Security record · archived quarter
WFC-PL
Wells Fargo & Company · Financial Services · Banks - Diversified
57Tracked holders
-3Δ holders
7.72MShares held
$1.93BReported value
+1New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -5.0% ·
share flow +17.3% ·
net new positions -7.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 | — | — |
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Voya Investment Management Llc | 574.72K | +1.1% | $664.95M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 270.22K | -7.8% | $312.65M | 0.0% | ▼ Trim | 5 | SEC ↗ ×6 |
| 3 | First Trust Advisors Lp | 158.56K | 0.0% | $183.45M | 0.1% | Held | 3 | SEC ↗ |
| 4 | Victory Capital Management Inc | 74.03K | +8.1% | $85.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 59.86K | +19.1% | $69.34M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Manufacturers Life Insurance… | 56.50K | -1.8% | $65.59M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Allianz Asset Management GmbH | 53.94K | 0.0% | $62.41M | 0.1% | Held | 3 | SEC ↗ |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 46.73K | -0.4% | $54.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Invesco Ltd. | 46.01K | +0.2% | $53.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Nuveen, LLC | 45.29K | -2.2% | $52.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 41.97K | -9.7% | $48.56M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 12 | Fidelity (FMR) ✦ | 41.07K | -4.1% | $47.52M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 13 | Wellington Management ✦ | 34.21K | -4.8% | $39.63M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 28.53K | -1.1% | $33.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Focus Partners Wealth | 25.92K | +3.6% | $29.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 9.12K | +2.0% | $10.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Raymond James Financial Inc | 8.25K | +0.4% | $9.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 8.21K | -11.5% | $9.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | LPL Financial LLC | 8.12K | +0.2% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 6.13K | +4.9% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Russell Investments Group, Ltd. | 5.90M | +20.4% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Alliancebernstein L.P. | 5.05K | -35.1% | $5.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Franklin Resources Inc | 5.01K | 0.0% | $5.80M | 0.0% | Held | 3 | SEC ↗ ×3 |
| 24 | Wells Fargo & Company/Mn | 4.54K | -1.6% | $5.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | First Manhattan Co. Llc. | 4.47K | -39.5% | $5.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Mariner, LLC | 3.93K | +2.7% | $4.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 3.62K | +0.4% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Neuberger Berman Group LLC | 3.37K | +31.7% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Goldman Sachs Group ✦ | 3.32K | -6.5% | $3.85M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 3.20K | +6.3% | $3.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Hrt Financial Lp | 2.34K | +269.5% | $2.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Corient Private Wealth LP | 2.27K | +175.2% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 2.07K | +13.0% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 2.07K | +15.0% | $2.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Schroder Investment Management Group | 1.53K | 0.0% | $1.77M | 0.0% | Held | 2 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 1.52K | -2.2% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 1.28K | -11.2% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Sei Investments Co | 1.25K | -1.0% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | Rockefeller Capital Management L.P. | 1.24K | -0.8% | $1.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Cerity Partners LLC | 1.11K | +0.1% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Blair William & Co/Il | 1.01K | -1.0% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 905 | 0.0% | $1.05M | 0.0% | Held | 3 | SEC ↗ ×3 |
| 43 | Jones Financial Companies Lllp | 777 | +29.9% | $902,182 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 745 | +1.2% | $860,475 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Aristotle Capital Management, LLC | 650 | 0.0% | $752,050 | 0.0% | Held | 3 | SEC ↗ |
| 46 | Cetera Investment Advisers | 575 | -14.4% | $665,699 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Creative Planning | 531 | +38.3% | $613,867 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Ameriprise Financial Inc | 465 | -1.9% | $538,005 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Brown Advisory Inc | 445 | +38.6% | $514,865 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Fifth Third Bancorp | 340 | -13.9% | $392,733 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Captrust Financial Advisors | 308 | -30.9% | $356,574 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 300 | 0.0% | $347,100 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 214 | -1.8% | $247,598 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 209 | +14.8% | $242,141 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 55 | Millennium Management ✦ | 156.00K | New | $181,716 | 0.0% | New | 1 | SEC ↗ |
| 56 | Northwestern Mutual Wealth… | 40 | +73.9% | $46,280 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Citigroup Inc | 6 | -66.7% | $6,942 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $181,716 | 0.0% |
Exited
| First Eagle Investment… | $29.73M | was 0.1% |
| Jane Street Group, Llc | $3.93M | was 0.0% |
| Barclays Plc | $1.13M | was 0.0% |
| Mercer Global Advisors Inc… | $209,323 | was 0.0% |
| TD Waterhouse Canada Inc. | $37,056 | 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: Q2 2026 ·
Methodology ·
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