Integrated Wealth Concepts’s Wells Fargo 7.5% Non Cumv Perp Conv WFC.PRL Stock Holding History

Integrated Wealth Concepts’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	$148K	Buy	+128	New	+$151K	﹤0.01%	2532

Other funds holding WFC.PRL

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stonebridge Advisors Wilton, Connecticut $83M AUM 1% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Integrated Wealth Concepts's WFC.PRL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) in Q2 2026: 128 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #2532 among its holdings.

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

Integrated Wealth Concepts held 128 shares of Wells Fargo 7.5% Non Cumv Perp Conv worth $148K as of Q2 2026.
Wells Fargo 7.5% Non Cumv Perp Conv was a new Integrated Wealth Concepts position in Q2 2026.
Wells Fargo 7.5% Non Cumv Perp Conv made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2532 holding.
248 funds tracked by Wall St. Rank held Wells Fargo 7.5% Non Cumv Perp Conv as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.