WELLS FARGO 5.625 PFD PREFERRED STOCK
WELLS FARGO 5.625 PFD PREFERRED STOCK is a security (CUSIP 94988U656) tracked across SEC portfolio filings. 5 institutional managers reported $159K on Form 13F as of 2026-03-31; 4 registered fund positions totaling $5.8M via N-PORT as of 2026-04-30.
Summary
- Issuer: WELLS FARGO 5.625 PFD
- Class: PREFERRED STOCK
- CUSIP: 94988U656
- Asset category: EP
- 13F holders: 5
- 13F value: $159K
- 13F period: 2026-03-31
- N-PORT fund positions: 4
- N-PORT value: $5.8M
- N-PORT report: 2026-04-30
Top institutional holders (Form 13F)
| Manager | Location | Value | Shares |
|---|
| ORG Partners LLC | ROANOKE, IN | $48K | 1,976 |
| Estabrook Capital Management | NEW YORK, NY | $47K | 2,000 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $43K | 1,848 |
| Leo H. Evart, Inc. | REDWOOD CITY, CA | $12K | 500 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $9K | 372 |
Top fund holders (N-PORT)
| Fund | Registrant | Value | % of fund |
|---|
| COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | COHEN & STEERS REIT & PREFERRED & INCOME FUND INC | $2.1M | 20.92% |
| DWS Global Income Builder Fund | DEUTSCHE DWS MARKET TRUST | $1.8M | 28.99% |
| COHEN & STEERS INFRASTRUCTURE FUND INC | COHEN & STEERS INFRASTRUCTURE FUND INC | $1.5M | 4.92% |
| DWS Global Income Builder VIP | DEUTSCHE DWS VARIABLE SERIES II | $353K | 31.63% |
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