WFC
Wells Fargo & Company · Financial Services · Banks - Diversified
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -1.9% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 3.47M | $269.07M | n/a | n/a |
| Q2 2026 | 188 | +5 | 1.99B | $164.35B | +6 | n/a |
| Q1 2026 | 185 | +1 | 1.98B | $157.08B | +5 | −5 |
| Q4 2025 | 183 | 0 | 2.16B | $200.85B | +2 | −1 |
| Q3 2025 | 28 | 0 | 1.53B | $128.17B | +1 | −2 |
| Q2 2025 | 26 | -1 | 1.24B | $99.54B | n/a | −1 |
| Q1 2025 | 24 | -2 | 506.71M | $36.36B | n/a | −2 |
| Q4 2024 | 26 | +1 | 548.21M | $38.50B | +1 | n/a |
| Q3 2024 | 24 | 0 | 453.26M | $25.59B | n/a | n/a |
| Q2 2024 | 24 | n/a | 462.13M | $27.44B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 91.25M | +27.0% | $5.15B | 0.9% | ▲ Add | 2 | SEC ↗ ×9 |
| 2 | Dodge & Cox ✦ | 86.95M | -5.8% | $4.91B | 2.8% | ▼ Trim | 2 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passief) | 71.18M | -0.4% | $4.01B | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passief) | 43.93M | -2.5% | $2.48B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 36.39M | -20.7% | $2.06B | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | PRIMECAP Management ✦ | 32.02M | -13.9% | $1.81B | 1.3% | ▼ Trim | 2 | SEC ↗ |
| 7 | Arrowstreet Capital ✦ | 25.06M | -17.1% | $1.42B | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Harris Associates (Oakmark) ✦ | 21.12M | -1.2% | $1.19B | 2.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Capital World Investors ✦ | 13.85M | +0.1% | $782.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Millennium Management ✦ | 9.48M | -31.2% | $535.42M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 5.22M | +136.3% | $295.01M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 3.55M | +186.4% | $200.28M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 3.05M | -8.8% | $172.20M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 2.11M | -39.7% | $118.93M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | AQR Capital Management ✦ | 1.66M | +62.2% | $92.52M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 16 | Point72 Asset Management ✦ | 1.43M | -2.8% | $80.78M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 1.41M | +75.3% | $79.60M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 1.24M | +0.3% | $69.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Tweedy, Browne ✦ | 854.28K | -1.9% | $48.26M | 2.3% | ▼ Trim | 2 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 806.23K | -4.2% | $45.54M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 21 | Marshall Wace ✦ | 417.90K | -82.1% | $23.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Markel Group ✦ | 204.45K | 0.0% | $11.55M | 0.1% | Held | 2 | SEC ↗ ×2 |
| 23 | Gotham Asset Management ✦ | 73.25K | +2.7% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 24.83K | +13.8% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 2,782 houders, 2.18B aandelen, $169.53B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.