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 3 季 13F 持有人
Wells Fargo & Company 在 2022/9/30 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
- 232
- 較 2022 年第 2 季 +1 家
- 持有股數
- 335.6 萬
- 較 2022 年第 2 季 −18.6 萬 (−5.3%)
- 總市值
- $28.5 億
- 較 2022 年第 2 季 +$4.52 億 (+18.8%)
- 新進機構
- 18
- 另有 72 家加碼
- 清倉機構
- 17
- 另有 60 家減碼
另有 3 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 483 | $58.2 萬 | 0.02% | 00.0% | 不變 |
| Fernwood Investment Management, LLC | 492 | $59.2 萬 | 0.25% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | – | $60.2 萬 | 0.00% | – | – |
| First Hawaiian Bank | 514 | $61.9 萬 | 0.02% | +228+79.7% | 加碼 |
| Independent Wealth Network Inc. | 519 | $62.5 萬 | 0.49% | 00.0% | 不變 |
| Citadel Advisors LLC | 591 | $69.5 萬 | 0.00% | +275+87.0% | 加碼 |
| WFA of San Diego, LLC | 593 | $71.4 萬 | 0.64% | −10−1.7% | 減碼 |
| Wedbush Securities Inc | 605 | $72.8 萬 | 0.04% | +38+6.7% | 加碼 |
| Bowman & Co S.C. | 633 | $76.2 萬 | 0.69% | +4+0.6% | 加碼 |
| Whittier Trust Co of Nevada Inc | 642 | $77.3 萬 | 0.03% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 647 | $77.9 萬 | 0.08% | 00.0% | 不變 |
| Searle & Co. | 675 | $81.3 萬 | 0.31% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 677 | $81.5 萬 | 0.05% | −18−2.6% | 減碼 |
| Greenwich Wealth Management LLC | 694 | $83.6 萬 | 0.09% | −66−8.7% | 減碼 |
| Level Four Advisory Services, LLC | 708 | $85.2 萬 | 0.08% | 00.0% | 不變 |
| Scotia Capital Inc. | 712 | $85.7 萬 | 0.01% | +55+8.4% | 加碼 |
| Creative Planning | 725 | $87.3 萬 | 0.00% | −77−9.6% | 減碼 |
| Coastwise Capital Group, LLC | 21,849 | $87.9 萬 | 1.39% | −1,307−5.6% | 減碼 |
| Valeo Financial Advisors, LLC | 82,077 | $93.1 萬 | 0.06% | +81+0.1% | 加碼 |
| United Capital Financial Advisers, LLC | 830 | $99.9 萬 | 0.01% | +27+3.4% | 加碼 |
| Chilton Capital Management LLC | 836 | $100.7 萬 | 0.07% | −115−12.1% | 減碼 |
| Bank of Montreal | 878 | $103.0 萬 | 0.00% | +344+64.4% | 加碼 |
| Chicago Partners Investment Group LLC | 917 | $103.9 萬 | 0.07% | +50+5.8% | 加碼 |
| StoneX Group Inc. | 881 | $106.1 萬 | 0.15% | +8+0.9% | 加碼 |
| Russell Investments Group, Ltd. | 900,000 | $108.3 萬 | 0.00% | −582,000−39.3% | 減碼 |
| Pennsylvania Capital Management Inc | 902 | $108.6 萬 | 0.60% | 00.0% | 不變 |
| Captrust Financial Advisors | 922 | $110.4 萬 | 0.01% | +922 | 新進 |
| LexAurum Advisors, LLC | 964 | $116.0 萬 | 0.45% | +41+4.4% | 加碼 |
| Seelaus Asset Management LLC | 968 | $116.5 萬 | 0.93% | −12−1.2% | 減碼 |
| Seven Springs Wealth Group, LLC | 1,035 | $124.6 萬 | 0.68% | +36+3.6% | 加碼 |
| Ameriprise Financial Inc | 1,065 | $128.2 萬 | 0.00% | +101+10.5% | 加碼 |
| Kelly Lawrence W & Associates Inc | 1,134 | $132.5 萬 | 0.37% | +15+1.3% | 加碼 |
| National Bank of Canada | 1,153 | $136.9 萬 | 0.01% | +14+1.2% | 加碼 |
| Cohen & Steers, Inc. | 1,150 | $138.5 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,240 | $149.3 萬 | 0.10% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 1,257 | $151.3 萬 | 0.19% | −5−0.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,256 | $151.3 萬 | 0.00% | +3+0.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,258 | $151.5 萬 | 0.02% | +230+22.4% | 加碼 |
| Rockefeller Capital Management L.P. | 1,270 | $152.9 萬 | 0.01% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,271 | $153.0 萬 | 0.25% | −188−12.9% | 減碼 |
| Chilton Investment Co LLC | 1,300 | $156.5 萬 | 0.05% | 00.0% | 不變 |
| Truist Financial Corp | 1,383 | $166.5 萬 | 0.00% | −164−10.6% | 減碼 |
| Income Research & Management | 1,425 | $166.6 萬 | 0.78% | 00.0% | 不變 |
| US Bancorp | 1,453 | $174.9 萬 | 0.00% | −211−12.7% | 減碼 |
| SEI Investments Co | 1,458 | $175.5 萬 | 0.00% | +59+4.2% | 加碼 |
| Founders Capital Management, LLC | 1,469 | $176.9 萬 | 0.50% | −53−3.5% | 減碼 |
| Marathon Capital Management | 1,533 | $184.6 萬 | 0.53% | +1,533 | 新進 |
| Schnieders Capital Management LLC | 1,600 | $192.6 萬 | 0.51% | +310+24.0% | 加碼 |
| Bowie Capital Management, LLC | 1,600 | $192.7 萬 | 0.30% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 1,605 | $193.2 萬 | 0.41% | +1,389+643.1% | 加碼 |
| Ulland Investment Advisors, LLC | 1,643 | $197.8 萬 | 2.16% | −715−30.3% | 減碼 |
| Surevest, LLC | 1,716 | $206.6 萬 | 0.56% | +85+5.2% | 加碼 |
| CSM Advisors, LLC | 1,750 | $210.8 萬 | 0.23% | 00.0% | 不變 |
| Jane Street Group, LLC | 1,886 | $227.1 萬 | 0.00% | −3,514−65.1% | 減碼 |
| Wellington Management Group LLP | 1,909 | $229.8 萬 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 1,948 | $230.8 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Group LLC | 1,970 | $237.2 萬 | 0.07% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 2,001 | $240.9 萬 | 0.00% | −338−14.5% | 減碼 |
| Everett Harris & Co | 2,061 | $245.8 萬 | 0.05% | −147−6.7% | 減碼 |
| Bessemer Group Inc | 2,271 | $273.4 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 2,286 | $275.7 萬 | 0.01% | +99+4.5% | 加碼 |
| Laffer Tengler Investments | 2,432 | $287.8 萬 | 1.06% | −94−3.7% | 減碼 |
| Keystone Financial Group | 2,552 | $307.2 萬 | 0.62% | +8+0.3% | 加碼 |
| Summitry LLC | 2,556 | $307.7 萬 | 0.23% | −223−8.0% | 減碼 |
| Janney Montgomery Scott LLC | 2,600 | $313.0 萬 | 0.01% | +13+0.5% | 加碼 |
| Wittenberg Investment Management, Inc. | 2,717 | $327.1 萬 | 1.39% | −10−0.4% | 減碼 |
| SG Americas Securities, LLC | 3,000 | $361.2 萬 | 0.06% | 00.0% | 不變 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,018 | $363.4 萬 | 0.32% | −75−2.4% | 減碼 |
| LPL Financial LLC | 3,134 | $377.3 萬 | 0.00% | +5+0.2% | 加碼 |
| First Foundation Advisors | 3,172 | $381.9 萬 | 0.19% | +152+5.0% | 加碼 |
| Phraction Management LLC | 3,243 | $389.8 萬 | 2.94% | +710+28.0% | 加碼 |
| Kestra Advisory Services, LLC | 3,391 | $408.3 萬 | 0.04% | +2,378+234.7% | 加碼 |
| Wells Fargo & Company | 3,451 | $415.5 萬 | 0.00% | +2+0.1% | 加碼 |
| Goldman Sachs Group Inc | 3,571 | $417.4 萬 | 0.00% | +26+0.7% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 3,530 | $425.0 萬 | 0.57% | +127+3.7% | 加碼 |
| Hudson Capital Management LLC | 3,559 | $428.5 萬 | 2.13% | +5+0.1% | 加碼 |
| Crawford Investment Counsel Inc | 3,699 | $432.3 萬 | 0.10% | +16+0.4% | 加碼 |
| Commonwealth Equity Services, LLC | 3,906 | $470.2 萬 | 0.01% | +114+3.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 4,094 | $492.9 萬 | 0.14% | −673−14.1% | 減碼 |
| Rational Advisors LLC | 4,183 | $503.6 萬 | 0.40% | +700+20.1% | 加碼 |
| Artemis Wealth Advisors, LLC | 4,500 | $541.4 萬 | 1.42% | +3+0.1% | 加碼 |
| Mariner, LLC | 4,535 | $546.0 萬 | 0.02% | +4,535 | 新進 |
| Richard C. Young & CO., LTD. | 4,585 | $552.0 萬 | 0.84% | −27−0.6% | 減碼 |
| Baird Financial Group, Inc. | 4,868 | $586.2 萬 | 0.02% | −182−3.6% | 減碼 |
| Neuberger Berman Group LLC | 5,206 | $626.8 萬 | 0.01% | −664−11.3% | 減碼 |
| Raymond James & Associates | 5,437 | $654.6 萬 | 0.01% | −875−13.9% | 減碼 |
| Stifel Financial Corp | 5,524 | $660.9 萬 | 0.01% | −282−4.9% | 減碼 |
| Western Asset Management Company, LLC | 5,865 | $706.1 萬 | 3.17% | 00.0% | 不變 |
| Penn Mutual Asset Management, LLC | 6,000 | $722.4 萬 | 9.45% | +6,000 | 新進 |
| Norris Perne & French LLP | 6,218 | $748.5 萬 | 0.78% | +298+5.0% | 加碼 |
| Eaton Vance Management | 7,076 | $827.9 萬 | 0.01% | −25,673−78.4% | 減碼 |
| Conning Inc. | 7,105 | $855.4 萬 | 0.30% | 00.0% | 不變 |
| UBS Group AG | 7,553 | $909.3 萬 | 0.01% | +405+5.7% | 加碼 |
| AEGON USA Investment Management, LLC | 8,000 | $937.0 萬 | 5.47% | 00.0% | 不變 |
| Citigroup Inc | 8,366 | $1,007 萬 | 0.01% | −920−9.9% | 減碼 |
| JPMorgan Chase & Co | 9,239 | $1,112 萬 | 0.00% | −4,864−34.5% | 減碼 |
| RB Capital Management, LLC | 9,396 | $1,131 萬 | 4.34% | +161+1.7% | 加碼 |
| Calamos Advisors LLC | 9,736 | $1,172 萬 | 0.06% | +19+0.2% | 加碼 |
| Palisade Capital Management LLC | 10,289 | $1,219 萬 | 0.35% | −1,955−16.0% | 減碼 |
| New York State Common Retirement Fund | 10,642 | $1,281 萬 | 0.02% | +1,342+14.4% | 加碼 |