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 |
|---|---|---|---|---|---|
| Allen Capital Group, LLC | 5,421 | $21.2 萬 | 0.04% | +508+10.3% | 加碼 |
| Inscription Capital, LLC | 5,404 | $21.2 萬 | 0.04% | +5,404 | 新進 |
| Cornerstone Wealth Group, LLC | 5,439 | $21.3 萬 | 0.04% | −64,095−92.2% | 減碼 |
| Atlas Brown,Inc. | 5,438 | $21.3 萬 | 0.10% | 00.0% | 不變 |
| Nations Financial Group Inc, | 5,436 | $21.3 萬 | 0.03% | +106+2.0% | 加碼 |
| Sustainable Insight Capital Management, LLC | 4,900 | $21.3 萬 | 0.21% | +200+4.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,473 | $21.4 萬 | 0.02% | +78+1.4% | 加碼 |
| Aprio Wealth Management, LLC | 5,461 | $21.4 萬 | 0.09% | +5,461 | 新進 |
| Mogy Joel R Investment Counsel Inc | 5,500 | $21.5 萬 | 0.02% | 00.0% | 不變 |
| Summit Global Investments | 5,482 | $21.5 萬 | 0.02% | +10.0% | 加碼 |
| PBMares Wealth Management LLC | 5,503 | $21.6 萬 | 0.09% | −1,236−18.3% | 減碼 |
| Verity & Verity, LLC | 5,510 | $21.6 萬 | 0.03% | 00.0% | 不變 |
| Windsor Capital Management, LLC | 5,553 | $21.7 萬 | 0.08% | −247−4.3% | 減碼 |
| Narus Financial Partners, LLC | 5,545 | $21.7 萬 | 0.14% | +5,545 | 新進 |
| Glassman Wealth Services | 5,564 | $21.8 萬 | 0.04% | −245−4.2% | 減碼 |
| WoodTrust Financial Corp | 5,558 | $21.8 萬 | 0.05% | +5,558 | 新進 |
| Millennium Capital Advisors, LLC | 5,585 | $21.9 萬 | 0.21% | +1,035+22.7% | 加碼 |
| Aptus Capital Advisors, LLC | 5,587 | $21.9 萬 | 0.01% | −1,546−21.7% | 減碼 |
| Detalus Advisors, LLC | 5,600 | $21.9 萬 | 0.13% | −43−0.8% | 減碼 |
| SRS Capital Advisors, Inc. | 5,647 | $22.1 萬 | 0.03% | +6+0.1% | 加碼 |
| Silverlake Wealth Management LLC | 5,661 | $22.2 萬 | 0.14% | −2,304−28.9% | 減碼 |
| First National Bank of Hutchinson | 5,668 | $22.2 萬 | 0.17% | 00.0% | 不變 |
| City State Bank | 5,686 | $22.3 萬 | 0.16% | −534−8.6% | 減碼 |
| Patten & Patten Inc | 5,689 | $22.3 萬 | 0.02% | 00.0% | 不變 |
| McDaniel Terry & Co | 5,690 | $22.3 萬 | 0.03% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 5,690 | $22.3 萬 | 0.03% | +100+1.8% | 加碼 |
| Occidental Asset Management, LLC | 5,727 | $22.4 萬 | 0.07% | −162−2.8% | 減碼 |
| Boston Trust Walden Corp | 5,709 | $22.4 萬 | 0.00% | −100−1.7% | 減碼 |
| Americana Partners, LLC | 5,759 | $22.5 萬 | 0.04% | −5,035−46.6% | 減碼 |
| Powers Advisory Group, LLC | 5,755 | $22.5 萬 | 0.17% | −90−1.5% | 減碼 |
| BlackDiamond Wealth Management Inc. | 5,271 | $22.5 萬 | 0.28% | +980+22.8% | 加碼 |
| Davis R M Inc | 5,779 | $22.6 萬 | 0.01% | −239−4.0% | 減碼 |
| First Command Bank | 5,762 | $22.6 萬 | 0.03% | +150+2.7% | 加碼 |
| First Command Financial Services, Inc. | 5,762 | $22.6 萬 | 0.03% | +150+2.7% | 加碼 |
| Fieldpoint Private Securities, LLC | 5,798 | $22.7 萬 | 0.07% | +1,528+35.8% | 加碼 |
| Covestor Ltd | 5,788 | $22.7 萬 | 0.19% | +2,001+52.8% | 加碼 |
| Financial Advocates Investment Management | 5,820 | $22.8 萬 | 0.02% | −34,002−85.4% | 減碼 |
| Coastline Trust Co | 5,821 | $22.8 萬 | 0.03% | +600+11.5% | 加碼 |
| Townsend Asset Management Corp | 5,817 | $22.8 萬 | 0.12% | +5,817 | 新進 |
| LFA - Lugano Financial Advisors SA | 5,852 | $22.9 萬 | 0.16% | 00.0% | 不變 |
| Capital Advisory Group Advisory Services, LLC | 5,316 | $22.9 萬 | 0.14% | −100−1.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,881 | $23.0 萬 | 0.01% | +5,881 | 新進 |
| Tranquilli Financial Advisor LLC | 5,907 | $23.1 萬 | 0.18% | +784+15.3% | 加碼 |
| Park National Corp | 5,923 | $23.2 萬 | 0.01% | −30−0.5% | 減碼 |
| Lake Street Financial LLC | 5,944 | $23.3 萬 | 0.05% | −2,248−27.4% | 減碼 |
| Concord Wealth Partners | 5,984 | $23.4 萬 | 0.06% | −349−5.5% | 減碼 |
| Gordian Capital Singapore Pte Ltd | 5,975 | $23.4 萬 | 0.32% | +5,975 | 新進 |
| Graypoint LLC | 6,000 | $23.5 萬 | 0.03% | −3,758−38.5% | 減碼 |
| CFO4Life Group, LLC | 5,697 | $23.5 萬 | 0.06% | −1,294−18.5% | 減碼 |
| Josh Arnold Investment Consultant, LLC | 6,000 | $23.5 萬 | 0.30% | 00.0% | 不變 |
| Bernardo Wealth Planning LLC | 6,027 | $23.6 萬 | 0.13% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 6,020 | $23.6 萬 | 0.03% | +516+9.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 6,041 | $23.7 萬 | 0.04% | −29−0.5% | 減碼 |
| SeaBridge Investment Advisors LLC | 6,045 | $23.7 萬 | 0.08% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 6,040 | $23.7 萬 | 0.10% | +500+9.0% | 加碼 |
| Highland Private Wealth Management | 6,045 | $23.7 萬 | 0.04% | +1,333+28.3% | 加碼 |
| WMS Partners, LLC | 6,062 | $23.7 萬 | 0.04% | +6,062 | 新進 |
| Enterprise Financial Services Corp | 6,083 | $23.8 萬 | 0.05% | −2,930−32.5% | 減碼 |
| Ullmann Financial Group, Inc. | 6,081 | $23.8 萬 | 0.06% | −878−12.6% | 減碼 |
| Kesler, Norman & Wride, LLC | 6,074 | $23.8 萬 | 0.07% | +10+0.2% | 加碼 |
| Sage Mountain Advisors LLC | 6,075 | $23.8 萬 | 0.04% | +89+1.5% | 加碼 |
| Advisory Alpha, LLC | 6,063 | $23.8 萬 | 0.02% | +683+12.7% | 加碼 |
| Riverbridge Partners LLC | 6,100 | $23.9 萬 | 0.00% | 00.0% | 不變 |
| Denali Advisors LLC | 6,100 | $23.9 萬 | 0.10% | +800+15.1% | 加碼 |
| Lakeview Capital Partners, LLC | 6,122 | $24.0 萬 | 0.14% | +20.0% | 加碼 |
| Magnus Financial Group LLC | 6,134 | $24.0 萬 | 0.04% | +1,087+21.5% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 6,147 | $24.1 萬 | 0.19% | +23+0.4% | 加碼 |
| Buckingham Strategic Partners | 6,178 | $24.2 萬 | 0.02% | −82−1.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 6,240 | $24.4 萬 | 0.06% | −1,131−15.3% | 減碼 |
| Acorn Wealth Advisors, LLC | 6,225 | $24.4 萬 | 0.19% | −61−1.0% | 減碼 |
| Investment Advisory Group, LLC | 6,242 | $24.4 萬 | 0.17% | +10.0% | 加碼 |
| Syverson Strege & Co | 6,238 | $24.4 萬 | 0.09% | +359+6.1% | 加碼 |
| Alerus Financial NA | 6,249 | $24.5 萬 | 0.02% | −65,226−91.3% | 減碼 |
| Independence Bank of Kentucky | 6,265 | $24.5 萬 | 0.11% | 00.0% | 不變 |
| Advisor Resource Council | 6,256 | $24.5 萬 | 0.02% | +6,256 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 6,281 | $24.6 萬 | 0.12% | −6,053−49.1% | 減碼 |
| Wagner Wealth Management, LLC | 6,281 | $24.6 萬 | 0.20% | −87−1.4% | 減碼 |
| MONECO Advisors, LLC | 6,269 | $24.6 萬 | 0.10% | +6,269 | 新進 |
| Lawson Kroeker Investment Management Inc | 6,300 | $24.7 萬 | 0.08% | −535−7.8% | 減碼 |
| Ten Capital Wealth Advisors, LLC | 6,303 | $24.7 萬 | 0.11% | −131−2.0% | 減碼 |
| Brave Asset Management Inc | 6,301 | $24.7 萬 | 0.11% | 00.0% | 不變 |
| Ramsay, Stattman, Vela & Price, Inc. | 6,342 | $24.8 萬 | 0.06% | 00.0% | 不變 |
| Heritage Investment Group, Inc. | 6,332 | $24.8 萬 | 0.14% | 00.0% | 不變 |
| Bank of Hawaii | 6,343 | $24.8 萬 | 0.02% | +1,970+45.0% | 加碼 |
| Fortune 45 LLC | 6,355 | $24.8 萬 | 0.28% | +6,355 | 新進 |
| Auxano Advisors, LLC | 6,368 | $24.9 萬 | 0.12% | −397−5.9% | 減碼 |
| Baker Boyer National Bank | 6,354 | $24.9 萬 | 0.13% | 00.0% | 不變 |
| CMG Global Holdings, LLC | 6,361 | $24.9 萬 | 0.26% | +10.0% | 加碼 |
| Sky Investment Group LLC | 6,359 | $24.9 萬 | 0.06% | +200+3.2% | 加碼 |
| Phoenix Wealth Advisors | 6,362 | $24.9 萬 | 0.25% | +6,362 | 新進 |
| Quintet Private Bank (Europe) S.A. | 5,748 | $24.9 萬 | 0.01% | +5,748 | 新進 |
| Trustmark National Bank Trust Department | 6,379 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Jefferies Group LLC | 6,395 | $25.0 萬 | 0.01% | −40,483−86.4% | 減碼 |
| Legacy Bridge, LLC | 6,417 | $25.1 萬 | 0.19% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 6,432 | $25.2 萬 | 0.01% | +37+0.6% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,481 | $25.4 萬 | 0.13% | −1,270−16.4% | 減碼 |
| Compton Capital Management Inc | 6,500 | $25.5 萬 | 0.14% | −16,700−72.0% | 減碼 |
| Spirit of America Management Corp | 6,500 | $25.5 萬 | 0.06% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 6,564 | $25.7 萬 | 0.11% | 00.0% | 不變 |
| Private Capital Management LLC | 5,294 | $25.7 萬 | 0.08% | 00.0% | 不變 |