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WFC.PRR
WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R
WFC.PRR
WFC.PRR
Delisted
WFC.PRR was delisted on the 14th of March, 2024.
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 |
SIM
1
Sonora Investment Management
Tucson,
Arizona
| $1.31M | -$1.5M | -53,155 | -52% |
|
| 2 |
PPA
2
Parametric Portfolio Associates
Seattle,
Washington
| $1.25M | -$228K | -8,082 | -15% |
|
| 3 |
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.23M | -$3.81M | -135,000 | -75% |
|
| 4 |
FIMS
4
FBL Investment Management Services
West Des Moines,
Iowa
| $1.08M | – | – | – |
|
| 5 |
MCM
5
Mengis Capital Management
Portland,
Oregon
| $726K | +$25.4K | +900 | +3% |
|
| 6 |
CW
6
Cobiz Wealth
Denver,
Colorado
| $542K | +$113K | +4,000 | +25% |
|
| 7 |
IP
7
Intellectus Partners
San Francisco,
California
| $63K | +$66K | +2,340 | New |
|
| 8 |
TCOV
8
Trust Company of Vermont
Brattleboro,
Vermont
| $37K | – | – | – |
|
| 9 |
GT
9
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
| 10 |
PNC
10
Park National Corp
Newark,
Ohio
| – | -$216K | -7,236 | Closed |
|