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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 |
RIG
1
Roosevelt Investment Group
New York
| $3.78M | +$581K | +19,675 | +18% |
|
| 2 |
SIM
2
Sonora Investment Management
Tucson,
Arizona
| $1.3M | -$31.9K | -1,079 | -2% |
|
| 3 |
FIMS
3
FBL Investment Management Services
West Des Moines,
Iowa
| $1.16M | -$1.05M | -35,481 | -89% |
|
| 4 |
CW
4
Cobiz Wealth
Denver,
Colorado
| $1.14M | +$239K | +8,100 | +26% |
|
| 5 |
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $1.06M | +$23.7K | +804 | +2% |
|
| 6 |
MCM
6
Mengis Capital Management
Portland,
Oregon
| $907K | +$35.4K | +1,200 | +4% |
|
| 7 |
PNC
7
Park National Corp
Newark,
Ohio
| $202K | – | – | – |
|
| 8 |
IP
8
Intellectus Partners
San Francisco,
California
| $65K | – | – | – |
|
| 9 |
TCOV
9
Trust Company of Vermont
Brattleboro,
Vermont
| $40K | – | – | – |
|
| 10 |
GT
10
Glenmede Trust
Philadelphia,
Pennsylvania
| $36K | – | – | – |
|
| 11 |
EHC
11
Everett Harris & Co
Los Angeles,
California
| – | -$1.37M | -45,250 | Closed |
|
| 12 |
WG
12
Welch Group
Birmingham,
Alabama
| – | -$115K | -3,800 | Closed |
|