WFC-PL
Wells Fargo & Company · Financial Services · Banks - Diversified
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow -12.1% ·
net new positions -14.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | -3 | 7.72M | $1.93B | +1 | −5 |
| Q1 2026 | 62 | +3 | 6.61M | $1.97B | +5 | −2 |
| Q4 2025 | 58 | 0 | 5.39M | $2.13B | — | — |
| Q3 2025 | 7 | -1 | 478.19K | $590.43M | — | −1 |
| Q2 2025 | 5 | +1 | 491.23K | $463.73M | +1 | — |
| Q1 2025 | 2 | -1 | 63.67K | $76.23M | — | −1 |
| Q4 2024 | 3 | -1 | 73.10K | $86.09M | — | −1 |
| Q3 2024 | 3 | +2 | 35.30K | $9.36M | +2 | — |
| Q2 2024 | 1 | — | 7.05K | $8.39M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 291.71K | +1.1% | $360.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 291.71K | +1.1% | $360.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 291.71K | +1.1% | $360.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 291.71K | +1.1% | $360.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 291.71K | +1.1% | $360.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 291.71K | +1.1% | $360.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 54.41K | +3.0% | $67.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 48.22K | — | $59.51M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 48.22K | — | $59.51M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 48.22K | — | $59.51M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 48.22K | — | $59.51M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 42.84K | -11.0% | $52.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 36.16K | +517.0% | $44.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Wellington Management ✦ | 36.16K | +517.0% | $44.69M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 3.28K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 1.57K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 1.57K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $111,485 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 255 holders, 7.12M shares, $2.37B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.