Wells Fargo & Company
WFC.PL- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000072971
No open-market purchases or sales by Wells Fargo & Company insiders were filed in the last 90 days; 256 institutions reported holding it in 13F filings for Q2 2026, worth $2.65B in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Wells Fargo & Company changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 30 | 27 | −3 |
| Shares | 34.0K | 37.3K | +3.32K (+9.8%) |
| Value | $48.3M | $56.9M | +$8.58M (+17.8%) |
New holders (4)
Institutions that held Wells Fargo & Company at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| CSM Advisors, LLC | 1,750 | $2.67M | 0.18% |
| Whalerock Point Partners, LLC | 1,436 | $2.19M | 0.84% |
| Van Hulzen Asset Management, LLC | 1,275 | $1.95M | 0.29% |
| Steward Partners Investment Advisory, LLC | 204 | $311.0K | 0.01% |
Sold out (7)
Institutions that held Wells Fargo & Company at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Rational Advisors LLC | 1,453 | $2.06M |
| F/M Investments LLC | 957 | $1.36M |
| Seelaus Asset Management LLC | 942 | $1.33M |
| WFA of San Diego, LLC | 656 | $930.0K |
| Michael B. Yongue | 460 | $652.0K |
| Davis R M Inc | 200 | $283.0K |
| Holloway Wealth Management, LLC | – | $142.0K |