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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 173,067 | 3,373 | 0.32% | 0.33% | 1 | -1,521 | -0.87% | Q4 2025 | Jan 23, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 42,608 | 830 | 0.46% | 0.45% | 2 | +4,925 | 13.07% | Q4 2025 | Feb 13, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 12,017 | 233 | 0.03% | 0.02% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Reduced | 7,750 | 151 | 0.03% | 0.03% | 4 | -4,000 | -34.04% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,827 | 113 | 0.0% | 0.0% | 5 | -251 | -4.13% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 74 | 1 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |