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Security record · archived quarter

WFC-PL

Wells Fargo & Company · Financial Services · Banks - Diversified

1,170.0 +0.2% mkt cap $239.03B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
58Tracked holders
0Δ holders
5.39MShares held
$2.13BReported value
+0New positions
−0Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow 0.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Voya Investment Management Llc 611.45K $741.07M 0.8% n/c 1 SEC ↗
2 BlackRock (passive) 293.22K +0.5% $355.38M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 293.22K +0.5% $355.38M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 293.22K +0.5% $355.38M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 293.22K +0.5% $355.38M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 293.22K +0.5% $355.38M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 293.22K +0.5% $355.38M 0.0% ▲ Add 3 SEC ↗
8 First Trust Advisors Lp 158.75K $192.41M 0.1% n/c 1 SEC ↗
9 Victory Capital Management Inc 67.99K $82.40M 0.0% n/c 1 SEC ↗
10 Manufacturers Life Insurance… 57.45K $69.91M 0.1% n/c 1 SEC ↗
11 Allianz Asset Management GmbH 53.94K $65.38M 0.1% n/c 1 SEC ↗
12 State Street Global Advisors (passive) 54.06K -0.7% $65.20M 0.0% ▼ Trim 5 SEC ↗
13 MIRAE ASSET GLOBAL ETFS HOLDINGS… 47.10K $57.09M 0.1% n/c 1 SEC ↗
14 Morgan Stanley 46.90K -2.7% $56.84M 0.0% ▼ Trim 2 SEC ↗
15 Morgan Stanley 46.90K -2.7% $56.84M 0.0% ▼ Trim 2 SEC ↗
16 Morgan Stanley 46.90K -2.7% $56.84M 0.0% ▼ Trim 2 SEC ↗
17 Morgan Stanley 46.90K -2.7% $56.84M 0.0% ▼ Trim 2 SEC ↗
18 Nuveen, LLC 46.36K $56.19M 0.0% n/c 1 SEC ↗
19 Invesco Ltd. 45.85K $55.58M 0.0% n/c 1 SEC ↗
20 Invesco Ltd. 45.85K $55.58M 0.0% n/c 1 SEC ↗
21 Invesco Ltd. 45.85K $55.58M 0.0% n/c 1 SEC ↗
22 Invesco Ltd. 45.85K $55.58M 0.0% n/c 1 SEC ↗
23 Fidelity (FMR) 42.84K 0.0% $51.97M 0.0% Held 3 SEC ↗
24 Wellington Management 36.77K +1.7% $44.35M 0.0% ▲ Add 7 SEC ↗
25 Wellington Management 36.77K +1.7% $44.35M 0.0% ▲ Add 7 SEC ↗
26 Bank Of America Corp /De/ 29.04K $35.20M 0.0% n/c 1 SEC ↗
27 Bank Of America Corp /De/ 29.04K $35.20M 0.0% n/c 1 SEC ↗
28 Bank Of America Corp /De/ 29.04K $35.20M 0.0% n/c 1 SEC ↗
29 First Eagle Investment Management… 25.74K $31.20M 0.1% n/c 1 SEC ↗
30 Focus Partners Wealth 20.05K $24.31M 0.0% n/c 1 SEC ↗
31 Stifel Financial Corp 8.97K $10.88M 0.0% n/c 1 SEC ↗
32 Stifel Financial Corp 8.97K $10.88M 0.0% n/c 1 SEC ↗
33 Stifel Financial Corp 8.97K $10.88M 0.0% n/c 1 SEC ↗
34 Raymond James Financial Inc 8.36K $10.13M 0.0% n/c 1 SEC ↗
35 Raymond James Financial Inc 8.36K $10.13M 0.0% n/c 1 SEC ↗
36 Alliancebernstein L.P. 7.89K $9.56M 0.0% n/c 1 SEC ↗
37 LPL Financial LLC 7.66K $9.29M 0.0% n/c 1 SEC ↗
38 UBS Group AG 7.45K $9.03M 0.0% n/c 1 SEC ↗
39 UBS Group AG 7.45K $9.03M 0.0% n/c 1 SEC ↗
40 First Manhattan Co. Llc. 7.37K $8.93M 0.0% n/c 1 SEC ↗
41 Hsbc Holdings Plc 7.36K $8.93M 0.0% n/c 1 SEC ↗
42 Hsbc Holdings Plc 7.36K $8.93M 0.0% n/c 1 SEC ↗
43 New York State Common Retirement… 6.32K $7.66M 0.0% n/c 1 SEC ↗
44 Baird Financial Group, Inc. 5.73K $6.94M 0.0% n/c 1 SEC ↗
45 Baird Financial Group, Inc. 5.73K $6.94M 0.0% n/c 1 SEC ↗
46 Franklin Resources Inc 5.01K $6.08M 0.0% n/c 1 SEC ↗
47 Franklin Resources Inc 5.01K $6.08M 0.0% n/c 1 SEC ↗
48 Franklin Resources Inc 5.01K $6.08M 0.0% n/c 1 SEC ↗
49 Wells Fargo & Company/Mn 4.52K $5.48M 0.0% n/c 1 SEC ↗
50 Wells Fargo & Company/Mn 4.52K $5.48M 0.0% n/c 1 SEC ↗
51 Wells Fargo & Company/Mn 4.52K $5.48M 0.0% n/c 1 SEC ↗
52 Corient Private Wealth LP 4.73K $5.02M 0.0% n/c 1 SEC ↗
53 Corient Private Wealth LP 4.73K $5.02M 0.0% n/c 1 SEC ↗
54 Mariner, LLC 3.85K $4.67M 0.0% n/c 1 SEC ↗
55 Commonwealth Equity Services, Llc 3.69K $4.47M 0.0% n/c 1 SEC ↗
56 Truist Financial Corp 3.64K $4.41M 0.0% n/c 1 SEC ↗
57 Russell Investments Group, Ltd. 3.64M $4.41M 0.0% n/c 1 SEC ↗
58 Truist Financial Corp 3.64K $4.41M 0.0% n/c 1 SEC ↗
59 Truist Financial Corp 3.64K $4.41M 0.0% n/c 1 SEC ↗
60 Goldman Sachs Group 3.28K 0.0% $3.98M 0.0% Held 2 SEC ↗
61 Envestnet Asset Management Inc 2.91K $3.53M 0.0% n/c 1 SEC ↗
62 Neuberger Berman Group LLC 2.46K $2.98M 0.0% n/c 1 SEC ↗
63 Osaic Holdings, Inc. 1.92K $2.32M 0.0% n/c 1 SEC ↗
64 Osaic Holdings, Inc. 1.92K $2.32M 0.0% n/c 1 SEC ↗
65 National Bank Of Canada /Fi/ 1.56K $1.89M 0.0% n/c 1 SEC ↗
66 Wealth Enhancement Advisory… 1.33K $1.62M 0.0% n/c 1 SEC ↗
67 Sei Investments Co 1.26K $1.53M 0.0% n/c 1 SEC ↗
68 Sei Investments Co 1.26K $1.53M 0.0% n/c 1 SEC ↗
69 Rockefeller Capital Management L.P. 1.24K $1.50M 0.0% n/c 1 SEC ↗
70 Cerity Partners LLC 1.16K $1.41M 0.0% n/c 1 SEC ↗
71 Blair William & Co/Il 985 $1.19M 0.0% n/c 1 SEC ↗
72 Us Bancorp \De\ 905 $1.10M 0.0% n/c 1 SEC ↗
73 Us Bancorp \De\ 905 $1.10M 0.0% n/c 1 SEC ↗
74 Us Bancorp \De\ 905 $1.10M 0.0% n/c 1 SEC ↗
75 JPMorgan Chase 746 -52.5% $904,152 0.0% ▼ Trim 2 SEC ↗
76 Cetera Investment Advisers 723 $876,619 0.0% n/c 1 SEC ↗
77 Hrt Financial Lp 675 $818,000 0.0% n/c 1 SEC ↗
78 Ameriprise Financial Inc 621 $789,012 0.0% n/c 1 SEC ↗
79 Ameriprise Financial Inc 621 $789,012 0.0% n/c 1 SEC ↗
80 Aristotle Capital Management, LLC 650 $787,800 0.0% n/c 1 SEC ↗
81 Cwm, Llc 546 $662,000 0.0% n/c 1 SEC ↗
82 Captrust Financial Advisors 487 $590,244 0.0% n/c 1 SEC ↗
83 Jones Financial Companies Lllp 449 $544,188 0.0% n/c 1 SEC ↗
84 Jones Financial Companies Lllp 449 $544,188 0.0% n/c 1 SEC ↗
85 Creative Planning 375 $454,500 0.0% n/c 1 SEC ↗
86 Brown Advisory Inc 285 $345,420 0.0% n/c 1 SEC ↗
87 Pnc Financial Services Group, Inc. 218 $264,216 0.0% n/c 1 SEC ↗
88 Bank Of Montreal /Can/ 205 $248,755 0.0% n/c 1 SEC ↗
89 Bank Of Montreal /Can/ 205 $248,755 0.0% n/c 1 SEC ↗
90 Bank Of Montreal /Can/ 205 $248,755 0.0% n/c 1 SEC ↗
91 Bank Of Montreal /Can/ 205 $248,755 0.0% n/c 1 SEC ↗
92 Bank Of Montreal /Can/ 205 $248,755 0.0% n/c 1 SEC ↗
93 Fifth Third Bancorp 60 $72,720 0.0% n/c 1 SEC ↗
94 Northwestern Mutual Wealth… 23 $27,876 0.0% n/c 1 SEC ↗
95 Citigroup Inc 8 $9,696 0.0% n/c 1 SEC ↗
96 Citigroup Inc 8 $9,696 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

No tracked exits this quarter.

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API