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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
| $4.28M | +$858K | +31,130 | +25% |
|
| 2 |
CW
2
Cobiz Wealth
Denver,
Colorado
| $1.59M | +$60.6K | +2,200 | +4% |
|
| 3 |
MCM
3
Mengis Capital Management
Portland,
Oregon
| $1.12M | +$102K | +3,708 | +10% |
|
| 4 |
FIMS
4
FBL Investment Management Services
West Des Moines,
Iowa
| $1.1M | – | – | – |
|
| 5 |
TCOV
5
Trust Company of Vermont
Brattleboro,
Vermont
| $38K | – | – | – |
|
| 6 |
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $34K | – | – | – |
|
| 7 |
SIM
7
Sonora Investment Management
Tucson,
Arizona
| $3K | – | – | – |
|
| 8 |
PPA
8
Parametric Portfolio Associates
Seattle,
Washington
| – | -$1.05M | -37,722 | Closed |
|