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。
2026 年第 1 季 13F 持有人
Wells Fargo & Company 在 2026/3/31 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
- 2,827
- 較 2025 年第 4 季 −37 家
- 持有股數
- 23.2 億
- 較 2025 年第 4 季 +2.63 億 (+12.8%)
- 總市值
- $1,840 億
- 較 2025 年第 4 季 −$71.1 億 (−3.7%)
- 新進機構
- 183
- 另有 1,052 家加碼
- 清倉機構
- 220
- 另有 1,189 家減碼
另有 46 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 6,037 | $48.1 萬 | 0.02% | +14+0.2% | 加碼 |
| Wayfinding Financial, LLC | 6,042 | $48.1 萬 | 0.21% | −78−1.3% | 減碼 |
| Western Pacific Wealth Management, LP | 6,050 | $48.2 萬 | 0.49% | 00.0% | 不變 |
| Investment Research Partners LLC | 6,052 | $48.2 萬 | 0.20% | −14−0.2% | 減碼 |
| Wealth Science Advisors LLC | 5,179 | $48.3 萬 | 0.27% | 00.0% | 不變 |
| KWB Wealth | 5,199 | $48.5 萬 | 0.05% | −3,487−40.1% | 減碼 |
| Steinberganna Wealth Management | 6,087 | $48.5 萬 | 0.23% | +52+0.9% | 加碼 |
| RWM Asset Management, LLC | 6,091 | $48.5 萬 | 0.05% | +6,091 | 新進 |
| Baldwin Brothers Inc | 6,100 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 6,134 | $48.8 萬 | 0.10% | −42−0.7% | 減碼 |
| Leo Wealth, LLC | 6,137 | $48.9 萬 | 0.04% | +157+2.6% | 加碼 |
| Sentinus, LLC | 6,145 | $48.9 萬 | 0.04% | −26−0.4% | 減碼 |
| Cardiff Park Advisors, LLC | 6,152 | $49.0 萬 | 0.04% | +15+0.2% | 加碼 |
| First National Bank & Trust Co of Newtown | 6,159 | $49.0 萬 | 0.11% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 6,170 | $49.1 萬 | 0.15% | +390+6.7% | 加碼 |
| Nwam LLC | 6,174 | $49.1 萬 | 0.03% | −121−1.9% | 減碼 |
| Basepoint Wealth LLC | 6,178 | $49.2 萬 | 0.28% | −923−13.0% | 減碼 |
| V-Square Quantitative Management LLC | 6,190 | $49.3 萬 | 0.05% | +364+6.2% | 加碼 |
| Wedge Capital Management L L P | 6,193 | $49.3 萬 | 0.01% | +713+13.0% | 加碼 |
| Jacobsen Capital Management | 6,198 | $49.3 萬 | 0.17% | −38−0.6% | 減碼 |
| Grant Private Wealth Management Inc | 6,211 | $49.4 萬 | 0.26% | −119−1.9% | 減碼 |
| ASL Financial, LLC | 6,233 | $49.6 萬 | 0.40% | +14+0.2% | 加碼 |
| Fortress Financial Group, LLC | 6,235 | $49.6 萬 | 0.37% | −90−1.4% | 減碼 |
| Alpha Advisors, LLC | 6,236 | $49.6 萬 | 0.39% | −226−3.5% | 減碼 |
| Tucker Asset Management LLC | 6,253 | $49.8 萬 | 0.15% | −226−3.5% | 減碼 |
| Atlas Brown,Inc. | 6,255 | $49.8 萬 | 0.15% | +20+0.3% | 加碼 |
| Ewa, LLC | 6,271 | $49.9 萬 | 0.11% | +742+13.4% | 加碼 |
| Iowa State Bank | 6,282 | $50.0 萬 | 0.09% | 00.0% | 不變 |
| New Hampshire Trust | 6,285 | $50.0 萬 | 0.10% | −500−7.4% | 減碼 |
| Simmons Bank | 6,289 | $50.1 萬 | 0.03% | −70−1.1% | 減碼 |
| Front Row Advisors LLC | 6,293 | $50.1 萬 | 0.17% | 00.0% | 不變 |
| Ponta Wealth Partners, LLC | 6,309 | $50.2 萬 | 0.40% | +764+13.8% | 加碼 |
| Fosun International Ltd | 6,316 | $50.3 萬 | 0.13% | +1,618+34.4% | 加碼 |
| Mezzasalma Advisors, LLC | 6,343 | $50.5 萬 | 0.13% | +508+8.7% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 6,345 | $50.5 萬 | 0.17% | +229+3.7% | 加碼 |
| Algert Global LLC | 6,359 | $50.6 萬 | 0.01% | +35+0.6% | 加碼 |
| Traphagen Investment Advisors LLC | 6,362 | $50.6 萬 | 0.04% | −374−5.6% | 減碼 |
| Wealth Preservation Advisors, LLC | 6,379 | $50.8 萬 | 0.42% | −10.0% | 減碼 |
| RAM Investment Partners, LLC | 6,380 | $50.8 萬 | 0.09% | +6,380 | 新進 |
| M3 Advisory Group, LLC | 6,383 | $50.8 萬 | 0.31% | −79−1.2% | 減碼 |
| Sax Wealth Advisors, LLC | 5,454 | $50.8 萬 | 0.02% | −747−12.0% | 減碼 |
| Naples Global Advisors, LLC | 6,388 | $50.9 萬 | 0.04% | +270+4.4% | 加碼 |
| Hartford Financial Management Inc. | 6,400 | $51.0 萬 | 0.13% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 6,405 | $51.0 萬 | 0.06% | −528−7.6% | 減碼 |
| PFC Capital Group, Inc. | 6,415 | $51.0 萬 | 0.22% | +344+5.7% | 加碼 |
| JFS Wealth Advisors, LLC | 6,406 | $51.0 萬 | 0.03% | +61+1.0% | 加碼 |
| Sym Financial Corp | 6,407 | $51.0 萬 | 0.05% | +770+13.7% | 加碼 |
| Sterneck Capital Management, LLC | 6,415 | $51.1 萬 | 0.23% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,417 | $51.1 萬 | 0.19% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 6,376 | $51.4 萬 | 0.05% | −175−2.7% | 減碼 |
| Cooper Financial Group | 6,456 | $51.4 萬 | 0.05% | −575−8.2% | 減碼 |
| Howard Financial Services, Ltd. | 6,466 | $51.5 萬 | 0.06% | +2,978+85.4% | 加碼 |
| Titleist Asset Management, LLC | 6,480 | $51.6 萬 | 0.04% | +60+0.9% | 加碼 |
| Red Reef Advisors LLC | 6,480 | $51.6 萬 | 0.54% | −770−10.6% | 減碼 |
| Summa Corp. | 6,500 | $51.7 萬 | 0.21% | −335−4.9% | 減碼 |
| Beta Wealth Group, Inc. | 6,505 | $51.8 萬 | 0.21% | +202+3.2% | 加碼 |
| Heartland Bank & Trust Co | 6,522 | $51.9 萬 | 0.12% | +122+1.9% | 加碼 |
| WealthTrust Axiom LLC | 6,551 | $52.1 萬 | 0.13% | −62−0.9% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 6,566 | $52.3 萬 | 0.02% | −918−12.3% | 減碼 |
| First Command Advisory Services, Inc. | 6,572 | $52.3 萬 | 0.00% | +679+11.5% | 加碼 |
| Summit Wealth Group LLC | 6,575 | $52.3 萬 | 0.06% | +1,549+30.8% | 加碼 |
| Silver Oak Advisory Group, Inc. | 6,584 | $52.4 萬 | 0.23% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 6,586 | $52.4 萬 | 0.03% | −300−4.4% | 減碼 |
| TFR Capital, LLC. | 6,600 | $52.5 萬 | 0.16% | +406+6.6% | 加碼 |
| Confluence Wealth Services, Inc. | 6,614 | $52.7 萬 | 0.02% | 00.0% | 不變 |
| Sequent Asset Management, LLC | 6,618 | $52.7 萬 | 0.25% | −135−2.0% | 減碼 |
| Piscataqua Savings Bank | 6,619 | $52.7 萬 | 0.37% | 00.0% | 不變 |
| Citizens Business Bank | 6,625 | $52.7 萬 | 0.09% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 6,640 | $52.9 萬 | 0.34% | +77+1.2% | 加碼 |
| BlackDiamond Wealth Management Inc. | 6,647 | $52.9 萬 | 0.26% | −40−0.6% | 減碼 |
| Bridgewater Advisors Inc. | 7,265 | $52.9 萬 | 0.03% | −522−6.7% | 減碼 |
| Washington Trust Advisors, Inc. | 6,653 | $53.0 萬 | 0.04% | −70−1.0% | 減碼 |
| Axis Wealth Partners, LLC | 6,667 | $53.1 萬 | 0.28% | +154+2.4% | 加碼 |
| Weil Company, Inc. | 6,673 | $53.1 萬 | 0.12% | 00.0% | 不變 |
| Severin Investments, LLC | 6,692 | $53.3 萬 | 0.46% | −8,403−55.7% | 減碼 |
| Van Cleef Asset Management,Inc | 6,694 | $53.3 萬 | 0.06% | −1,124−14.4% | 減碼 |
| Vista Capital Partners, Inc. | 6,700 | $53.3 萬 | 0.05% | +1,362+25.5% | 加碼 |
| Intrua Financial, LLC | 6,716 | $53.5 萬 | 0.06% | −706−9.5% | 減碼 |
| Founders Financial Alliance, LLC | 6,717 | $53.5 萬 | 0.10% | +1,774+35.9% | 加碼 |
| Hidden Cove Wealth Management, LLC | 6,722 | $53.5 萬 | 0.34% | +491+7.9% | 加碼 |
| Seven Mile Advisory | 6,732 | $53.6 萬 | 0.39% | −2,549−27.5% | 減碼 |
| a16z Perennial Management, L.P. | 6,747 | $53.7 萬 | 0.04% | −161−2.3% | 減碼 |
| Drexel Morgan & Co. | 6,747 | $53.7 萬 | 0.08% | 00.0% | 不變 |
| Richmond Investment Services, LLC | 6,756 | $53.8 萬 | 0.09% | +82+1.2% | 加碼 |
| Inspire Advisors, LLC | 6,786 | $54.0 萬 | 0.04% | +50+0.7% | 加碼 |
| Allen Capital Group, LLC | 6,789 | $54.0 萬 | 0.05% | −303−4.3% | 減碼 |
| Whalerock Point Partners, LLC | 6,789 | $54.0 萬 | 0.10% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 6,800 | $54.1 萬 | 0.15% | −750−9.9% | 減碼 |
| Inscription Capital, LLC | 6,802 | $54.1 萬 | 0.06% | −1,180−14.8% | 減碼 |
| Well Done, LLC | 6,807 | $54.2 萬 | 0.08% | −313−4.4% | 減碼 |
| Tranquility Partners, LLC | 6,808 | $54.2 萬 | 0.20% | −90−1.3% | 減碼 |
| Paradigm Capital Management, LLC | 6,809 | $54.2 萬 | 0.50% | −950−12.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 6,810 | $54.2 萬 | 0.03% | −2,055−23.2% | 減碼 |
| Arsenal Capital Advisors LLC | 6,835 | $54.4 萬 | 0.40% | −152−2.2% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 6,841 | $54.5 萬 | 0.05% | −78−1.1% | 減碼 |
| Virtue Capital Management, LLC | 7,118 | $54.7 萬 | 0.08% | +391+5.8% | 加碼 |
| Interchange Capital Partners, LLC | 7,485 | $54.7 萬 | 0.18% | −3,010−28.7% | 減碼 |
| Wallace Advisory Group, LLC | 6,879 | $54.8 萬 | 0.58% | +96+1.4% | 加碼 |
| Doliver Advisors, LP | 6,889 | $54.8 萬 | 0.12% | −332−4.6% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 6,902 | $54.9 萬 | 0.14% | +185+2.8% | 加碼 |