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WFC.PRN
WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat
WFC.PRN
WFC.PRN
Delisted
WFC.PRN was delisted on the 14th of June, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
CNB
1
City National Bank
Beverly Hills,
Delaware
| $1.33M | -$1.04M | -47,475 | -43% |
|
| 2 |
RFA
2
Reilly Financial Advisors
La Mesa,
California
| $856K | +$12K | +550 | +1% |
|
| 3 |
SOAMC
3
Spirit of America Management Corp
Syosset,
New York
| $841K | -$65.4K | -3,000 | -7% |
|
| 4 |
PCMK
4
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $716K | +$20.2K | +925 | +3% |
|
| 5 |
RIG
5
Roosevelt Investment Group
New York
| $689K | +$36.4K | +1,670 | +5% |
|
| 6 |
GWM
6
Graybill Wealth Management
Elmhurst,
Illinois
| $360K | -$39.3K | -1,800 | -10% |
|
| 7 |
WB
7
WesBanco Bank
Wheeling,
West Virginia
| $336K | – | – | – |
|
| 8 |
SCM
8
Sterling Capital Management
Charlotte,
North Carolina
| $336K | +$349K | +16,000 | New |
|
| 9 |
NCM
9
Nelson Capital Management
Menlo Park,
California
| $105K | – | – | – |
|
| 10 |
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| $40K | – | – | – |
|
| 11 |
WRM
11
Westport Resources Management
Westport,
Connecticut
| $32K | – | – | – |
|
| 12 |
12
Victory Capital Management
San Antonio,
Texas
| – | +$218 | +10 | New |
|