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 | Reduced | 38,683 | 722 | 0.34% | 0.42% | 1 | -3,075 | -7.36% | 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 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,588 | 104 | 0.0% | 0.0% | 3 | -1 | -0.02% | Q2 2026 | Aug 07, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,692 | -100.0% | Q2 2026 | Aug 13, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -618 | -100.0% | Q2 2026 | Aug 10, 2026 |