Запись по ценной бумаге · архивный квартал
WFC-PL
Wells Fargo & Company · Financial Services · Banks - Diversified
62Отслеживаемые держатели
+3Δ держателей
6.61MАкций в держании
$1.97BОтчётная стоимость
+5Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +5.1% ·
поток акций +22.4% ·
новые чистые позиции +4.8%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Voya Investment Management Llc | 568.49K | -7.0% | $656.61M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 293.17K | 0.0% | $338.61M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 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 ✦ (пассивный) | 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 | Новый | $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 | Новый | $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 | Новый | $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 | Новый | $209,323 | 0.0% | New | 1 | SEC ↗ |
| 92 | TD Waterhouse Canada Inc. | 32 | Новый | $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 ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| 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% |
Закрыто
| Hsbc Holdings Plc | $8.93M | составлял 0.0% |
| New York State Common… | $7.66M | составлял 0.0% |
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: Q1 2026 ·
Методология ·
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