8 institutions reported holding $111,672 of Wells Fargo PFD 5.625 (WFC-PY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Estabrook Capital Management ($47,060), PNC Financial Services Group, Inc. ($43,483), Leo H. Evart, Inc. ($11,765), First Command Advisory Services, Inc. ($8,753), Golden State Equity Partners ($611). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Estabrook Capital Management | $47,060 | 2,000 | New |
| 2 | PNC Financial Services Group, Inc. | $43,483 | 1,848 | Trimmed |
| 3 | Leo H. Evart, Inc. | $11,765 | 500 | New |
| 4 | First Command Advisory Services, Inc. | $8,753 | 372 | New |
| 5 | Golden State Equity Partners | $611 | 26 | New |
| 6 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $0 | 0 | Exited |
| 7 | NBC SECURITIES, INC. | $0 | 0 | Exited |
| 8 | Steigerwald, Gordon & Koch Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31