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证券记录 · 已归档季度

WFC-PL

Wells Fargo & Company · Financial Services · Banks - Diversified

1,168.0 +0.3% 市值 $238.62B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
57被追踪持有人
-3Δ持有人
7.72M持有股份
$1.93B报告持仓市值
+1新建仓位
−5清仓
Rising 确信度评分 51/100 3 被追踪股份持续上升的季度数 ●●●○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -5.0% · 股份流向 +17.3% · 净新建仓位 -7.0%公式
集中积累 — 持股数量上升但持有人减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
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
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 Voya Investment Management Llc 574.72K +1.1% $664.95M 0.6% ▲ Add 3 SEC ↗
2 BlackRock (被动) 270.22K -7.8% $312.65M 0.0% ▼ Trim 5 SEC ↗
3 BlackRock (被动) 270.22K -7.8% $312.65M 0.0% ▼ Trim 5 SEC ↗
4 BlackRock (被动) 270.22K -7.8% $312.65M 0.0% ▼ Trim 5 SEC ↗
5 BlackRock (被动) 270.22K -7.8% $312.65M 0.0% ▼ Trim 5 SEC ↗
6 BlackRock (被动) 270.22K -7.8% $312.65M 0.0% ▼ Trim 5 SEC ↗
7 BlackRock (被动) 270.22K -7.8% $312.65M 0.0% ▼ Trim 5 SEC ↗
8 First Trust Advisors Lp 158.56K 0.0% $183.45M 0.1% Held 3 SEC ↗
9 Victory Capital Management Inc 74.03K +8.1% $85.65M 0.0% ▲ Add 3 SEC ↗
10 State Street Global Advisors (被动) 59.86K +19.1% $69.34M 0.0% ▲ Add 7 SEC ↗
11 Manufacturers Life Insurance… 56.50K -1.8% $65.59M 0.1% ▼ Trim 3 SEC ↗
12 Allianz Asset Management GmbH 53.94K 0.0% $62.41M 0.1% Held 3 SEC ↗
13 MIRAE ASSET GLOBAL ETFS HOLDINGS… 46.73K -0.4% $54.07M 0.1% ▼ Trim 3 SEC ↗
14 Invesco Ltd. 46.01K +0.2% $53.24M 0.0% ▲ Add 3 SEC ↗
15 Invesco Ltd. 46.01K +0.2% $53.24M 0.0% ▲ Add 3 SEC ↗
16 Invesco Ltd. 46.01K +0.2% $53.24M 0.0% ▲ Add 3 SEC ↗
17 Nuveen, LLC 45.29K -2.2% $52.40M 0.0% ▼ Trim 3 SEC ↗
18 Morgan Stanley 41.97K -9.7% $48.56M 0.0% ▼ Trim 4 SEC ↗
19 Morgan Stanley 41.97K -9.7% $48.56M 0.0% ▼ Trim 4 SEC ↗
20 Morgan Stanley 41.97K -9.7% $48.56M 0.0% ▼ Trim 4 SEC ↗
21 Morgan Stanley 41.97K -9.7% $48.56M 0.0% ▼ Trim 4 SEC ↗
22 Fidelity (FMR) 41.07K -4.1% $47.52M 0.0% ▼ Trim 5 SEC ↗
23 Fidelity (FMR) 41.07K -4.1% $47.52M 0.0% ▼ Trim 5 SEC ↗
24 Wellington Management 34.21K -4.8% $39.63M 0.0% ▼ Trim 9 SEC ↗
25 Wellington Management 34.21K -4.8% $39.63M 0.0% ▼ Trim 9 SEC ↗
26 Bank Of America Corp /De/ 28.53K -1.1% $33.01M 0.0% ▼ Trim 3 SEC ↗
27 Bank Of America Corp /De/ 28.53K -1.1% $33.01M 0.0% ▼ Trim 3 SEC ↗
28 Bank Of America Corp /De/ 28.53K -1.1% $33.01M 0.0% ▼ Trim 3 SEC ↗
29 Focus Partners Wealth 25.92K +3.6% $29.99M 0.0% ▲ Add 3 SEC ↗
30 UBS Group AG 9.12K +2.0% $10.55M 0.0% ▲ Add 3 SEC ↗
31 UBS Group AG 9.12K +2.0% $10.55M 0.0% ▲ Add 3 SEC ↗
32 Raymond James Financial Inc 8.25K +0.4% $9.55M 0.0% ▲ Add 3 SEC ↗
33 Raymond James Financial Inc 8.25K +0.4% $9.55M 0.0% ▲ Add 3 SEC ↗
34 Stifel Financial Corp 8.21K -11.5% $9.50M 0.0% ▼ Trim 3 SEC ↗
35 Stifel Financial Corp 8.21K -11.5% $9.50M 0.0% ▼ Trim 3 SEC ↗
36 LPL Financial LLC 8.12K +0.2% $9.40M 0.0% ▲ Add 3 SEC ↗
37 Baird Financial Group, Inc. 6.13K +4.9% $7.10M 0.0% ▲ Add 3 SEC ↗
38 Baird Financial Group, Inc. 6.13K +4.9% $7.10M 0.0% ▲ Add 3 SEC ↗
39 Russell Investments Group, Ltd. 5.90M +20.4% $6.83M 0.0% ▲ Add 3 SEC ↗
40 Alliancebernstein L.P. 5.05K -35.1% $5.83M 0.0% ▼ Trim 3 SEC ↗
41 Franklin Resources Inc 5.01K 0.0% $5.80M 0.0% Held 3 SEC ↗
42 Franklin Resources Inc 5.01K 0.0% $5.80M 0.0% Held 3 SEC ↗
43 Franklin Resources Inc 5.01K 0.0% $5.80M 0.0% Held 3 SEC ↗
44 Wells Fargo & Company/Mn 4.54K -1.6% $5.25M 0.0% ▼ Trim 3 SEC ↗
45 Wells Fargo & Company/Mn 4.54K -1.6% $5.25M 0.0% ▼ Trim 3 SEC ↗
46 Wells Fargo & Company/Mn 4.54K -1.6% $5.25M 0.0% ▼ Trim 3 SEC ↗
47 First Manhattan Co. Llc. 4.47K -39.5% $5.18M 0.0% ▼ Trim 3 SEC ↗
48 Mariner, LLC 3.93K +2.7% $4.55M 0.0% ▲ Add 3 SEC ↗
49 Commonwealth Equity Services, Llc 3.62K +0.4% $4.18M 0.0% ▲ Add 3 SEC ↗
50 Neuberger Berman Group LLC 3.37K +31.7% $3.89M 0.0% ▲ Add 3 SEC ↗
51 Neuberger Berman Group LLC 3.37K +31.7% $3.89M 0.0% ▲ Add 3 SEC ↗
52 Goldman Sachs Group 3.32K -6.5% $3.85M 0.0% ▼ Trim 4 SEC ↗
53 Envestnet Asset Management Inc 3.20K +6.3% $3.71M 0.0% ▲ Add 3 SEC ↗
54 Hrt Financial Lp 2.34K +269.5% $2.71M 0.0% ▲ Add 3 SEC ↗
55 Corient Private Wealth LP 2.27K +175.2% $2.62M 0.0% ▲ Add 3 SEC ↗
56 Wealth Enhancement Advisory… 2.07K +13.0% $2.43M 0.0% ▲ Add 3 SEC ↗
57 Osaic Holdings, Inc. 2.07K +15.0% $2.40M 0.0% ▲ Add 3 SEC ↗
58 Osaic Holdings, Inc. 2.07K +15.0% $2.40M 0.0% ▲ Add 3 SEC ↗
59 Schroder Investment Management Group 1.53K 0.0% $1.77M 0.0% Held 2 SEC ↗
60 National Bank Of Canada /Fi/ 1.52K -2.2% $1.76M 0.0% ▼ Trim 3 SEC ↗
61 Truist Financial Corp 1.28K -11.2% $1.48M 0.0% ▼ Trim 3 SEC ↗
62 Truist Financial Corp 1.28K -11.2% $1.48M 0.0% ▼ Trim 3 SEC ↗
63 Sei Investments Co 1.25K -1.0% $1.45M 0.0% ▼ Trim 3 SEC ↗
64 Sei Investments Co 1.25K -1.0% $1.45M 0.0% ▼ Trim 3 SEC ↗
65 Rockefeller Capital Management L.P. 1.24K -0.8% $1.43M 0.0% ▼ Trim 3 SEC ↗
66 Cerity Partners LLC 1.11K +0.1% $1.29M 0.0% ▲ Add 3 SEC ↗
67 Blair William & Co/Il 1.01K -1.0% $1.16M 0.0% ▼ Trim 3 SEC ↗
68 Us Bancorp \De\ 905 0.0% $1.05M 0.0% Held 3 SEC ↗
69 Us Bancorp \De\ 905 0.0% $1.05M 0.0% Held 3 SEC ↗
70 Us Bancorp \De\ 905 0.0% $1.05M 0.0% Held 3 SEC ↗
71 Jones Financial Companies Lllp 777 +29.9% $902,182 0.0% ▲ Add 3 SEC ↗
72 JPMorgan Chase 745 +1.2% $860,475 0.0% ▲ Add 4 SEC ↗
73 Aristotle Capital Management, LLC 650 0.0% $752,050 0.0% Held 3 SEC ↗
74 Cetera Investment Advisers 575 -14.4% $665,699 0.0% ▼ Trim 3 SEC ↗
75 Creative Planning 531 +38.3% $613,867 0.0% ▲ Add 3 SEC ↗
76 Creative Planning 531 +38.3% $613,867 0.0% ▲ Add 3 SEC ↗
77 Ameriprise Financial Inc 465 -1.9% $538,005 0.0% ▼ Trim 3 SEC ↗
78 Ameriprise Financial Inc 465 -1.9% $538,005 0.0% ▼ Trim 3 SEC ↗
79 Brown Advisory Inc 445 +38.6% $514,865 0.0% ▲ Add 3 SEC ↗
80 Fifth Third Bancorp 340 -13.9% $392,733 0.0% ▼ Trim 3 SEC ↗
81 Captrust Financial Advisors 308 -30.9% $356,574 0.0% ▼ Trim 3 SEC ↗
82 UBS AM, a distinct business unit of… 300 0.0% $347,100 0.0% Held 2 SEC ↗
83 Pnc Financial Services Group, Inc. 214 -1.8% $247,598 0.0% ▼ Trim 3 SEC ↗
84 Bank Of Montreal /Can/ 209 +14.8% $242,141 0.0% ▲ Add 3 SEC ↗
85 Bank Of Montreal /Can/ 209 +14.8% $242,141 0.0% ▲ Add 3 SEC ↗
86 Bank Of Montreal /Can/ 209 +14.8% $242,141 0.0% ▲ Add 3 SEC ↗
87 Bank Of Montreal /Can/ 209 +14.8% $242,141 0.0% ▲ Add 3 SEC ↗
88 Millennium Management 156.00K 新增 $181,716 0.0% New 1 SEC ↗
89 Northwestern Mutual Wealth… 40 +73.9% $46,280 0.0% ▲ Add 3 SEC ↗
90 Citigroup Inc 6 -66.7% $6,942 0.0% ▼ Trim 3 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Millennium Management $181,716 0.0%

已清仓

First Eagle Investment… $29.73M 曾为 0.1%
Jane Street Group, Llc $3.93M 曾为 0.0%
Barclays Plc $1.13M 曾为 0.0%
Mercer Global Advisors Inc… $209,323 曾为 0.0%
TD Waterhouse Canada Inc. $37,056 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 255 持有人, 7.12M 股份, $2.37B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q2 2026 · 方法论 · 通过API获取此数据