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 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
- 1,997
- 較 2022 年第 1 季 −117 家
- 持有股數
- 27.7 億
- 較 2022 年第 1 季 +2,790 萬 (+1.0%)
- 總市值
- $1,087 億
- 較 2022 年第 1 季 −$244.1 億 (−18.3%)
- 新進機構
- 99
- 另有 749 家加碼
- 清倉機構
- 216
- 另有 839 家減碼
另有 30 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 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 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $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 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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 2,506 | $9.80 萬 | 0.03% | −713−22.1% | 減碼 |
| Islay Capital Management, LLC | 2,500 | $9.80 萬 | 0.10% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,542 | $10.0 萬 | 0.03% | −9,013−78.0% | 減碼 |
| Fairfield, Bush & Co. | 2,556 | $10.0 萬 | 0.06% | +2,556 | 新進 |
| Acima Private Wealth, LLC | 2,572 | $10.1 萬 | 0.05% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 2,605 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 2,622 | $10.3 萬 | 0.06% | +1,136+76.4% | 加碼 |
| Adirondack Trust Co | 2,669 | $10.4 萬 | 0.06% | +890+50.0% | 加碼 |
| QVR LLC | 2,687 | $10.5 萬 | 0.08% | −15,355−85.1% | 減碼 |
| O'Dell Group, LLC | 2,726 | $10.7 萬 | 0.04% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,781 | $10.9 萬 | 0.02% | −941−25.3% | 減碼 |
| Optimum Investment Advisors | 2,776 | $10.9 萬 | 0.05% | 00.0% | 不變 |
| Clean Yield Group | 2,848 | $11.2 萬 | 0.05% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,916 | $11.4 萬 | 0.01% | +12+0.4% | 加碼 |
| FourThought Financial, LLC | 2,900 | $11.4 萬 | 0.02% | +10+0.3% | 加碼 |
| Sugarloaf Wealth Management, LLC | 2,937 | $11.5 萬 | 0.03% | +10.0% | 加碼 |
| Massmutual Trust Co FSB | 2,978 | $11.7 萬 | 0.01% | −689−18.8% | 減碼 |
| CoreCap Advisors, LLC | 2,975 | $11.7 萬 | 0.01% | +2,975 | 新進 |
| Powell Investment Advisors, LLC | 3,169 | $12.4 萬 | 0.08% | 00.0% | 不變 |
| Key Financial Inc | 3,102 | $12.4 萬 | 0.07% | +505+19.4% | 加碼 |
| TD Ameritrade Investment Management, LLC | 3,180 | $12.5 萬 | 0.00% | +167+5.5% | 加碼 |
| Mach-1 Financial Group, Inc. | 3,253 | $12.7 萬 | 0.09% | +3,253 | 新進 |
| American Research & Management Co. | 3,300 | $12.9 萬 | 0.03% | −100−2.9% | 減碼 |
| Tucker Asset Management LLC | 3,333 | $13.1 萬 | 0.04% | +304+10.0% | 加碼 |
| Garde Capital, Inc. | 3,336 | $13.1 萬 | 0.02% | +18+0.5% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 3,000 | $13.2 萬 | 0.13% | +3,000 | 新進 |
| State of Wyoming | 3,385 | $13.3 萬 | 0.08% | −8,190−70.8% | 減碼 |
| Oakworth Capital, Inc. | 3,396 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 3,417 | $13.4 萬 | 0.07% | −445−11.5% | 減碼 |
| Sutton Wealth Advisors Inc. | 3,472 | $13.6 萬 | 0.05% | −2,209−38.9% | 減碼 |
| Rosenberg Matthew Hamilton | 3,458 | $13.8 萬 | 0.05% | −305−8.1% | 減碼 |
| Itau Unibanco Holding S.A. | 3,560 | $13.9 萬 | 0.00% | −112,085−96.9% | 減碼 |
| Creative Financial Designs Inc | 3,539 | $13.9 萬 | 0.02% | −51−1.4% | 減碼 |
| Spartan Fund Management Inc. | 3,547 | $13.9 萬 | 0.03% | +3,547 | 新進 |
| Atticus Wealth Management, LLC | 3,610 | $14.1 萬 | 0.06% | −1,050−22.5% | 減碼 |
| Wolff Wiese Magana LLC | 3,634 | $14.2 萬 | 0.10% | −1,047−22.4% | 減碼 |
| Sierra Capital LLC | 3,740 | $14.6 萬 | 0.03% | −49−1.3% | 減碼 |
| Column Capital Advisors, LLC | 3,730 | $14.6 萬 | 0.03% | +1,000+36.6% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,812 | $15.0 萬 | 0.14% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,820 | $15.0 萬 | 0.02% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 3,842 | $15.0 萬 | 0.03% | +62+1.6% | 加碼 |
| Clearview Wealth Advisors LLC | 3,818 | $15.0 萬 | 0.11% | +1,776+87.0% | 加碼 |
| HC Financial Advisors Inc | 3,942 | $15.4 萬 | 0.10% | −200−4.8% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 3,935 | $15.4 萬 | 0.05% | 00.0% | 不變 |
| Foster Dykema Cabot & Co Inc | 3,936 | $15.4 萬 | 0.02% | +3,936 | 新進 |
| Professional Financial Advisors, LLC | 4,019 | $15.7 萬 | 0.09% | +21+0.5% | 加碼 |
| Glen Eagle Advisors, LLC | 4,032 | $15.8 萬 | 0.04% | −2,890−41.8% | 減碼 |
| Acropolis Investment Management, LLC | 4,030 | $15.8 萬 | 0.02% | +277+7.4% | 加碼 |
| Quent Capital, LLC | 4,146 | $16.2 萬 | 0.03% | +539+14.9% | 加碼 |
| Sageworth Trust Co | 4,134 | $16.2 萬 | 0.01% | +4,134 | 新進 |
| Riverview Trust Co | 4,163 | $16.3 萬 | 0.14% | +1,494+56.0% | 加碼 |
| Trustcore Financial Services, LLC | 4,219 | $16.5 萬 | 0.02% | +42+1.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,205 | $16.5 萬 | 0.00% | +791+23.2% | 加碼 |
| Hall Laurie J Trustee | 4,242 | $16.6 萬 | 0.08% | −270−6.0% | 減碼 |
| Norway Savings Bank | 4,300 | $16.8 萬 | 0.09% | −638−12.9% | 減碼 |
| AlphaCore Capital LLC | 4,410 | $17.3 萬 | 0.08% | −100−2.2% | 減碼 |
| Hantz Financial Services, Inc. | 4,449 | $17.4 萬 | 0.01% | −323−6.8% | 減碼 |
| Carolinas Wealth Consulting LLC | 4,483 | $17.6 萬 | 0.04% | −567−11.2% | 減碼 |
| Parkside Financial Bank & Trust | 4,522 | $17.8 萬 | 0.05% | −1,735−27.7% | 減碼 |
| West Oak Capital, LLC | 4,550 | $17.8 萬 | 0.09% | −800−15.0% | 減碼 |
| Evoke Wealth, LLC | 4,540 | $17.8 萬 | 0.01% | +34+0.8% | 加碼 |
| Catalyst Capital Advisors LLC | 4,615 | $18.1 萬 | 0.01% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 4,682 | $18.3 萬 | 0.03% | +833+21.6% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 4,208 | $18.4 萬 | 0.02% | +2,104+100.0% | 加碼 |
| Rock Creek Group, LP | 4,816 | $18.9 萬 | 0.02% | −193−3.9% | 減碼 |
| TCTC Holdings, LLC | 4,828 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| Bangor Savings Bank | 4,873 | $19.0 萬 | 0.02% | +462+10.5% | 加碼 |
| Crewe Advisors LLC | 5,023 | $19.7 萬 | 0.04% | +1,129+29.0% | 加碼 |
| OneAscent Wealth Management LLC | 5,101 | $20.0 萬 | 0.10% | −9,506−65.1% | 減碼 |
| Allegheny Financial Group LTD | 5,098 | $20.0 萬 | 0.09% | +5,098 | 新進 |
| Atlas Capital Advisors LLC | 5,111 | $20.0 萬 | 0.03% | −18,128−78.0% | 減碼 |
| Boston Family Office LLC | 5,132 | $20.1 萬 | 0.02% | −25−0.5% | 減碼 |
| Aspireon Wealth Advisors | 5,120 | $20.1 萬 | 0.09% | +20.0% | 加碼 |
| Hohimer Wealth Management, LLC | 5,121 | $20.1 萬 | 0.06% | 00.0% | 不變 |
| Traynor Capital Management, Inc. | 5,133 | $20.1 萬 | 0.03% | +5,133 | 新進 |
| Fort Pitt Capital Group, LLC | 5,146 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Hardy Reed LLC | 5,171 | $20.3 萬 | 0.04% | +242+4.9% | 加碼 |
| Capital Asset Advisory Services LLC | 5,219 | $20.4 萬 | 0.02% | +50+1.0% | 加碼 |
| Pegasus Asset Management, Inc. | 5,215 | $20.4 萬 | 0.11% | +5,215 | 新進 |
| Caas Capital Management LP | 5,200 | $20.4 萬 | 0.03% | +5,200 | 新進 |
| Gratus Capital LLC | 5,242 | $20.5 萬 | 0.02% | 00.0% | 不變 |
| Greenspring Advisors, LLC | 5,244 | $20.6 萬 | 0.06% | −61−1.1% | 減碼 |
| JJJ Advisors Inc. | 4,688 | $20.6 萬 | 0.06% | +49+1.1% | 加碼 |
| Deltec Asset Management LLC | 5,260 | $20.6 萬 | 0.05% | +5,260 | 新進 |
| First Pacific Financial | 5,297 | $20.7 萬 | 0.10% | 00.0% | 不變 |
| Hills Bank & Trust Co | 5,309 | $20.8 萬 | 0.03% | 00.0% | 不變 |
| Constitution Capital LLC | 5,300 | $20.8 萬 | 0.13% | 00.0% | 不變 |
| Denver Wealth Management, Inc. | 5,300 | $20.8 萬 | 0.22% | +5,300 | 新進 |
| Financial Advisory Group | 5,345 | $20.9 萬 | 0.04% | −1,130−17.5% | 減碼 |
| Moloney Securities Asset Management, LLC | 5,343 | $20.9 萬 | 0.05% | −725−11.9% | 減碼 |
| Amarillo National Bank | 5,371 | $21.0 萬 | 0.05% | −920−14.6% | 減碼 |
| Howe & Rusling Inc | 5,367 | $21.0 萬 | 0.03% | −184−3.3% | 減碼 |
| Everhart Financial Group, Inc. | 5,386 | $21.1 萬 | 0.13% | −1,851−25.6% | 減碼 |
| Aua Capital Management, LLC | 5,382 | $21.1 萬 | 0.12% | 00.0% | 不變 |
| Dakota Wealth Management | 5,378 | $21.1 萬 | 0.02% | +811+17.8% | 加碼 |
| MSH Capital Advisors LLC | 5,402 | $21.2 萬 | 0.10% | +208+4.0% | 加碼 |
| Laraway Financial Inc | 5,400 | $21.2 萬 | 0.23% | −270−4.8% | 減碼 |
| Matrix Private Capital Group LLC | 5,404 | $21.2 萬 | 0.12% | −101−1.8% | 減碼 |
| Buckley Wealth Management, LLC | 5,404 | $21.2 萬 | 0.07% | −20−0.4% | 減碼 |
| Weaver Consulting Group | 5,423 | $21.2 萬 | 0.12% | +250+4.8% | 加碼 |