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 2,883 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 2 季 13F 持有人
Wells Fargo & Company 在 2026/6/30 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
- 2,883
- 較 2026 年第 1 季 +92 家
- 持有股數
- 23.4 億
- 較 2026 年第 1 季 +2,316 萬 (+1.0%)
- 總市值
- $1,931 億
- 較 2026 年第 1 季 +$92.3 億 (+5.0%)
- 新進機構
- 205
- 另有 1,091 家加碼
- 清倉機構
- 113
- 另有 1,145 家減碼
另有 37 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | 2,883 | $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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Howard Bailey Securities, LLC | 8,332 | $68.9 萬 | 0.26% | −10.0% | 減碼 |
| JNBA Financial Advisors | 8,314 | $68.7 萬 | 0.05% | 00.0% | 不變 |
| Boston Private Wealth LLC | 8,309 | $68.7 萬 | 0.04% | −449−5.1% | 減碼 |
| Spirepoint Private Client, LLC | 8,308 | $68.7 萬 | 0.06% | −285−3.3% | 減碼 |
| Wood Tarver Financial Group, LLC | 8,303 | $68.6 萬 | 0.16% | +332+4.2% | 加碼 |
| Bingham Private Wealth, LLC | 8,296 | $68.6 萬 | 0.47% | −213−2.5% | 減碼 |
| Bridgewater Advisors Inc. | 7,865 | $68.5 萬 | 0.04% | +600+8.3% | 加碼 |
| Vermillion Wealth Management, Inc. | 8,288 | $68.5 萬 | 0.16% | −233−2.7% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 8,255 | $68.2 萬 | 0.20% | +1,910+30.1% | 加碼 |
| Cutler Investment Counsel LLC | 8,241 | $68.1 萬 | 0.06% | −176−2.1% | 減碼 |
| Advisortrust Partners, LLC | 8,232 | $68.0 萬 | 0.23% | −328−3.8% | 減碼 |
| Equitable Trust Co | 8,206 | $67.8 萬 | 0.03% | +472+6.1% | 加碼 |
| Ewa, LLC | 8,175 | $67.6 萬 | 0.12% | +1,904+30.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 8,165 | $67.5 萬 | 0.04% | +1,355+19.9% | 加碼 |
| Secure Asset Management, LLC | 8,160 | $67.4 萬 | 0.09% | −1,049−11.4% | 減碼 |
| SilverOak Wealth Management LLC | 8,142 | $67.3 萬 | 0.09% | +563+7.4% | 加碼 |
| FourThought Financial Partners, LLC | 8,136 | $67.2 萬 | 0.05% | +241+3.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 8,135 | $67.2 萬 | 0.06% | −337−4.0% | 減碼 |
| Crusonia Wealth Advisors LLC | 8,133 | $67.2 萬 | 0.11% | +771+10.5% | 加碼 |
| 55 North Private Wealth, LLC | 8,125 | $67.1 萬 | 0.13% | +1,090+15.5% | 加碼 |
| CFO4Life Group, LLC | 8,109 | $67.0 萬 | 0.09% | +39+0.5% | 加碼 |
| KPP Advisory Services LLC | 8,096 | $66.9 萬 | 0.08% | −1,959−19.5% | 減碼 |
| Sentinus, LLC | 8,094 | $66.9 萬 | 0.05% | +1,949+31.7% | 加碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 8,092 | $66.9 萬 | 0.19% | +512+6.8% | 加碼 |
| Field & Main Bank | 8,090 | $66.9 萬 | 0.14% | −777−8.8% | 減碼 |
| Marex Group plc | 8,081 | $66.8 萬 | 0.00% | −3,713−31.5% | 減碼 |
| Financial Insights, Inc. | 8,055 | $66.6 萬 | 0.18% | −700−8.0% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 8,043 | $66.5 萬 | 0.16% | −229−2.8% | 減碼 |
| Baron Wealth Management LLC | 8,040 | $66.4 萬 | 0.17% | −794−9.0% | 減碼 |
| Old West Investment Management, LLC | 8,037 | $66.4 萬 | 0.07% | 00.0% | 不變 |
| Bouchey Financial Group Ltd | 8,021 | $66.3 萬 | 0.04% | +445+5.9% | 加碼 |
| Capital Advantage, Inc. | 8,005 | $66.2 萬 | 0.08% | −851−9.6% | 減碼 |
| Northeast Investment Management | 7,999 | $66.1 萬 | 0.02% | −7,419−48.1% | 減碼 |
| Sig Brokerage, LP | 7,989 | $66.0 萬 | 0.11% | +4,138+107.5% | 加碼 |
| Souders Financial Advisors | 7,985 | $66.0 萬 | 0.07% | +2,201+38.1% | 加碼 |
| Martingale Asset Management L P | 7,983 | $66.0 萬 | 0.02% | +7,983 | 新進 |
| WSFS Capital Management, LLC | 7,958 | $65.8 萬 | 0.03% | −199−2.4% | 減碼 |
| Cheviot Value Management, LLC | 7,950 | $65.7 萬 | 0.07% | −1,550−16.3% | 減碼 |
| SageView Advisory Group, LLC | 7,932 | $65.5 萬 | 0.02% | +134+1.7% | 加碼 |
| Wealth Architects, LLC | 7,928 | $65.5 萬 | 0.05% | −235−2.9% | 減碼 |
| Kagan Cocozza Asset Management | 7,918 | $65.4 萬 | 0.41% | 00.0% | 不變 |
| Golden Reserve Retirement LLC | 7,909 | $65.4 萬 | 0.10% | +3,684+87.2% | 加碼 |
| Riverbend Wealth Management, LLC | 7,887 | $65.2 萬 | 0.33% | +605+8.3% | 加碼 |
| Cim Investment Mangement Inc | 7,885 | $65.2 萬 | 0.16% | −793−9.1% | 減碼 |
| Virtue Asset Management LLC | 7,879 | $65.1 萬 | 0.46% | −7,774−49.7% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 7,874 | $65.1 萬 | 0.18% | +52+0.7% | 加碼 |
| Eagle Global Advisors LLC | 7,865 | $65.0 萬 | 0.02% | −463−5.6% | 減碼 |
| Monarch Capital Management Inc | 7,834 | $64.7 萬 | 0.15% | +150+2.0% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 7,811 | $64.6 萬 | 0.13% | +338+4.5% | 加碼 |
| Altfest L J & Co Inc | 7,808 | $64.5 萬 | 0.06% | −11−0.1% | 減碼 |
| Summit Asset Management, LLC | 7,799 | $64.5 萬 | 0.08% | +104+1.4% | 加碼 |
| First Western Trust Bank | 7,757 | $64.1 萬 | 0.03% | −46−0.6% | 減碼 |
| Global Assets Advisory, LLC | 7,443 | $63.8 萬 | 0.14% | −189−2.5% | 減碼 |
| ZEGA Investments, LLC | 7,713 | $63.7 萬 | 0.11% | −50−0.6% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 7,701 | $63.6 萬 | 0.01% | −2,911−27.4% | 減碼 |
| Plan A Wealth LLC | 7,682 | $63.5 萬 | 0.27% | −250−3.2% | 減碼 |
| Mosaic Financial Group, LLC | 7,638 | $63.1 萬 | 0.40% | +20+0.3% | 加碼 |
| First American Trust, FSB | 7,630 | $63.0 萬 | 0.04% | −1,490−16.3% | 減碼 |
| Coastwise Capital Group, LLC | 7,610 | $62.9 萬 | 0.37% | +4+0.1% | 加碼 |
| Burton Enright Welch | 7,601 | $62.8 萬 | 0.07% | +604+8.6% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,600 | $62.8 萬 | 0.25% | +2,800+58.3% | 加碼 |
| Elevated Capital Advisors, LLC | 7,592 | $62.7 萬 | 0.17% | −2,687−26.1% | 減碼 |
| Hardy Reed LLC | 7,584 | $62.7 萬 | 0.04% | +63+0.8% | 加碼 |
| Douglas Lane & Associates, LLC | 7,570 | $62.6 萬 | 0.01% | +447+6.3% | 加碼 |
| Capital Advisors Inc | 7,558 | $62.5 萬 | 0.01% | 00.0% | 不變 |
| Advisors Management Group Inc | 7,551 | $62.4 萬 | 0.10% | −883−10.5% | 減碼 |
| Winthrop Capital Management, LLC | 7,540 | $62.3 萬 | 0.15% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 7,526 | $62.2 萬 | 0.09% | −160−2.1% | 減碼 |
| Stonebridge Financial Group, LLC | 7,513 | $62.1 萬 | 0.41% | −827−9.9% | 減碼 |
| Spinnaker Trust | 7,510 | $62.1 萬 | 0.03% | +103+1.4% | 加碼 |
| BlueStem Wealth Partners, LLC | 7,495 | $61.9 萬 | 0.06% | +71+1.0% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 7,486 | $61.9 萬 | 0.14% | −49−0.7% | 減碼 |
| Dorato Capital Management | 7,085 | $61.8 萬 | 0.42% | 00.0% | 不變 |
| Weaver Consulting Group | 7,464 | $61.7 萬 | 0.13% | −47−0.6% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 7,451 | $61.6 萬 | 0.01% | +10.0% | 加碼 |
| Marble Wealth, LLC | 7,443 | $61.5 萬 | 0.09% | −144−1.9% | 減碼 |
| CVA Family Office, LLC | 7,425 | $61.4 萬 | 0.06% | −71−0.9% | 減碼 |
| Connecticut Wealth Management, LLC | 7,402 | $61.2 萬 | 0.02% | +10.0% | 加碼 |
| Zions Bancorporation, National Association | 7,400 | $61.2 萬 | 0.04% | −900−10.8% | 減碼 |
| Heritage Investment Group, Inc. | 7,397 | $61.1 萬 | 0.08% | −242−3.2% | 減碼 |
| Atala Financial Inc | 7,394 | $61.1 萬 | 0.37% | 00.0% | 不變 |
| BlackDiamond Wealth Management Inc. | 6,970 | $61.0 萬 | 0.25% | +323+4.9% | 加碼 |
| Tradewinds Capital Management, LLC | 7,361 | $60.8 萬 | 0.11% | 00.0% | 不變 |
| Bull Oak Capital, LLC | 7,359 | $60.8 萬 | 0.20% | −50−0.7% | 減碼 |
| Vanguard National Trust Co | 7,354 | $60.8 萬 | 0.03% | +351+5.0% | 加碼 |
| Howe & Rusling Inc | 7,345 | $60.7 萬 | 0.04% | +90+1.2% | 加碼 |
| E&G Advisors, LP | 7,337 | $60.6 萬 | 0.12% | −20−0.3% | 減碼 |
| Pacifica Capital Investments, LLC | 7,335 | $60.6 萬 | 0.21% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 7,330 | $60.6 萬 | 0.01% | −554−7.0% | 減碼 |
| Papp L Roy & Associates | 7,310 | $60.4 萬 | 0.06% | 00.0% | 不變 |
| Inspire Advisors, LLC | 7,295 | $60.3 萬 | 0.04% | +509+7.5% | 加碼 |
| DKM Wealth Management, Inc. | 7,293 | $60.3 萬 | 0.39% | −376−4.9% | 減碼 |
| Verum Partners LLC | 7,290 | $60.2 萬 | 0.09% | −63−0.9% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 7,265 | $60.0 萬 | 0.07% | −100−1.4% | 減碼 |
| Cane Capital Partners, LLC | 7,261 | $60.0 萬 | 0.24% | −7,860−52.0% | 減碼 |
| Red Door Wealth Management, LLC | 7,257 | $60.0 萬 | 0.05% | +163+2.3% | 加碼 |
| R Squared Ltd | 7,230 | $59.7 萬 | 0.31% | +7,230 | 新進 |
| Wellspring Financial Advisors, LLC | 7,221 | $59.7 萬 | 0.04% | −1,246−14.7% | 減碼 |
| Mengis Capital Management, Inc. | 7,225 | $59.7 萬 | 0.09% | +4+0.1% | 加碼 |
| Alpha Family Trust | 7,220 | $59.7 萬 | 0.24% | 00.0% | 不變 |