MACKAY SHIELDS LLC WFC/PRL — WELLS FARGO & CO NEW PERP PFD CNV A

Ownership history in MACKAY SHIELDS LLC  ·  67 quarters on record

AI Ownership Summary

MACKAY SHIELDS LLC reported WELLS FARGO & CO NEW PERP PFD CNV A (WFC/PRL) in 67 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 1.09% in 2025 Q1. The latest visible filing shows WFC/PRL at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WFC/PRL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MACKAY SHIELDS LLC's position in WELLS FARGO & CO NEW PERP PFD CNV A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

WFC/PRL was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MACKAY SHIELDS LLC held WFC/PRL — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 14,756 +8 +0.1% 0.58% $15.9M 2026-10-13 —
2026 Q2 REDUCED — — — 14,748 -12 -0.1% 0.57% $17.1M 2026-07-28 —
2026 Q1 REDUCED — — — 14,760 -10 -0.1% 0.63% $17.1M 2026-04-27 —
2025 Q4 REDUCED — — — 14,770 -634 -4.1% 0.63% $18.0M 2026-01-29 —
2025 Q3 REDUCED — — — 15,404 -375 -2.4% 0.65% $19.08B 2025-10-27 —
2025 Q2 REDUCED — — — 15,779 -12,340 -43.9% 0.59% $18.57B 2025-07-24 —
2025 Q1 UNCHANGED — — — 28,119 — 0% 1.09% $33.89B 2025-04-29 —
2024 Q4 REDUCED — — — 28,119 -281 -1.0% 0.99% $33.51B 2025-02-04 —
2024 Q3 REDUCED — — — 28,400 -91 -0.3% 1.00% $36.43B 2024-10-31 —
2024 Q2 REDUCED — — — 28,491 -219 -0.8% 1.03% $33.98B 2024-08-08 —
57 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MACKAY SHIELDS LLC and WFC/PRL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MACKAY SHIELDS LLC reported owning WFC/PRL?

MACKAY SHIELDS LLC reported WFC/PRL across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported WFC/PRL position in MACKAY SHIELDS LLC's portfolio?

The largest reported portfolio weight for WFC/PRL was 1.09% in 2025 Q1.

What is the latest reported WFC/PRL position on this page?

The most recent filing on this page is 2026 Q3, when MACKAY SHIELDS LLC reported 14,756 shares, equal to 0.58% of portfolio, with an estimated market value of $15.9M.

What does the chart on this WFC/PRL ownership page compare?

The chart compares MACKAY SHIELDS LLC's quarterly WFC/PRL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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