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。
2023 年第 4 季 13F 持有人
Wells Fargo & Company 在 2023/12/31 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
- 246
- 較 2023 年第 3 季 +11 家
- 持有股數
- 300.8 萬
- 較 2023 年第 3 季 −161.3 萬 (−34.9%)
- 總市值
- $29.2 億
- 較 2023 年第 3 季 −$3.65 億 (−11.1%)
- 新進機構
- 25
- 另有 53 家加碼
- 清倉機構
- 14
- 另有 88 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 |
2023 年第 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 453 | $54.2 萬 | 0.03% | +16+3.7% | 加碼 |
| NewEdge Wealth, LLC | 453 | $54.2 萬 | 0.01% | +16+3.7% | 加碼 |
| Bank of Montreal | 463 | $55.4 萬 | 0.00% | −471−50.4% | 減碼 |
| Wambolt & Associates, LLC | 480 | $57.4 萬 | 0.19% | +264+122.2% | 加碼 |
| Fernwood Investment Management, LLC | 484 | $57.9 萬 | 0.19% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | – | $59.8 萬 | 0.00% | – | – |
| Consolidated Portfolio Review Corp | 503 | $60.1 萬 | 0.14% | +105+26.4% | 加碼 |
| Independent Wealth Network Inc. | 504 | $60.3 萬 | 0.32% | −1−0.2% | 減碼 |
| Comerica Bank | 524 | $62.7 萬 | 0.00% | −33−5.9% | 減碼 |
| Pathway Financial Advisers, LLC | 524 | $62.7 萬 | 0.24% | −11−2.1% | 減碼 |
| First Hawaiian Bank | 537 | $64.2 萬 | 0.02% | +8+1.5% | 加碼 |
| Independent Advisor Alliance | 578 | $67.3 萬 | 0.02% | +227+64.7% | 加碼 |
| Wedbush Securities Inc | 564 | $67.4 萬 | 0.03% | −14−2.4% | 減碼 |
| Level Four Advisory Services, LLC | 578 | $69.1 萬 | 0.04% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 583 | $69.7 萬 | 0.02% | −27−4.4% | 減碼 |
| Bowman & Co S.C. | – | $69.9 萬 | 0.49% | – | – |
| Ingalls & Snyder LLC | 594 | $71.0 萬 | 0.03% | −49−7.6% | 減碼 |
| D.A. Davidson & Co. | 598 | $71.5 萬 | 0.01% | +57+10.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 600 | $71.7 萬 | 0.01% | −2−0.3% | 減碼 |
| HighTower Advisors, LLC | 598 | $71.8 萬 | 0.00% | −30−4.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 618 | $73.9 萬 | 0.00% | +107+20.9% | 加碼 |
| Islay Capital Management, LLC | 635 | $75.9 萬 | 0.60% | 00.0% | 不變 |
| Ulland Investment Advisors, LLC | 647 | $77.4 萬 | 0.78% | +420+185.0% | 加碼 |
| Searle & Co. | 654 | $78.2 萬 | 0.21% | +654 | 新進 |
| JT Stratford LLC | 663 | $79.3 萬 | 0.18% | +663 | 新進 |
| Zazove Associates LLC | 687 | $82.2 萬 | 0.10% | 00.0% | 不變 |
| Icon Advisers Inc | 700 | $83.7 萬 | 0.19% | 00.0% | 不變 |
| F/M Investments LLC | 740 | $88.5 萬 | 0.50% | +740 | 新進 |
| Van Hulzen Asset Management, LLC | 753 | $90.0 萬 | 0.06% | −30−3.8% | 減碼 |
| MeadowBrook Investment Advisors LLC | 753 | $90.0 萬 | 0.86% | +753 | 新進 |
| Pennsylvania Capital Management Inc | 785 | $93.9 萬 | 0.37% | −40−4.8% | 減碼 |
| Chilton Capital Management LLC | 786 | $94.0 萬 | 0.05% | 00.0% | 不變 |
| Scotia Capital Inc. | 822 | $98.3 萬 | 0.01% | −40−4.6% | 減碼 |
| Montag A & Associates Inc | 850 | $101.6 萬 | 0.06% | −140−14.1% | 減碼 |
| LexAurum Advisors, LLC | 876 | $104.7 萬 | 0.27% | 00.0% | 不變 |
| Captrust Financial Advisors | 916 | $109.3 萬 | 0.00% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 924 | $109.5 萬 | 0.05% | +112+13.8% | 加碼 |
| Seelaus Asset Management LLC | 955 | $114.2 萬 | 1.11% | −81−7.8% | 減碼 |
| US Bancorp | 978 | $116.9 萬 | 0.00% | +200+25.7% | 加碼 |
| Kelly Lawrence W & Associates Inc | 987 | $118.0 萬 | 0.28% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $119.6 萬 | 0.00% | 00.0% | 不變 |
| RIA Advisory Group LLC | 24,391 | $120.1 萬 | 0.58% | +24,391 | 新進 |
| StoneX Group Inc. | 1,052 | $125.8 萬 | 0.12% | −51−4.6% | 減碼 |
| Truist Financial Corp | 1,061 | $126.9 萬 | 0.00% | −373−26.0% | 減碼 |
| Coastwise Capital Group, LLC | 26,281 | $129.4 萬 | 1.32% | −899−3.3% | 減碼 |
| Asset Allocation & Management Company, LLC | 1,100 | $131.5 萬 | 0.88% | 00.0% | 不變 |
| Founders Capital Management, LLC | 1,159 | $138.6 萬 | 0.28% | +26+2.3% | 加碼 |
| Cove Private Wealth, LLC | 1,169 | $139.8 萬 | 1.32% | +1,169 | 新進 |
| SEI Investments Co | 1,181 | $141.2 萬 | 0.00% | −247−17.3% | 減碼 |
| National Bank of Canada | 1,248 | $148.8 萬 | 0.00% | +20+1.6% | 加碼 |
| Marathon Capital Management | 1,247 | $149.1 萬 | 0.37% | −227−15.4% | 減碼 |
| Magnus Financial Group LLC | 1,249 | $149.3 萬 | 0.20% | +1,249 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 1,351 | $161.5 萬 | 0.00% | −24−1.7% | 減碼 |
| Graypoint LLC | 1,422 | $170.0 萬 | 0.14% | −1,100−43.6% | 減碼 |
| Everett Harris & Co | 1,441 | $172.3 萬 | 0.02% | −269−15.7% | 減碼 |
| Schnieders Capital Management LLC | 1,485 | $177.5 萬 | 0.39% | −130−8.0% | 減碼 |
| Bowie Capital Management, LLC | 1,600 | $191.3 萬 | 0.22% | 00.0% | 不變 |
| Seven Springs Wealth Group, LLC | 1,602 | $191.5 萬 | 0.86% | −365−18.6% | 減碼 |
| Baird Financial Group, Inc. | 1,678 | $200.6 萬 | 0.00% | +148+9.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,712 | $204.7 萬 | 0.01% | +676+65.3% | 加碼 |
| CSM Advisors, LLC | 1,750 | $209.2 萬 | 0.15% | 00.0% | 不變 |
| American Century Companies Inc | 1,779 | $213.3 萬 | 0.00% | +666+59.8% | 加碼 |
| Envestnet Asset Management Inc | 1,936 | $231.5 萬 | 0.00% | −404−17.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 1,990 | $237.9 萬 | 0.01% | +20+1.0% | 加碼 |
| First Foundation Advisors | 2,026 | $242.2 萬 | 0.11% | −500−19.8% | 減碼 |
| CI Private Wealth, LLC | 2,034 | $243.2 萬 | 0.00% | −51−2.4% | 減碼 |
| Summitry LLC | 2,353 | $281.3 萬 | 0.16% | −24−1.0% | 減碼 |
| Calamos Advisors LLC | 2,574 | $307.8 萬 | 0.02% | −5,588−68.5% | 減碼 |
| Keystone Financial Group | 2,593 | $310.1 萬 | 0.54% | +8+0.3% | 加碼 |
| Wittenberg Investment Management, Inc. | 2,629 | $314.3 萬 | 1.09% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 2,667 | $318.9 萬 | 0.99% | +2,667 | 新進 |
| Hudson Capital Management LLC | 2,736 | $327.1 萬 | 1.19% | −1,284−31.9% | 減碼 |
| LM Advisors LLC | 2,973 | $356.3 萬 | 0.72% | +2,973 | 新進 |
| SG Americas Securities, LLC | 3,000 | $358.7 萬 | 0.04% | 00.0% | 不變 |
| Macquarie Group Ltd | 3,022 | $361.3 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 3,091 | $369.5 萬 | 0.01% | +175+6.0% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 3,102 | $370.9 萬 | 0.25% | 00.0% | 不變 |
| Agf Management Ltd | 3,200 | $382.6 萬 | 0.02% | +700+28.0% | 加碼 |
| Goldman Sachs Group Inc | 3,281 | $392.3 萬 | 0.00% | 00.0% | 不變 |
| Laffer Tengler Investments | 3,310 | $394.9 萬 | 1.05% | −361−9.8% | 減碼 |
| Advisor Group Holdings, Inc. | 3,323 | $398.5 萬 | 0.01% | −1,157−25.8% | 減碼 |
| Wells Fargo & Company | 3,349 | $400.4 萬 | 0.00% | −78−2.3% | 減碼 |
| Mariner, LLC | 3,416 | $408.4 萬 | 0.01% | −653−16.0% | 減碼 |
| Relative Value Partners Group, LLC | 3,445 | $411.9 萬 | 0.25% | +646+23.1% | 加碼 |
| Cohen & Steers, Inc. | 3,467 | $414.5 萬 | 0.01% | +2,317+201.5% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 3,544 | $423.7 萬 | 0.44% | −40−1.1% | 減碼 |
| Verition Fund Management LLC | 3,599 | $431.6 萬 | 0.04% | +3,599 | 新進 |
| Bessemer Group Inc | 3,787 | $452.8 萬 | 0.01% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 3,848 | $460.1 萬 | 1.30% | +168+4.6% | 加碼 |
| Neuberger Berman Group LLC | 4,130 | $493.8 萬 | 0.00% | −159−3.7% | 減碼 |
| Jefferies Financial Group Inc. | 4,547 | $543.6 萬 | 0.09% | −234−4.9% | 減碼 |
| Amundi | 4,799 | $566.4 萬 | 0.00% | −655,427−99.3% | 減碼 |
| Spectrum Asset Management, Inc. | 4,748 | $567.7 萬 | 8.40% | −37,544−88.8% | 減碼 |
| Phraction Management LLC | 4,784 | $572.2 萬 | 2.41% | −566−10.6% | 減碼 |
| LPL Financial LLC | 4,838 | $578.5 萬 | 0.00% | +890+22.5% | 加碼 |
| Commonwealth Equity Services, LLC | 4,906 | $586.6 萬 | 0.01% | +121+2.5% | 加碼 |
| Western Asset Management Company, LLC | 4,965 | $593.6 萬 | 3.90% | −900−15.3% | 減碼 |
| Rational Advisors LLC | 5,100 | $609.8 萬 | 0.62% | +900+21.4% | 加碼 |
| Norris Perne & French LLP | 5,622 | $672.2 萬 | 0.52% | +14+0.2% | 加碼 |
| JPMorgan Chase & Co | 5,668 | $677.7 萬 | 0.00% | −367−6.1% | 減碼 |