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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
| $3.48M | -$93K | -3,325 | -3% |
|
| 2 |
CW
2
Cobiz Wealth
Denver,
Colorado
| $1.55M | +$301K | +10,760 | +24% |
|
| 3 |
FIMS
3
FBL Investment Management Services
West Des Moines,
Iowa
| $1.11M | – | – | – |
|
| 4 |
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $1.05M | +$179K | +6,393 | +20% |
|
| 5 |
MCM
5
Mengis Capital Management
Portland,
Oregon
| $1.03M | +$70.1K | +2,508 | +7% |
|
| 6 |
TCOV
6
Trust Company of Vermont
Brattleboro,
Vermont
| $38K | – | – | – |
|
| 7 |
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $35K | – | – | – |
|
| 8 |
SIM
8
Sonora Investment Management
Tucson,
Arizona
| $3.21K | -$1.18M | -42,271 | -100% |
|