CUSIP 95002Y400
Wells Fargo 4.25 Perp Pfd
9 institutions · $420.4K total · 24,071 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Arlington Trust Co LLC | 10,000 | $182.3K | 41.54% | 2024-12-31 |
| 2 | NBC SECURITIES, INC. | 5,237 | $93.1K | 21.75% | 2025-12-31 |
| 3 | ATLAS CAPITAL ADVISORS LLC | 2,775 | $47.9K | 11.52% | 2025-06-30 |
| 4 | OLD POINT TRUST & FINANCIAL SERVICES N A | 2,000 | $40.9K | 8.30% | 2024-09-30 |
| 5 | Asset Planning,Inc | 2,135 | $37.7K | 8.86% | 2025-03-31 |
| 6 | PNC Financial Services Group, Inc. | 387 | $6.9K | 1.60% | 2025-12-31 |
| 7 | CHESAPEAKE ASSET MANAGEMENT LLC | 400 | $6.8K | 1.66% | 2025-12-31 |
| 8 | KELLY LAWRENCE W & ASSOCIATES INC/CA | 250 | $4.8K | 1.03% | 2024-03-31 |
| 9 | COMERICA BANK | 887 | $1 | 3.68% | 2023-09-30 |