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Action Point Financial Planning’s Wells Fargo 7.5% Non Cumv Perp Conv WFC.PRL Stock Holding History

Action Point Financial Planning’s Portfolio WFC.PRL Stock Details WFC.PRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Buy
+10
New +$11.8K ﹤0.01% 1439

Other funds holding WFC.PRL

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SA
Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Action Point Financial Planning's WFC.PRL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) in Q2 2026: 10 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings.

248 funds tracked by Wall St. Rank hold WFC.PRL as of Q2 2026.

  • Action Point Financial Planning held 10 shares of Wells Fargo 7.5% Non Cumv Perp Conv worth $10.4K as of Q2 2026.
  • Wells Fargo 7.5% Non Cumv Perp Conv was a new Action Point Financial Planning position in Q2 2026.
  • Wells Fargo 7.5% Non Cumv Perp Conv made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1439 holding.
  • 248 funds tracked by Wall St. Rank held Wells Fargo 7.5% Non Cumv Perp Conv as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.