CUSIP 94988U151
WELLS FARGO & 4.75 PFD
11 institutions · $6.0M total · 334,027 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Steigerwald, Gordon & Koch Inc. | 173,067 | $3.4M | 51.81% | 2025-12-31 |
| 2 | MARSHALL WACE, LLP | 73,847 | $1.5M | 22.10% | 2025-03-31 |
| 3 | KEYNOTE FINANCIAL SERVICES LLC | 42,608 | $830.4K | 12.75% | 2025-12-31 |
| 4 | Arlington Trust Co LLC | 6,400 | $130.6K | 1.91% | 2024-12-31 |
| 5 | PNC Financial Services Group, Inc. | 5,827 | $113.6K | 1.74% | 2025-12-31 |
| 6 | ORG Partners LLC | 2,000 | $39.0K | 0.59% | 2025-12-31 |
| 7 | 3Chopt Investment Partners, LLC | 2,000 | $36.6K | 0.59% | 2023-06-30 |
| 8 | TUCKER ASSET MANAGEMENT LLC | 100 | $2.2K | 0.02% | 2024-12-31 |
| 9 | NBC SECURITIES, INC. | 74 | $1.4K | 0.02% | 2025-12-31 |
| 10 | Financial Gravity Asset Management, Inc. | 54 | $1.2K | 0.01% | 2024-03-31 |
| 11 | D L CARLSON INVESTMENT GROUP INC | 28,050 | $539 | 8.39% | 2023-06-30 |