Wells Fargo & Company
WFC.PL- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000072971
近 90 天,Wells Fargo & Company 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 256 家機構在 13F 申報持有,市值合計 $26.5 億;沒有大師持有。
2022 年第 2 季 13F 持有人
Wells Fargo & Company 在 2022/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 234
- 較 2022 年第 1 季 +25 家
- 持有股數
- 354.3 萬
- 較 2022 年第 1 季 +148.1 萬 (+71.8%)
- 總市值
- $24.0 億
- 較 2022 年第 1 季 −$2.11 億 (−8.1%)
- 新進機構
- 39
- 另有 55 家加碼
- 清倉機構
- 14
- 另有 66 家減碼
另有 1 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WFC.PL 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 256 | $26.5 億 |
| 2026 年第 1 季 | 266 | $24.8 億 |
| 2025 年第 4 季 | 268 | $28.6 億 |
| 2025 年第 3 季 | 255 | $29.3 億 |
| 2025 年第 2 季 | 275 | $27.8 億 |
| 2025 年第 1 季 | 267 | $29.0 億 |
| 2024 年第 4 季 | 259 | $28.5 億 |
| 2024 年第 3 季 | 258 | $31.2 億 |
| 2024 年第 2 季 | 253 | $30.3 億 |
| 2024 年第 1 季 | 254 | $29.6 億 |
| 2023 年第 4 季 | 246 | $29.2 億 |
| 2023 年第 3 季 | 236 | $32.8 億 |
| 2023 年第 2 季 | 232 | $34.0 億 |
| 2023 年第 1 季 | 241 | $27.6 億 |
| 2022 年第 4 季 | 242 | $28.3 億 |
| 2022 年第 3 季 | 232 | $28.5 億 |
| 2022 年第 2 季 | 234 | $24.0 億 |
| 2022 年第 1 季 | 210 | $26.1 億 |
| 2021 年第 4 季 | 221 | $33.0 億 |
| 2021 年第 3 季 | 26 | $4,908 萬 |
| 2021 年第 2 季 | 27 | $5,687 萬 |
| 2021 年第 1 季 | 30 | $4,829 萬 |
2022 年第 2 季持有機構
每家機構持有 Wells Fargo & Company 的股數、市值與佔組合比重;股數變化跟 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Graypoint LLC | 394 | $47.9 萬 | 0.06% | 00.0% | 不變 |
| GWM Advisors LLC | 396 | $48.1 萬 | 0.01% | +396 | 新進 |
| Resources Investment Advisors, LLC. | 413 | $50.2 萬 | 0.02% | +22+5.6% | 加碼 |
| Michael B. Yongue | 420 | $51.1 萬 | 0.45% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 439 | $53.4 萬 | 0.17% | +439 | 新進 |
| Crew Capital Management, Ltd. | 442 | $53.7 萬 | 0.68% | −21−4.5% | 減碼 |
| D.A. Davidson & Co. | 443 | $53.8 萬 | 0.01% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 444 | $54.0 萬 | 0.30% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 451 | $54.8 萬 | 0.28% | 00.0% | 不變 |
| Ancora Advisors, LLC | 483 | $58.7 萬 | 0.02% | +48+11.0% | 加碼 |
| Fernwood Investment Management, LLC | 492 | $59.8 萬 | 0.26% | −100−16.9% | 減碼 |
| UBS Asset Management Americas Inc | – | $60.8 萬 | 0.00% | – | – |
| Independent Wealth Network Inc. | 519 | $63.1 萬 | 0.45% | +3+0.6% | 加碼 |
| Bank of Montreal | 534 | $63.9 萬 | 0.00% | +3+0.6% | 加碼 |
| Wedbush Securities Inc | 567 | $68.9 萬 | 0.04% | +567 | 新進 |
| WFA of San Diego, LLC | 603 | $73.3 萬 | 0.63% | −34−5.3% | 減碼 |
| Bowman & Co S.C. | 629 | $76.4 萬 | 0.67% | +3+0.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 642 | $78.0 萬 | 0.03% | +37+6.1% | 加碼 |
| Centaurus Financial, Inc. | 647 | $78.6 萬 | 0.08% | −66−9.3% | 減碼 |
| Scotia Capital Inc. | 657 | $79.9 萬 | 0.01% | +187+39.8% | 加碼 |
| Searle & Co. | 675 | $82.0 萬 | 0.32% | +175+35.0% | 加碼 |
| Valeo Financial Advisors, LLC | 81,996 | $84.1 萬 | 0.05% | +62+0.1% | 加碼 |
| Ingalls & Snyder LLC | 695 | $84.5 萬 | 0.04% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 708 | $86.1 萬 | 0.08% | −6−0.8% | 減碼 |
| Coastwise Capital Group, LLC | 23,156 | $90.7 萬 | 1.10% | +1,538+7.1% | 加碼 |
| Greenwich Wealth Management LLC | 760 | $92.4 萬 | 0.12% | −743−49.4% | 減碼 |
| Creative Planning | 802 | $97.5 萬 | 0.00% | −131−14.0% | 減碼 |
| United Capital Financial Advisers, LLC | 803 | $97.6 萬 | 0.01% | −6−0.7% | 減碼 |
| StoneX Group Inc. | 873 | $106.1 萬 | 0.13% | −32−3.5% | 減碼 |
| Pennsylvania Capital Management Inc | 902 | $109.6 萬 | 0.58% | +902 | 新進 |
| Chicago Partners Investment Group LLC | 867 | $110.0 萬 | 0.08% | +41+5.0% | 加碼 |
| LexAurum Advisors, LLC | 923 | $112.2 萬 | 0.42% | +22+2.4% | 加碼 |
| Chilton Capital Management LLC | 951 | $115.6 萬 | 0.07% | −31−3.2% | 減碼 |
| Ameriprise Financial Inc | 964 | $117.1 萬 | 0.00% | −42−4.2% | 減碼 |
| Seelaus Asset Management LLC | 980 | $119.1 萬 | 0.88% | −25−2.5% | 減碼 |
| Seven Springs Wealth Group, LLC | 999 | $121.4 萬 | 0.61% | +999 | 新進 |
| Kestra Advisory Services, LLC | 1,013 | $123.1 萬 | 0.01% | +249+32.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,028 | $125.0 萬 | 0.01% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 1,119 | $134.9 萬 | 0.37% | −15−1.3% | 減碼 |
| National Bank of Canada | 1,139 | $138.4 萬 | 0.01% | −1−0.1% | 減碼 |
| Cohen & Steers, Inc. | 1,150 | $139.8 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,240 | $150.7 萬 | 0.10% | −50−3.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,253 | $152.3 萬 | 0.00% | +5+0.4% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,262 | $153.4 萬 | 0.18% | −47−3.6% | 減碼 |
| Rockefeller Capital Management L.P. | 1,270 | $154.3 萬 | 0.01% | +3+0.2% | 加碼 |
| Schnieders Capital Management LLC | 1,290 | $156.8 萬 | 0.47% | +196+17.9% | 加碼 |
| Chilton Investment Co LLC | 1,300 | $158.0 萬 | 0.04% | 00.0% | 不變 |
| Citizens Business Bank | 1,335 | $162.3 萬 | 0.23% | 00.0% | 不變 |
| SEI Investments Co | 1,399 | $169.6 萬 | 0.00% | +112+8.7% | 加碼 |
| Income Research & Management | 1,425 | $171.7 萬 | 0.74% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,459 | $177.3 萬 | 0.28% | −55−3.6% | 減碼 |
| Russell Investments Group, Ltd. | 1,482,000 | $180.0 萬 | 0.00% | +1,482,000 | 新進 |
| Founders Capital Management, LLC | 1,522 | $185.0 萬 | 0.47% | −148−8.9% | 減碼 |
| Truist Financial Corp | 1,547 | $188.0 萬 | 0.00% | −85−5.2% | 減碼 |
| Bowie Capital Management, LLC | 1,600 | $194.5 萬 | 0.30% | 00.0% | 不變 |
| Surevest, LLC | 1,631 | $198.2 萬 | 0.52% | +1,631 | 新進 |
| US Bancorp | 1,664 | $202.2 萬 | 0.00% | +299+21.9% | 加碼 |
| CSM Advisors, LLC | 1,750 | $212.7 萬 | 0.20% | 00.0% | 不變 |
| Wellington Management Group LLP | 1,909 | $232.1 萬 | 0.00% | +1,909 | 新進 |
| Macquarie Group Ltd | 1,948 | $235.7 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Group LLC | 1,970 | $239.5 萬 | 0.07% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,187 | $266.4 萬 | 0.01% | +446+25.6% | 加碼 |
| Everett Harris & Co | 2,208 | $268.4 萬 | 0.05% | −210−8.7% | 減碼 |
| Bessemer Group Inc | 2,271 | $276.0 萬 | 0.01% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 2,339 | $284.4 萬 | 0.00% | −179−7.1% | 減碼 |
| Ulland Investment Advisors, LLC | 2,358 | $286.6 萬 | 2.93% | −3,470−59.5% | 減碼 |
| Phraction Management LLC | 2,533 | $307.9 萬 | 2.04% | +1,660+190.1% | 加碼 |
| Keystone Financial Group | 2,544 | $309.3 萬 | 0.61% | +2,544 | 新進 |
| Laffer Tengler Investments | 2,526 | $309.5 萬 | 1.09% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,587 | $310.8 萬 | 0.01% | +2,587 | 新進 |
| Wittenberg Investment Management, Inc. | 2,727 | $331.5 萬 | 1.40% | −12−0.4% | 減碼 |
| Summitry LLC | 2,779 | $337.8 萬 | 0.25% | −415−13.0% | 減碼 |
| SG Americas Securities, LLC | 3,000 | $364.7 萬 | 0.05% | 00.0% | 不變 |
| First Foundation Advisors | 3,020 | $367.1 萬 | 0.16% | −56−1.8% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,093 | $376.0 萬 | 0.31% | +10+0.3% | 加碼 |
| LPL Financial LLC | 3,129 | $380.3 萬 | 0.00% | +3,129 | 新進 |
| Edgemoor Investment Advisors, Inc. | 3,403 | $413.6 萬 | 0.52% | −43−1.2% | 減碼 |
| Wells Fargo & Company | 3,449 | $419.1 萬 | 0.00% | −229−6.2% | 減碼 |
| Rational Advisors LLC | 3,483 | $423.4 萬 | 0.30% | +1,800+107.0% | 加碼 |
| Goldman Sachs Group Inc | 3,545 | $427.1 萬 | 0.00% | 00.0% | 不變 |
| Hudson Capital Management LLC | 3,554 | $432.0 萬 | 2.05% | +43+1.2% | 加碼 |
| Crawford Investment Counsel Inc | 3,683 | $443.8 萬 | 0.10% | +30+0.8% | 加碼 |
| Commonwealth Equity Services, LLC | 3,792 | $460.9 萬 | 0.01% | +28+0.7% | 加碼 |
| Artemis Wealth Advisors, LLC | 4,497 | $546.6 萬 | 1.50% | +4,497 | 新進 |
| Richard C. Young & CO., LTD. | 4,612 | $560.6 萬 | 0.73% | −75−1.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,767 | $579.5 萬 | 0.15% | +2,310+94.0% | 加碼 |
| Baird Financial Group, Inc. | 5,050 | $613.8 萬 | 0.02% | −269−5.1% | 減碼 |
| Jane Street Group, LLC | 5,400 | $656.4 萬 | 0.01% | +2,751+103.9% | 加碼 |
| Stifel Financial Corp | 5,806 | $704.4 萬 | 0.01% | −356−5.8% | 減碼 |
| Western Asset Management Company, LLC | 5,865 | $712.9 萬 | 3.06% | −1,000−14.6% | 減碼 |
| Neuberger Berman Group LLC | 5,870 | $713.5 萬 | 0.01% | −21−0.4% | 減碼 |
| Norris Perne & French LLP | 5,920 | $719.5 萬 | 0.69% | +33+0.6% | 加碼 |
| Ssi Investment Management LLC | 6,240 | $752.4 萬 | 0.47% | +3,943+171.7% | 加碼 |
| Raymond James & Associates | 6,312 | $767.3 萬 | 0.01% | −7,893−55.6% | 減碼 |
| Conning Inc. | 7,105 | $864.0 萬 | 0.26% | 00.0% | 不變 |
| UBS Group AG | 7,148 | $868.8 萬 | 0.00% | −1,519−17.5% | 減碼 |
| AEGON USA Investment Management, LLC | 8,000 | $966.0 萬 | 5.20% | 00.0% | 不變 |
| Voya Investment Management LLC | 8,998 | $1,094 萬 | 0.03% | +8,998 | 新進 |
| RB Capital Management, LLC | 9,235 | $1,123 萬 | 4.18% | +295+3.3% | 加碼 |
| Citigroup Inc | 9,286 | $1,129 萬 | 0.02% | +5,112+122.5% | 加碼 |