证券记录
ECF
名称等待档案录入
17被追踪持有人
0Δ持有人
1.94M持有股份
$25.60M报告持仓市值
+1新建仓位
−1清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.7% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 931.85K | -1.7% | $12.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | Invesco Ltd. | 191.60K | -17.8% | $2.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 142.80K | -1.1% | $1.89M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 4 | Baird Financial Group, Inc. | 133.44K | -1.3% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 104.10K | +2.0% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Capstone Investment Advisors, Llc | 81.49K | 0.0% | $1.08M | 0.0% | Held | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 81.33K | 0.0% | $1.07M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 54.66K | -1.2% | $722,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 37.51K | -5.3% | $480,478 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 32.59K | 0.0% | $430,540 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 32.33K | +220.6% | $427,105 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Focus Partners Wealth | 32.01K | 0.0% | $422,799 | 0.0% | Held | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 23.55K | +0.5% | $311,041 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 20.18K | +66.8% | $266,631 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Osaic Holdings, Inc. | 19.83K | +7.4% | $261,998 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 18.24K | -17.8% | $240,977 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 1.30K | 新增 | $17,173 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Northwestern Mutual Wealth… | $17,173 | 0.0% |
已清仓
| Jones Financial Companies Lllp | $4,923 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 48 持有人, 6.28M 股份, $58.73M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Oct 07
Saba Capital Management…
10% owner · 17.55K 股 @ 11.97 · $210,050
Sep 04
Saba Capital Management…
10% owner · 6.80K 股 @ 12.36 · $84,048
Sep 03
Saba Capital Management…
10% owner · 5.00K 股 @ 12.25 · $61,250
Aug 28
Saba Capital Management…
10% owner · 1.20K 股 @ 12.47 · $14,964
Aug 27
Saba Capital Management…
10% owner · 3.90K 股 @ 12.49 · $48,711
Aug 21
Saba Capital Management…
10% owner · 5.74K 股 @ 12.53 · $71,947
Aug 20
Saba Capital Management…
10% owner · 1.55K 股 @ 12.52 · $19,368
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
Jul 28
SC 13G/A — WELLS FARGO & COMPANY/MN
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据