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Compare Managers

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Commonwealth Equity Services, Llc ⇄ Wells Fargo & Company/Mn

60Shared positions
56.6%Name overlap (Jaccard)
15+Only Commonwealth…
15+Only Wells Fargo &…

Shared holdings · Q2 2026

SecurityCommonwealth Equity… weightWells Fargo &… weight
AAPL Apple Inc. 3.1% 3.0%
IVV iShares Core S&P 500 ETF 2.5% 2.7%
NVDA NVIDIA Corporation 2.2% 2.0%
MSFT Microsoft Corporation 1.4% 2.2%
SPY State Street SPDR S&P 500… 1.4% 1.6%
GOOGL Alphabet Inc. 0.9% 1.8%
AMZN Amazon.com, Inc. 1.2% 1.4%
QQQ Invesco QQQ Trust, Series… 1.5% 0.9%
VEA Vanguard FTSE Developed… 1.5% 0.7%
ITOT iShares Core S&P Total… 0.3% 1.9%
AVGO Broadcom Inc. 0.5% 1.7%
VO Vanguard Morningstar… 0.4% 1.5%
VOO Vanguard S&P 500 ETF 1.1% 0.8%
JPM JPMorgan Chase & Co. 0.6% 1.3%
IEFA iShares Core MSCI EAFE ETF 0.3% 1.5%
GOOG Alphabet Inc. 0.7% 1.1%
IEMG iShares Core MSCI… 0.2% 1.3%
LLY Eli Lilly and Company 0.5% 1.0%
IWF iShares Russell 1000… 1.0% 0.4%
VUG Vanguard Morningstar… 1.0% 0.4%
META Meta Platforms, Inc. 0.4% 1.0%
AGG iShares Core U.S.… 0.2% 1.1%
VTI Vanguard Morningstar… 0.9% 0.4%
XLK State Street Technology… 0.4% 0.8%
IJH iShares Core S&P Mid-Cap… 0.4% 0.8%
JNJ Johnson & Johnson 0.4% 0.8%
VIG Vanguard Dividend… 0.7% 0.4%
BRK-B Berkshire Hathaway Inc. 0.7% 0.4%
V Visa Inc. 0.3% 0.8%
VTV Vanguard Morningstar… 0.7% 0.3%
CGDV Capital Group Dividend… 0.8% 0.2%
IWR iShares Russell Mid-Cap… 0.1% 0.9%
CSCO Cisco Systems, Inc. 0.2% 0.8%
CGGR Capital Group Growth ETF 0.8% 0.1%
MU Micron Technology, Inc. 0.4% 0.6%
COST Costco Wholesale… 0.4% 0.5%
IVW iShares S&P 500 Growth ETF 0.5% 0.4%
AMD Advanced Micro Devices… 0.3% 0.6%
VWO Vanguard FTSE Emerging… 0.4% 0.4%
WMT Walmart Inc. 0.3% 0.6%
IJR iShares Core S&P… 0.5% 0.4%
CAT Caterpillar Inc. 0.4% 0.4%
IWM iShares Russell 2000 ETF 0.2% 0.6%
DGRO iShares Core Dividend… 0.7% 0.1%
RDVY First Trust Rising… 0.6% 0.2%
GSLC Goldman Sachs ActiveBeta… 0.1% 0.7%
LRCX Lam Research Corporation 0.2% 0.6%
TSLA Tesla, Inc. 0.4% 0.3%
IWD iShares Russell 1000… 0.5% 0.2%
CVX Chevron Corporation 0.2% 0.5%
ABBV AbbVie Inc. 0.3% 0.4%
ADI Analog Devices, Inc. 0.1% 0.6%
NEE NextEra Energy, Inc. 0.2% 0.5%
XONA.DE Exxon Mobil Corporation 0.3% 0.3%
VB Vanguard Morningstar… 0.4% 0.3%
PG The Procter & Gamble… 0.3% 0.4%
GE GE Aerospace 0.2% 0.4%
VYM Vanguard High Dividend… 0.5% 0.2%
TSM Taiwan Semiconductor… 0.2% 0.4%
HD The Home Depot, Inc. 0.2% 0.4%

Distinctively Commonwealth Equity…

FLCG 0.3%
FFLG 0.1%
AVNM 0.1%
CVIE 0.1%
CVLC 0.1%
ACYN 0.1%
PSEP 0.1%
PJUN 0.0%
BUFG 0.0%
PJUL 0.0%
FEGE 0.0%
FEOE 0.0%
PJAN 0.0%
GARP 0.0%
XDEC 0.0%

Distinctively Wells Fargo &…

ULS UL Solutions Inc. 0.0%
ZWS Zurn Elkay Water… 0.0%
SEM Select Medical… 0.0%
LSTR Landstar System, Inc. 0.0%
BFLX 0.0%
MLPB 0.0%
TTAN ServiceTitan, Inc. 0.0%
XSOE 0.0%
CRBG Corebridge Financial… 0.0%
LBRT Liberty Energy Inc. 0.0%
AROC Archrock, Inc. 0.0%
PSK 0.0%
FCN FTI Consulting, Inc. 0.0%
HLNE Hamilton Lane… 0.0%
BITB Bitwise Bitcoin ETF… 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology