Wells Fargo & Company
WFC- 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 2,882 家機構在 13F 申報持有,市值合計 $1,931 億;Oakmark(Harris Associates)、每日期刊等 5 位大師持有。
2022 年第 1 季 13F 持有人
Wells Fargo & Company 在 2022/3/31 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
- 2,144
- 較 2021 年第 4 季 +90 家
- 持有股數
- 27.6 億
- 較 2021 年第 4 季 −5,508 萬 (−2.0%)
- 總市值
- $1,338 億
- 較 2021 年第 4 季 −$12.9 億 (−1.0%)
- 新進機構
- 195
- 另有 830 家加碼
- 清倉機構
- 105
- 另有 819 家減碼
另有 25 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 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 | 2,882 | $1,931 億 |
| 2026 年第 1 季 | 2,827 | $1,840 億 |
| 2025 年第 4 季 | 2,910 | $2,239 億 |
| 2025 年第 3 季 | 2,663 | $2,003 億 |
| 2025 年第 2 季 | 2,633 | $1,992 億 |
| 2025 年第 1 季 | 2,559 | $1,808 億 |
| 2024 年第 4 季 | 2,563 | $1,775 億 |
| 2024 年第 3 季 | 2,247 | $1,428 億 |
| 2024 年第 2 季 | 2,263 | $1,528 億 |
| 2024 年第 1 季 | 2,204 | $1,548 億 |
| 2023 年第 4 季 | 2,153 | $1,334 億 |
| 2023 年第 3 季 | 1,975 | $1,101 億 |
| 2023 年第 2 季 | 1,995 | $1,154 億 |
| 2023 年第 1 季 | 1,993 | $1,036 億 |
| 2022 年第 4 季 | 2,070 | $1,164 億 |
| 2022 年第 3 季 | 1,963 | $1,130 億 |
| 2022 年第 2 季 | 1,997 | $1,087 億 |
| 2022 年第 1 季 | 2,144 | $1,338 億 |
| 2021 年第 4 季 | 2,079 | $1,351 億 |
| 2021 年第 3 季 | 1,913 | $1,342 億 |
| 2021 年第 2 季 | 1,935 | $1,333 億 |
| 2021 年第 1 季 | 1,877 | $1,134 億 |
2022 年第 1 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 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 8,998 | $43.6 萬 | 0.31% | +253+2.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,977 | $43.5 萬 | 0.10% | −416−4.4% | 減碼 |
| Spectrum Management Group, LLC | 8,885 | $43.1 萬 | 0.07% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 9,973 | $43.1 萬 | 0.04% | +1,849+22.8% | 加碼 |
| Royal Fund Management, LLC | 8,885 | $43.0 萬 | 0.06% | +31+0.4% | 加碼 |
| Verus Capital Partners, LLC | 9,622 | $43.0 萬 | 0.07% | +9,622 | 新進 |
| Agate Pass Investment Management, LLC | 8,844 | $42.9 萬 | 0.27% | −210−2.3% | 減碼 |
| Arbor Investment Advisors, LLC | 8,834 | $42.8 萬 | 0.08% | −18−0.2% | 減碼 |
| River Wealth Advisors LLC | 8,830 | $42.8 萬 | 0.07% | +7+0.1% | 加碼 |
| West Wealth Group, LLC | 8,823 | $42.7 萬 | 0.17% | −184−2.0% | 減碼 |
| Monticello Wealth Management, LLC | 8,779 | $42.6 萬 | 0.04% | +8+0.1% | 加碼 |
| Warther Private Wealth, LLC | 8,677 | $42.3 萬 | 0.28% | +8,677 | 新進 |
| Bailard, Inc. | 8,709 | $42.2 萬 | 0.01% | +279+3.3% | 加碼 |
| Formidable Asset Management, LLC | 8,660 | $42.0 萬 | 0.08% | −484−5.3% | 減碼 |
| Penserra Capital Management LLC | 8,651 | $41.9 萬 | 0.01% | −2,397−21.7% | 減碼 |
| Pacific Global Investment Management CO | 8,652 | $41.9 萬 | 0.08% | +1,255+17.0% | 加碼 |
| Iron Horse Wealth Management, LLC | 8,595 | $41.7 萬 | 0.23% | −59−0.7% | 減碼 |
| Schulhoff & Co Inc | 8,588 | $41.6 萬 | 0.18% | +20.0% | 加碼 |
| Piscataqua Savings Bank | 8,543 | $41.4 萬 | 0.29% | −298−3.4% | 減碼 |
| PSI Advisors, LLC | 8,520 | $41.3 萬 | 0.17% | −199−2.3% | 減碼 |
| MCF Advisors LLC | 8,497 | $41.2 萬 | 0.04% | +8,497 | 新進 |
| Cahill Financial Advisors Inc | 8,477 | $41.1 萬 | 0.08% | −392−4.4% | 減碼 |
| M&R Capital Management Inc | 8,495 | $41.1 萬 | 0.09% | +1,145+15.6% | 加碼 |
| Bollard Group LLC | 8,470 | $41.0 萬 | 0.01% | +41+0.5% | 加碼 |
| Krilogy Financial LLC | 8,446 | $40.9 萬 | 0.04% | +1,553+22.5% | 加碼 |
| Evermay Wealth Management LLC | 8,434 | $40.9 萬 | 0.07% | +6,487+333.2% | 加碼 |
| Golden State Equity Partners | 8,432 | $40.9 萬 | 0.21% | +8,432 | 新進 |
| ZWJ Investment Counsel Inc | 8,410 | $40.8 萬 | 0.02% | −5,000−37.3% | 減碼 |
| SNS Financial Group, LLC | 8,423 | $40.8 萬 | 0.05% | −868−9.3% | 減碼 |
| Nichols & Pratt Advisers LLP | 8,400 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| Camden National Bank | 8,384 | $40.6 萬 | 0.07% | −664−7.3% | 減碼 |
| Mechanics Bank Trust Department | 8,375 | $40.6 萬 | 0.06% | −50−0.6% | 減碼 |
| Machina Capital S.A.S. | 8,388 | $40.6 萬 | 0.89% | +3,088+58.3% | 加碼 |
| Cambridge Advisors Inc. | 8,349 | $40.5 萬 | 0.10% | −3,613−30.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 8,331 | $40.4 萬 | 0.05% | −1,622−16.3% | 減碼 |
| Cornerstone Advisory, LLC | 8,326 | $40.4 萬 | 0.06% | −71−0.8% | 減碼 |
| Harbor Investment Advisory, LLC | 8,307 | $40.3 萬 | 0.05% | +911+12.3% | 加碼 |
| Greylin Investment Mangement Inc | 8,295 | $40.2 萬 | 0.07% | −375−4.3% | 減碼 |
| Optas, LLC | 8,294 | $40.1 萬 | 0.13% | −336−3.9% | 減碼 |
| Cohen Capital Management, Inc. | 8,274 | $40.1 萬 | 0.07% | 00.0% | 不變 |
| Minot Wealth Management LLC | 8,258 | $40.0 萬 | 0.09% | +418+5.3% | 加碼 |
| Crawford Investment Counsel Inc | 8,194 | $39.7 萬 | 0.01% | −230−2.7% | 減碼 |
| Lake Street Financial LLC | 8,192 | $39.7 萬 | 0.07% | +739+9.9% | 加碼 |
| Sawgrass Asset Management LLC | 8,150 | $39.5 萬 | 0.04% | +8,150 | 新進 |
| Cidel Asset Management Inc | 8,100 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| MKT Advisors LLC | 8,919 | $39.2 萬 | 0.30% | −210−2.3% | 減碼 |
| Claar Advisors LLC | 8,060 | $39.1 萬 | 0.11% | −1,540−16.0% | 減碼 |
| Plancorp, LLC | 8,074 | $39.1 萬 | 0.03% | +38+0.5% | 加碼 |
| Monetary Management Group Inc | 8,047 | $39.0 萬 | 0.10% | 00.0% | 不變 |
| Nwam LLC | 8,058 | $39.0 萬 | 0.03% | +1,164+16.9% | 加碼 |
| Ethic Inc. | 8,052 | $39.0 萬 | 0.03% | +1,728+27.3% | 加碼 |
| Cutler Investment Counsel LLC | 8,047 | $39.0 萬 | 0.05% | +8,047 | 新進 |
| Blueshift Asset Management, LLC | 7,998 | $38.8 萬 | 0.04% | −112,737−93.4% | 減碼 |
| Tributary Capital Management, LLC | 8,000 | $38.8 萬 | 0.03% | −200−2.4% | 減碼 |
| Washington Capital Management Inc | 8,000 | $38.8 萬 | 0.32% | 00.0% | 不變 |
| Planning Center, Inc. | 7,981 | $38.7 萬 | 1.11% | 00.0% | 不變 |
| Trust Co of Virginia | 7,993 | $38.7 萬 | 0.04% | −850−9.6% | 減碼 |
| Court Place Advisors, LLC | 7,979 | $38.7 萬 | 0.12% | −600−7.0% | 減碼 |
| Successful Portfolios LLC | 7,981 | $38.7 萬 | 0.22% | −243−3.0% | 減碼 |
| Solidarilty Wealth, LLC | 8,085 | $38.7 萬 | 0.22% | +8,085 | 新進 |
| Silverlake Wealth Management LLC | 7,965 | $38.6 萬 | 0.22% | −417−5.0% | 減碼 |
| Smith, Moore & Co. | 7,948 | $38.5 萬 | 0.05% | −1,000−11.2% | 減碼 |
| Lindbrook Capital, LLC | 7,942 | $38.5 萬 | 0.06% | −47−0.6% | 減碼 |
| First Citizens Financial Corp | 7,948 | $38.5 萬 | 0.29% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 7,931 | $38.4 萬 | 0.00% | −1,147−12.6% | 減碼 |
| Mycio Wealth Partners, LLC | 7,894 | $38.3 萬 | 0.12% | −389−4.7% | 減碼 |
| Valmark Advisers, Inc. | 7,888 | $38.2 萬 | 0.01% | +87+1.1% | 加碼 |
| Pin Oak Investment Advisors Inc | 7,861 | $38.1 萬 | 0.41% | −435−5.2% | 減碼 |
| Avion Wealth | 7,863 | $38.1 萬 | 0.11% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 7,859 | $38.1 萬 | 0.02% | +333+4.4% | 加碼 |
| K.J. Harrison & Partners Inc | 7,863 | $38.1 萬 | 0.06% | +7,863 | 新進 |
| Clear Creek Financial Management, LLC | 7,856 | $38.1 萬 | 0.06% | +7,856 | 新進 |
| PrairieView Partners, LLC | 7,843 | $38.0 萬 | 0.05% | +150+1.9% | 加碼 |
| Washington Trust Advisors, Inc. | 7,821 | $37.9 萬 | 0.03% | −1,696−17.8% | 減碼 |
| Weil Company, Inc. | 7,809 | $37.8 萬 | 0.19% | −4,940−38.7% | 減碼 |
| Campion Asset Management LLC | 7,790 | $37.8 萬 | 0.32% | 00.0% | 不變 |
| Deuterium Capital Management, LLC | 7,783 | $37.7 萬 | 0.49% | −4,397−36.1% | 減碼 |
| E Fund Management Co., Ltd. | 7,778 | $37.7 萬 | 0.01% | −1,035−11.7% | 減碼 |
| MBL Wealth, LLC | 7,785 | $37.7 萬 | 0.09% | +7,785 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 7,763 | $37.6 萬 | 0.10% | 00.0% | 不變 |
| Twin Focus Capital Partners, LLC | 7,762 | $37.6 萬 | 0.07% | +173+2.3% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,751 | $37.6 萬 | 0.16% | +293+3.9% | 加碼 |
| Patton Albertson Miller Group, LLC | 7,710 | $37.4 萬 | 0.06% | +202+2.7% | 加碼 |
| Personal Cfo Solutions, LLC | 7,720 | $37.4 萬 | 0.07% | +3,492+82.6% | 加碼 |
| HYA Advisors, Inc | 7,706 | $37.3 萬 | 0.13% | −93−1.2% | 減碼 |
| Private Capital Group, LLC | 7,689 | $37.3 萬 | 0.08% | −81−1.0% | 減碼 |
| E&G Advisors, LP | 7,688 | $37.3 萬 | 0.10% | 00.0% | 不變 |
| Bridge Creek Capital Management LLC | 7,700 | $37.3 萬 | 0.12% | +100+1.3% | 加碼 |
| Summit X, LLC | 7,680 | $37.2 萬 | 0.09% | +277+3.7% | 加碼 |
| Evolution Advisers, Inc. | 7,627 | $36.9 萬 | 0.27% | −40−0.5% | 減碼 |
| Ballast, Inc. | 7,596 | $36.8 萬 | 0.14% | +39+0.5% | 加碼 |
| Wealth Architects, LLC | 7,569 | $36.7 萬 | 0.06% | +299+4.1% | 加碼 |
| DRW Securities, LLC | 7,545 | $36.6 萬 | 0.09% | −689−8.4% | 減碼 |
| Arrow Financial Corp | 7,560 | $36.6 萬 | 0.04% | −140−1.8% | 減碼 |
| Founders Financial Alliance, LLC | 7,507 | $36.4 萬 | 0.16% | −37−0.5% | 減碼 |
| Intrust Bank NA | 7,500 | $36.4 萬 | 0.05% | +60+0.8% | 加碼 |
| Magnolia Capital Management Ltd | 7,500 | $36.3 萬 | 0.30% | 00.0% | 不變 |
| Front Row Advisors LLC | 7,473 | $36.2 萬 | 0.15% | −10.0% | 減碼 |
| US Financial Advisors, LLC | 7,461 | $36.2 萬 | 0.17% | 00.0% | 不變 |
| Silicon Valley Capital Partners | 7,444 | $36.1 萬 | 0.06% | −1,942−20.7% | 減碼 |