Ken Griffin’s Wells Fargo 7.5% Non Cumv Perp Conv WFC.PRL Stock Holding History

Ken Griffin’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
2025 Q1	–	Sell	-275	Closed	-$328K	–	15685
2024 Q4	$328K	Buy	275 +27	+11%	+$33.2K	﹤0.01%	9466
2024 Q3	$318K	Buy	+248	New	+$304K	﹤0.01%	9211
2023 Q3	–	Sell	-301	Closed	-$347K	–	15219
2023 Q2	$347K	Sell	301 -50	-14%	-$57.7K	﹤0.01%	8722
2023 Q1	$413K	Buy	351 +50	+17%	+$60.1K	﹤0.01%	8705
2022 Q4	$357K	Sell	301 -290	-49%	-$344K	﹤0.01%	8946
2022 Q3	$695K	Buy	591 +275	+87%	+$344K	﹤0.01%	7758
2022 Q2	$382K	Hold	316	–	–	﹤0.01%	9244
2022 Q1	$414K	Buy	+316	New	+$435K	﹤0.01%	9828
2020 Q1	–	Sell	-153	Closed	-$222K	–	10265
2019 Q4	$222K	Buy	+153	New	+$226K	﹤0.01%	8034
2017 Q2	–	Sell	-184	Closed	-$228K	–	8138
2017 Q1	$228K	Buy	+184	New	+$224K	﹤0.01%	6318
2013 Q3	–	Sell	-101	Closed	-$121K	–	6886
2013 Q2	$121K	Buy	+101	New	+$129K	﹤0.01%	5083

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

ACM

Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Ken Griffin's WFC.PRL Position: Q1 2025 in Review

Ken Griffin sold out of Wells Fargo 7.5% Non Cumv Perp Conv (WFC.PRL) in Q1 2025, closing a stake of 275 shares — an estimated $328K sold.

Ken Griffin first reported a position in WFC.PRL in Q2 2013 and held it in 11 quarters. The position peaked at $695K in Q3 2022. 262 funds tracked by Wall St. Rank hold WFC.PRL as of Q1 2025.

Ken Griffin reported no remaining Wells Fargo 7.5% Non Cumv Perp Conv position as of Q1 2025 after selling out during the quarter.
Ken Griffin sold 275 Wells Fargo 7.5% Non Cumv Perp Conv shares in Q1 2025, an estimated $328K.
Ken Griffin first reported a position in Wells Fargo 7.5% Non Cumv Perp Conv in Q2 2013 and held it in 11 quarters.
Ken Griffin's Wells Fargo 7.5% Non Cumv Perp Conv position peaked at $695K in Q3 2022.
262 funds tracked by Wall St. Rank held Wells Fargo 7.5% Non Cumv Perp Conv as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.