WELLS FARGO & COMPANY/MN (WFC) — Institutional Holders, Q2 2026 (page 18)
2,944 institutional investment managers reported a WFC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $217.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,701 to 1,800. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WFC 13F holders ranked 1,701–1,800 of 2,944
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | Kagan Cocozza Asset Management#1701 · 7,918 sh | 7,918 | $654.3K | — | 0.0% |
| 1702 | Golden Reserve Retirement#1702 · 7,909 sh | 7,909 | $653.6K | 0.10% | +87.2% |
| 1703 | Riverbend Wealth Management#1703 · 7,887 sh | 7,887 | $651.8K | — | +8.3% |
| 1704 | CIM INVESTMENT MANAGEMENT#1704 · 7,885 sh | 7,885 | $651.6K | 0.16% | -9.1% |
| 1705 | B.O.S.S. Retirement Advisors#1705 · 7,874 sh | 7,874 | $650.7K | — | +0.7% |
| 1706 | EAGLE GLOBAL ADVISORS#1706 · 7,865 sh | 7,865 | $650.0K | 0.02% | -5.6% |
| 1707 | MONARCH CAPITAL MANAGEMENT#1707 · 7,834 sh | 7,834 | $647.4K | — | +2.0% |
| 1708 | Willow Creek Wealth Management#1708 · 7,813 sh | 7,813 | $645.7K | — | — |
| 1709 | CARY STREET PARTNERS INVESTMENT ADVISORY#1709 · 7,811 sh | 7,811 | $645.5K | 0.13% | +4.5% |
| 1710 | ALTFEST L J#1710 · 7,808 sh | 7,808 | $645.2K | 0.06% | -0.1% |
| 1711 | Summit Asset Management#1711 · 7,799 sh | 7,799 | $644.5K | 0.08% | +1.4% |
| 1712 | First Western Bank#1712 · 7,757 sh | 7,757 | $641.0K | 0.03% | -0.6% |
| 1713 | Global Assets Advisory#1713 · 7,443 sh | 7,443 | $638.0K | 0.14% | -2.5% |
| 1714 | ZEGA Investments#1714 · 7,713 sh | 7,713 | $637.4K | 0.07% | -0.6% |
| 1715 | ATALANTA SOSNOFF CAPITAL#1715 · 7,701 sh | 7,701 | $636.4K | 0.01% | -27.4% |
| 1716 | Venator Management#1716 · 550 sh | 550 | $636.4K | 0.14% | 0.0% |
| 1717 | Ares Systematic Credit Ltd#1717 · 550 sh | 550 | $636.4K | 0.39% | 0.0% |
| 1718 | Plan A Wealth#1718 · 7,682 sh | 7,682 | $634.8K | — | -3.2% |
| 1719 | MOSAIC FINANCIAL GROUP#1719 · 7,638 sh | 7,638 | $631.0K | 0.40% | +0.3% |
| 1720 | FIRST AMERICAN , FSB#1720 · 7,630 sh | 7,630 | $630.5K | 0.04% | -16.3% |
| 1721 | Coastwise Capital Group#1721 · 7,610 sh | 7,610 | $628.9K | 0.37% | +0.1% |
| 1722 | Burton Enright Welch#1722 · 7,601 sh | 7,601 | $628.2K | 0.07% | +8.6% |
| 1723 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#1723 · 7,600 sh | 7,600 | $628.1K | 0.25% | +58.3% |
| 1724 | Elevated Capital Advisors#1724 · 7,592 sh | 7,592 | $627.4K | 0.17% | -26.1% |
| 1725 | Hardy Reed#1725 · 7,584 sh | 7,584 | $626.7K | 0.04% | +0.8% |
| 1726 | Douglas Lane & Associates#1726 · 7,570 sh | 7,570 | $625.6K | — | +6.3% |
| 1727 | CAPITAL ADVISORS#1727 · 7,558 sh | 7,558 | $624.6K | <0.01% | 0.0% |
| 1728 | ADVISORS MANAGEMENT GROUP#1728 · 7,551 sh | 7,551 | $624.0K | 0.10% | -10.5% |
| 1729 | Winthrop Capital Management#1729 · 7,540 sh | 7,540 | $623.0K | 0.15% | 0.0% |
| 1730 | Radnor Capital Management#1730 · 7,526 sh | 7,526 | $621.9K | — | -2.1% |
| 1731 | Stonebridge Financial Group, / MO#1731 · 7,513 sh | 7,513 | $620.9K | 0.41% | -9.9% |
| 1732 | SPINNAKER#1732 · 7,510 sh | 7,510 | $620.6K | 0.03% | +1.4% |
| 1733 | BlueStem Wealth Partners#1733 · 7,495 sh | 7,495 | $619.4K | 0.06% | +1.0% |
| 1734 | BROWN, LISLE/CUMMINGS#1734 · 7,486 sh | 7,486 | $618.6K | — | -0.7% |
| 1735 | SJBENEN ADVISORY#1735 · 532 sh | 532 | $618.6K | — | New |
| 1736 | HOWE & RUSLING#1736 · 7,355 sh | 7,355 | $618.5K | 0.04% | +1.2% |
| 1737 | RDA Financial Network#1737 · 3,499 sh | 3,499 | $617.9K | — | +4.5% |
| 1738 | Dorato Capital Management#1738 · 7,085 sh | 7,085 | $617.5K | — | 0.0% |
| 1739 | Weaver Consulting Group#1739 · 7,464 sh | 7,464 | $616.8K | — | -0.6% |
| 1740 | GARDNER RUSSO & QUINN#1740 · 7,451 sh | 7,451 | $615.8K | <0.01% | 0.0% |
| 1741 | Marble Wealth#1741 · 7,443 sh | 7,443 | $615.1K | 0.09% | -1.9% |
| 1742 | CVA Family Office#1742 · 7,425 sh | 7,425 | $613.6K | 0.06% | -0.9% |
| 1743 | Connecticut Wealth Management#1743 · 7,402 sh | 7,402 | $611.7K | — | 0.0% |
| 1744 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1744 · 7,400 sh | 7,400 | $611.5K | 0.04% | -10.8% |
| 1745 | Heritage Investment Group#1745 · 7,397 sh | 7,397 | $611.3K | 0.08% | -3.2% |
| 1746 | Atala Financial#1746 · 7,394 sh | 7,394 | $611.0K | — | 0.0% |
| 1747 | BlackDiamond Wealth Management#1747 · 6,970 sh | 6,970 | $610.0K | 0.25% | +4.9% |
| 1748 | Tradewinds Capital Management#1748 · 7,361 sh | 7,361 | $608.3K | — | 0.0% |
| 1749 | Bull Oak Capital#1749 · 7,359 sh | 7,359 | $608.1K | — | -0.7% |
| 1750 | Vanguard National#1750 · 7,354 sh | 7,354 | $607.7K | 0.03% | +5.0% |
| 1751 | E&G Advisors#1751 · 7,337 sh | 7,337 | $606.3K | — | -0.3% |
| 1752 | Pacifica Capital Investments#1752 · 7,335 sh | 7,335 | $606.2K | 0.21% | 0.0% |
| 1753 | Annex Advisory Services#1753 · 7,330 sh | 7,330 | $605.8K | — | -7.0% |
| 1754 | L. Roy Papp & Associates, LLP#1754 · 7,310 sh | 7,310 | $604.1K | — | 0.0% |
| 1755 | Inspire Advisors#1755 · 7,295 sh | 7,295 | $602.9K | 0.04% | +7.5% |
| 1756 | DKM Wealth Management#1756 · 7,293 sh | 7,293 | $602.7K | — | -4.9% |
| 1757 | Verum Partners#1757 · 7,290 sh | 7,290 | $602.4K | — | -0.9% |
| 1758 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#1758 · 7,265 sh | 7,265 | $600.4K | 0.07% | -1.4% |
| 1759 | Cane Capital Partners#1759 · 7,261 sh | 7,261 | $600.0K | — | -52.0% |
| 1760 | Red Door Wealth Management#1760 · 7,257 sh | 7,257 | $599.8K | 0.05% | +2.3% |
| 1761 | R Squared Ltd#1761 · 7,230 sh | 7,230 | $597.5K | 0.31% | New |
| 1762 | Wellspring Financial Advisors#1762 · 7,221 sh | 7,221 | $597.1K | 0.04% | -14.7% |
| 1763 | Mengis Capital Management#1763 · 7,225 sh | 7,225 | $597.1K | — | +0.1% |
| 1764 | Alpha Family#1764 · 7,220 sh | 7,220 | $596.7K | 0.24% | 0.0% |
| 1765 | Sky Investment Group#1765 · 7,180 sh | 7,180 | $593.4K | 0.09% | +1.4% |
| 1766 | Capstone Wealth Management#1766 · 7,173 sh | 7,173 | $592.8K | 0.28% | New |
| 1767 | LYNCH & ASSOCIATES#1767 · 7,158 sh | 7,158 | $591.5K | — | -0.1% |
| 1768 | Delta Investment Management#1768 · 7,144 sh | 7,144 | $590.4K | 0.10% | 0.0% |
| 1769 | Lakeside Advisors#1769 · 7,125 sh | 7,125 | $588.8K | — | -2.7% |
| 1770 | Birchwood Financial Partners#1770 · 7,125 sh | 7,125 | $588.8K | 0.48% | 0.0% |
| 1771 | GLP LLLP#1771 · 7,117 sh | 7,117 | $588.1K | — | 0.0% |
| 1772 | VSM Wealth Advisory#1772 · 7,111 sh | 7,111 | $587.7K | 0.16% | -0.7% |
| 1773 | Apollon Financial#1773 · 507 sh | 507 | $587.1K | — | -13.8% |
| 1774 | COWA#1774 · 7,102 sh | 7,102 | $586.9K | 0.15% | 0.0% |
| 1775 | Cache Advisors#1775 · 7,100 sh | 7,100 | $586.7K | — | 0.0% |
| 1776 | Lincoln Capital#1776 · 7,094 sh | 7,094 | $586.2K | — | -1.5% |
| 1777 | High Net Worth Advisory Group#1777 · 7,077 sh | 7,077 | $584.9K | — | +35.2% |
| 1778 | Cassaday & Wealth Management#1778 · 7,076 sh | 7,076 | $584.8K | 0.01% | -1.2% |
| 1779 | Pathway Financial Advisers#1779 · 505 sh | 505 | $584.7K | 0.15% | 0.0% |
| 1780 | Summit Wealth Partners#1780 · 7,072 sh | 7,072 | $584.5K | 0.08% | -0.3% |
| 1781 | Auxano Advisors#1781 · 7,065 sh | 7,065 | $583.9K | 0.11% | -0.1% |
| 1782 | Gallagher Fiduciary Advisors#1782 · 7,059 sh | 7,059 | $583.4K | 0.02% | +7.5% |
| 1783 | Mechanics Bank Department#1783 · 7,045 sh | 7,045 | $582.2K | — | 0.0% |
| 1784 | Relyea Zuckerberg Hanson#1784 · 7,045 sh | 7,045 | $582.2K | — | +3.0% |
| 1785 | MEANS INVESTMENT#1785 · 7,029 sh | 7,029 | $580.9K | 0.04% | +0.3% |
| 1786 | Sippican Capital Advisors#1786 · 7,020 sh | 7,020 | $580.1K | — | -2.0% |
| 1787 | Abacus Planning Group#1787 · 7,016 sh | 7,016 | $579.8K | 0.07% | -1.7% |
| 1788 | Versant Capital Management#1788 · 7,009 sh | 7,009 | $579.2K | — | -25.4% |
| 1789 | EARNED WEALTH ADVISORS#1789 · 7,006 sh | 7,006 | $579.0K | 0.04% | -40.5% |
| 1790 | First Bancorp#1790 · 7,003 sh | 7,003 | $578.7K | — | -0.1% |
| 1791 | Mirador Capital Partners#1791 · 6,976 sh | 6,976 | $576.5K | — | -0.2% |
| 1792 | Brio Consultants#1792 · 6,974 sh | 6,974 | $576.4K | 0.07% | -19.5% |
| 1793 | HIGHLAND CAPITAL MANAGEMENT#1793 · 6,964 sh | 6,964 | $575.5K | — | -60.8% |
| 1794 | Arsenal Capital Advisors#1794 · 6,957 sh | 6,957 | $574.9K | 0.34% | +1.8% |
| 1795 | Coastline#1795 · 6,954 sh | 6,954 | $574.7K | — | -0.7% |
| 1796 | Cerro Pacific Wealth Advisors#1796 · 6,952 sh | 6,952 | $574.5K | — | +0.7% |
| 1797 | Charter Capital Management, \DE#1797 · 6,947 sh | 6,947 | $574.1K | 0.25% | 0.0% |
| 1798 | IBEX WEALTH ADVISORS#1798 · 6,934 sh | 6,934 | $573.0K | 0.04% | +0.3% |
| 1799 | Sound Income Strategies#1799 · 6,929 sh | 6,929 | $572.6K | — | +0.7% |
| 1800 | Allen Capital Group#1800 · 6,926 sh | 6,926 | $572.4K | 0.05% | +2.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.