Security record · archived quarter
WFC-PL
Wells Fargo & Company · Financial Services · Banks - Diversified
62Tracked holders
+3Δ holders
6.61MShares held
$1.97BReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.1% ·
share flow +22.4% ·
net new positions +4.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.05K | $1.13M | n/a | n/a |
| Q2 2026 | 58 | -3 | 7.74M | $1.96B | +1 | −4 |
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Voya Investment Management Llc | 568.49K | -7.0% | $656.61M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 3 | First Trust Advisors Lp | 158.56K | -0.1% | $183.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Victory Capital Management Inc | 68.50K | +0.8% | $79.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Manufacturers Life Insurance… | 57.54K | +0.2% | $66.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Allianz Asset Management GmbH | 53.94K | 0.0% | $62.30M | 0.1% | Held | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 50.26K | -7.0% | $57.59M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 46.93K | -0.4% | $54.20M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 46.47K | -0.9% | $53.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Nuveen, LLC | 46.32K | -0.1% | $53.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Invesco Ltd. | 45.92K | +0.1% | $53.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Fidelity (FMR) ✦ | 42.84K | 0.0% | $49.57M | 0.0% | Held | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 35.93K | -2.3% | $41.17M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 28.85K | -0.6% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | First Eagle Investment Management… | 25.74K | 0.0% | $29.73M | 0.1% | Held | 2 | SEC ↗ |
| 16 | Focus Partners Wealth | 25.03K | +24.9% | $28.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Stifel Financial Corp | 9.27K | +3.3% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | UBS Group AG | 8.94K | +19.9% | $10.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 8.22K | -1.7% | $9.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Alliancebernstein L.P. | 7.78K | -1.3% | $9.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | LPL Financial LLC | 8.11K | +5.8% | $9.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | First Manhattan Co. Llc. | 7.40K | +0.5% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 5.84K | +2.0% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Franklin Resources Inc | 5.01K | 0.0% | $5.79M | 0.0% | Held | 2 | SEC ↗ ×3 |
| 25 | Russell Investments Group, Ltd. | 4.90M | +34.8% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 4.62K | +2.2% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Mariner, LLC | 3.83K | -0.7% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 3.60K | -2.2% | $4.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 3.55K | +8.3% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Jane Street Group, Llc | 3.41K | New | $3.93M | 0.0% | New | 1 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 3.01K | +3.5% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Neuberger Berman Group LLC | 2.56K | +3.9% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 1.83K | +37.7% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 1.80K | -6.0% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | National Bank Of Canada /Fi/ | 1.56K | 0.0% | $1.80M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Schroder Investment Management Group | 1.53K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 1.44K | -60.3% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Sei Investments Co | 1.27K | +0.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Rockefeller Capital Management L.P. | 1.25K | +0.6% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 1.11K | -4.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 1.02K | +3.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Barclays Plc | 975 | New | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 43 | Us Bancorp \De\ | 905 | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ ×3 |
| 44 | Corient Private Wealth LP | 823 | -82.6% | $950,565 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 736 | -1.3% | $850,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Cetera Investment Advisers | 672 | -7.0% | $776,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Aristotle Capital Management, LLC | 650 | 0.0% | $750,750 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Hrt Financial Lp | 633 | -6.2% | $731,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 598 | +33.2% | $681,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Cwm, Llc | 544 | -0.4% | $628,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 474 | -23.7% | $547,470 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Captrust Financial Advisors | 446 | -8.4% | $515,326 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Fifth Third Bancorp | 395 | +558.3% | $455,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Creative Planning | 384 | +2.4% | $443,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Brown Advisory Inc | 321 | +12.6% | $370,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 300 | New | $346,500 | 0.0% | New | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 218 | 0.0% | $251,790 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 182 | -11.2% | $210,514 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 59 | Mercer Global Advisors Inc /Adv | 181 | New | $209,323 | 0.0% | New | 1 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 32 | New | $37,056 | 0.0% | New | 1 | SEC ↗ |
| 61 | Northwestern Mutual Wealth… | 23 | 0.0% | $26,565 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Citigroup Inc | 18 | +125.0% | $20,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $3.93M | 0.0% |
| Barclays Plc | $1.13M | 0.0% |
| UBS AM, a distinct business… | $346,500 | 0.0% |
| Mercer Global Advisors Inc… | $209,323 | 0.0% |
| TD Waterhouse Canada Inc. | $37,056 | 0.0% |
Exited
| Hsbc Holdings Plc | $8.93M | was 0.0% |
| New York State Common… | $7.66M | 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.
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: Q1 2026 ·
Methodology ·
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