WELLS FARGO 5.625 PFD

Institutions

Combined AUM (Q2 2026)

$98,397

Combined Shares (Q2 2026)

4,349

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

0 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-397

2 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-397

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$98,397

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Estabrook Capital Management	0.01%	0.01%	#2	$45,240	2,000	$47,060	2,000	00.00%	Unchanged
PNC FINANCIAL SERVICES GROUP, INC.	<0.01%	<0.01%	#4	$41,236	1,823	$43,483	1,848	-25-1.35%	Reduce
Leo H. Evart, Inc.	0.01%	0.01%	#1	$11,310	500	$11,765	500	00.00%	Unchanged
Ascentis Independent Advisors	<0.01%	<0.01%	#3	$611	26	$611	26	00.00%	Unchanged

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow