Wells Fargo & Pfd 4.25

Institutions

Combined AUM (Q2 2026)

$105,409

Combined Shares (Q2 2026)

6,306

Overall Trend

Increase

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)

+6,000

2 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-322

2 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+5,678

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$105,409

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
Ramirez Asset Management, Inc.	0.01%	—	#1	$66,760	4,000	$0	0	+4,000	New Buy
THOMPSON INVESTMENT MANAGEMENT, INC.	<0.01%	—	#2	$33,520	2,000	$0	0	+2,000	New Buy
PNC FINANCIAL SERVICES GROUP, INC.	<0.01%	<0.01%	#3	$5,129	306	$6,676	387	-81-20.93%	Reduce

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow