증권 기록 · 과거 분기 (아카이브)
WFC-PL
Wells Fargo & Company · Financial Services · Banks - Diversified
62추적 보유자
+3Δ 보유자
6.61M보유 주식 수
$1.97B보고 가치
+5신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +5.1% ·
주식 흐름 +22.4% ·
순 신규 포지션 +4.8%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Voya Investment Management Llc | 568.49K | -7.0% | $656.61M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (패시브) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (패시브) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (패시브) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (패시브) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (패시브) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (패시브) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | First Trust Advisors Lp | 158.56K | -0.1% | $183.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Victory Capital Management Inc | 68.50K | +0.8% | $79.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Manufacturers Life Insurance… | 57.54K | +0.2% | $66.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Allianz Asset Management GmbH | 53.94K | 0.0% | $62.30M | 0.1% | Held | 2 | SEC ↗ |
| 12 | State Street Global Advisors ✦ (패시브) | 50.26K | -7.0% | $57.59M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 46.93K | -0.4% | $54.20M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 46.47K | -0.9% | $53.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 46.47K | -0.9% | $53.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 46.47K | -0.9% | $53.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 46.47K | -0.9% | $53.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Nuveen, LLC | 46.32K | -0.1% | $53.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 45.92K | +0.1% | $53.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Invesco Ltd. | 45.92K | +0.1% | $53.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Invesco Ltd. | 45.92K | +0.1% | $53.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Invesco Ltd. | 45.92K | +0.1% | $53.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 42.84K | 0.0% | $49.57M | 0.0% | Held | 4 | SEC ↗ |
| 24 | Wellington Management ✦ | 35.93K | -2.3% | $41.17M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 25 | Wellington Management ✦ | 35.93K | -2.3% | $41.17M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 28.85K | -0.6% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 28.85K | -0.6% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 28.85K | -0.6% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | First Eagle Investment Management… | 25.74K | 0.0% | $29.73M | 0.1% | Held | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 25.03K | +24.9% | $28.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 9.27K | +3.3% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 9.27K | +3.3% | $10.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 8.94K | +19.9% | $10.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Raymond James Financial Inc | 8.22K | -1.7% | $9.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Raymond James Financial Inc | 8.22K | -1.7% | $9.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Alliancebernstein L.P. | 7.78K | -1.3% | $9.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | LPL Financial LLC | 8.11K | +5.8% | $9.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | First Manhattan Co. Llc. | 7.40K | +0.5% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 5.84K | +2.0% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Baird Financial Group, Inc. | 5.84K | +2.0% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 5.01K | 0.0% | $5.79M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Franklin Resources Inc | 5.01K | 0.0% | $5.79M | 0.0% | Held | 2 | SEC ↗ |
| 43 | Franklin Resources Inc | 5.01K | 0.0% | $5.79M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 4.90M | +34.8% | $5.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 4.62K | +2.2% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 4.62K | +2.2% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 4.62K | +2.2% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Mariner, LLC | 3.83K | -0.7% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 3.60K | -2.2% | $4.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 3.55K | +8.3% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 3.55K | +8.3% | $4.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Jane Street Group, Llc | 3.41K | 신규 | $3.93M | 0.0% | New | 1 | SEC ↗ |
| 53 | Envestnet Asset Management Inc | 3.01K | +3.5% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 2.56K | +3.9% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 1.83K | +37.7% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Osaic Holdings, Inc. | 1.80K | -6.0% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Osaic Holdings, Inc. | 1.80K | -6.0% | $2.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 1.56K | 0.0% | $1.80M | 0.0% | Held | 2 | SEC ↗ |
| 59 | Schroder Investment Management Group | 1.53K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Truist Financial Corp | 1.44K | -60.3% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Truist Financial Corp | 1.44K | -60.3% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Sei Investments Co | 1.27K | +0.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Sei Investments Co | 1.27K | +0.3% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 1.25K | +0.6% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Cerity Partners LLC | 1.11K | -4.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Blair William & Co/Il | 1.02K | +3.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Barclays Plc | 975 | 신규 | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 68 | Us Bancorp \De\ | 905 | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 69 | Us Bancorp \De\ | 905 | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 70 | Us Bancorp \De\ | 905 | 0.0% | $1.05M | 0.0% | Held | 2 | SEC ↗ |
| 71 | Corient Private Wealth LP | 823 | -82.6% | $950,565 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 736 | -1.3% | $850,080 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Cetera Investment Advisers | 672 | -7.0% | $776,232 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Aristotle Capital Management, LLC | 650 | 0.0% | $750,750 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Hrt Financial Lp | 633 | -6.2% | $731,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Jones Financial Companies Lllp | 598 | +33.2% | $681,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Cwm, Llc | 544 | -0.4% | $628,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 474 | -23.7% | $547,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Ameriprise Financial Inc | 474 | -23.7% | $547,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Captrust Financial Advisors | 446 | -8.4% | $515,326 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Fifth Third Bancorp | 395 | +558.3% | $455,917 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Creative Planning | 384 | +2.4% | $443,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Brown Advisory Inc | 321 | +12.6% | $370,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | UBS AM, a distinct business unit of… | 300 | 신규 | $346,500 | 0.0% | New | 1 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 218 | 0.0% | $251,790 | 0.0% | Held | 2 | SEC ↗ |
| 86 | Bank Of Montreal /Can/ | 182 | -11.2% | $210,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 182 | -11.2% | $210,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 182 | -11.2% | $210,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 182 | -11.2% | $210,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 182 | -11.2% | $210,514 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Mercer Global Advisors Inc /Adv | 181 | 신규 | $209,323 | 0.0% | New | 1 | SEC ↗ |
| 92 | TD Waterhouse Canada Inc. | 32 | 신규 | $37,056 | 0.0% | New | 1 | SEC ↗ |
| 93 | Northwestern Mutual Wealth… | 23 | 0.0% | $26,565 | 0.0% | Held | 2 | SEC ↗ |
| 94 | Citigroup Inc | 18 | +125.0% | $20,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| Hsbc Holdings Plc | $8.93M | 이었음 0.0% |
| New York State Common… | $7.66M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 255 보유 기관, 7.12M 주식, $2.37B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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