Security record · archived quarter
WFC-PL
Wells Fargo & Company · Financial Services · Banks - Diversified
58Tracked holders
0Δ holders
5.39MShares held
$2.13BReported value
+0New positions
−0Exits
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
| 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 | n/a | n/a |
| Q3 2025 | 7 | -1 | 478.19K | $590.43M | n/a | −1 |
| Q2 2025 | 5 | +1 | 491.23K | $463.73M | +1 | n/a |
| Q1 2025 | 2 | -1 | 63.67K | $76.23M | n/a | −1 |
| Q4 2024 | 3 | -1 | 73.10K | $86.09M | n/a | −1 |
| Q3 2024 | 3 | +2 | 35.30K | $9.36M | +2 | n/a |
| Q2 2024 | 1 | n/a | 7.05K | $8.39M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Voya Investment Management Llc | 611.45K | n/a | $741.07M | 0.8% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 293.22K | +0.5% | $355.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | First Trust Advisors Lp | 158.75K | n/a | $192.41M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Victory Capital Management Inc | 67.99K | n/a | $82.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 57.45K | n/a | $69.91M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Allianz Asset Management GmbH | 53.94K | n/a | $65.38M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 54.06K | -0.7% | $65.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 47.10K | n/a | $57.09M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 46.90K | -2.7% | $56.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Nuveen, LLC | 46.36K | n/a | $56.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Invesco Ltd. | 45.85K | n/a | $55.58M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Fidelity (FMR) ✦ | 42.84K | 0.0% | $51.97M | 0.0% | Held | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 36.77K | +1.7% | $44.35M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 29.04K | n/a | $35.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | First Eagle Investment Management… | 25.74K | n/a | $31.20M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 20.05K | n/a | $24.31M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 8.97K | n/a | $10.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Raymond James Financial Inc | 8.36K | n/a | $10.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Alliancebernstein L.P. | 7.89K | n/a | $9.56M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | LPL Financial LLC | 7.66K | n/a | $9.29M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 7.45K | n/a | $9.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | First Manhattan Co. Llc. | 7.37K | n/a | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hsbc Holdings Plc | 7.36K | n/a | $8.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | New York State Common Retirement… | 6.32K | n/a | $7.66M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 5.73K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Franklin Resources Inc | 5.01K | n/a | $6.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Wells Fargo & Company/Mn | 4.52K | n/a | $5.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Corient Private Wealth LP | 4.73K | n/a | $5.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Mariner, LLC | 3.85K | n/a | $4.67M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 3.69K | n/a | $4.47M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 3.64K | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Russell Investments Group, Ltd. | 3.64M | n/a | $4.41M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 3.28K | 0.0% | $3.98M | 0.0% | Held | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 2.91K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Neuberger Berman Group LLC | 2.46K | n/a | $2.98M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 1.92K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | National Bank Of Canada /Fi/ | 1.56K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 1.33K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Sei Investments Co | 1.26K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Rockefeller Capital Management L.P. | 1.24K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cerity Partners LLC | 1.16K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Blair William & Co/Il | 985 | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Us Bancorp \De\ | 905 | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | JPMorgan Chase ✦ | 746 | -52.5% | $904,152 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cetera Investment Advisers | 723 | n/a | $876,619 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Hrt Financial Lp | 675 | n/a | $818,000 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 621 | n/a | $789,012 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Aristotle Capital Management, LLC | 650 | n/a | $787,800 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Cwm, Llc | 546 | n/a | $662,000 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Captrust Financial Advisors | 487 | n/a | $590,244 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 449 | n/a | $544,188 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Creative Planning | 375 | n/a | $454,500 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Brown Advisory Inc | 285 | n/a | $345,420 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 218 | n/a | $264,216 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 205 | n/a | $248,755 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 56 | Fifth Third Bancorp | 60 | n/a | $72,720 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Northwestern Mutual Wealth… | 23 | n/a | $27,876 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citigroup Inc | 8 | n/a | $9,696 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“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 ·
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