Запись по ценной бумаге · архивный квартал
WFC-PL
Wells Fargo & Company · Financial Services · Banks - Diversified
58Отслеживаемые держатели
0Δ держателей
5.39MАкций в держании
$2.13BОтчётная стоимость
+0Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций 0.0% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Voya Investment Management Llc | 611.45K | — | $741.07M | 0.8% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 293.22K | +0.5% | $355.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 293.22K | +0.5% | $355.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 293.22K | +0.5% | $355.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 293.22K | +0.5% | $355.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 293.22K | +0.5% | $355.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 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 ✦ (пассивный) | 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 ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 255 держатели, 7.12M акции, $2.37B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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