% | — | 5 | +250 | New | Q3 2026 | Nov 02, 2026 |