WELLS FARGO & COMPANY/MN (WFC) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,944
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | Washington Advisors#1901 · 5,959 sh | 5,959 | $492.5K | — | -10.4% |
| 1902 | Zullo Investment Group#1902 · 5,955 sh | 5,955 | $492.2K | — | +0.3% |
| 1903 | Intellectus Partners#1903 · 5,945 sh | 5,945 | $491.3K | 0.09% | 0.0% |
| 1904 | tru Independence#1904 · 5,946 sh | 5,946 | $490.2K | — | -1.6% |
| 1905 | CVFG#1905 · 5,931 sh | 5,931 | $490.1K | 0.05% | 0.0% |
| 1906 | PIONEER BANK N A#1906 · 5,900 sh | 5,900 | $487.6K | 0.11% | 0.0% |
| 1907 | Kestra Investment Management#1907 · 5,890 sh | 5,890 | $486.7K | <0.01% | +104.4% |
| 1908 | SEARLE#1908 · 5,887 sh | 5,887 | $486.5K | 0.11% | -7.4% |
| 1909 | SILVERLAKE WEALTH MANAGEMENT#1909 · 5,866 sh | 5,866 | $484.8K | — | +0.1% |
| 1910 | Procyon Advisors#1910 · 5,866 sh | 5,866 | $484.7K | — | -2.8% |
| 1911 | Redhawk Wealth Advisors#1911 · 5,853 sh | 5,853 | $483.7K | — | -2.8% |
| 1912 | Cornerstone Wealth Advisors#1912 · 5,850 sh | 5,850 | $483.4K | — | 0.0% |
| 1913 | Golden State Wealth Management#1913 · 4,656 sh | 4,656 | $482.5K | 0.04% | +2.4% |
| 1914 | Stiles Financial Services#1914 · 5,831 sh | 5,831 | $481.9K | 0.12% | +0.6% |
| 1915 | Peak Planning Group#1915 · 5,829 sh | 5,829 | $481.7K | 0.11% | 0.0% |
| 1916 | Regent Peak Wealth Advisors#1916 · 5,807 sh | 5,807 | $479.9K | — | +0.8% |
| 1917 | Vann Equity Management#1917 · 5,773 sh | 5,773 | $477.1K | — | -0.5% |
| 1918 | Campion Asset Management#1918 · 5,763 sh | 5,763 | $476.3K | 0.29% | +0.1% |
| 1919 | MORRIS FINANCIAL CONCEPTS#1919 · 5,761 sh | 5,761 | $476.1K | 0.15% | -0.3% |
| 1920 | First Command Advisory Services#1920 · 6,961 sh | 6,961 | $476.1K | <0.01% | -19.7% |
| 1921 | PATTON ALBERTSON MILLER GROUP#1921 · 5,760 sh | 5,760 | $476.0K | — | -0.1% |
| 1922 | Coign Capital Advisors#1922 · 5,754 sh | 5,754 | $475.5K | 0.21% | New |
| 1923 | FLAGSHIP HARBOR ADVISORS#1923 · 5,753 sh | 5,753 | $475.4K | — | +67.4% |
| 1924 | G2 CAPITAL MANAGEMENT, / OH#1924 · 5,738 sh | 5,738 | $474.2K | — | 0.0% |
| 1925 | Samalin Investment Counsel#1925 · 5,722 sh | 5,722 | $472.9K | — | +17.3% |
| 1926 | SFMG#1926 · 5,703 sh | 5,703 | $471.3K | 0.03% | +41.9% |
| 1927 | Safeguard Investment Advisory Group#1927 · 5,699 sh | 5,699 | $470.9K | 0.11% | +18.2% |
| 1928 | BridgePort Financial Solutions#1928 · 5,663 sh | 5,663 | $468.0K | 0.12% | +5.3% |
| 1929 | Hayek Kallen Investment Management#1929 · 5,655 sh | 5,655 | $467.0K | 0.14% | +0.5% |
| 1930 | Traveka Wealth#1930 · 5,650 sh | 5,650 | $466.9K | — | +1.8% |
| 1931 | THOMPSON INVESTMENT MANAGEMENT#1931 · 5,648 sh | 5,648 | $466.8K | — | +0.7% |
| 1932 | Regal Investment Advisors#1932 · 5,644 sh | 5,644 | $466.4K | 0.02% | +2.0% |
| 1933 | Wealth Enhancement Services#1933 · 5,157 sh | 5,157 | $465.9K | — | +7.8% |
| 1934 | TIAA , NATIONAL ASSOCIATION#1934 · 5,636 sh | 5,636 | $465.8K | 0.03% | -72.9% |
| 1935 | Bradyco#1935 · 5,630 sh | 5,630 | $465.3K | 0.53% | 0.0% |
| 1936 | VisionPoint Advisory Group#1936 · 5,592 sh | 5,592 | $462.1K | — | +9.9% |
| 1937 | GENESIS PRIVATE WEALTH#1937 · 5,569 sh | 5,569 | $460.2K | 0.13% | -0.5% |
| 1938 | WEDGE CAPITAL MANAGEMENT L L P#1938 · 5,555 sh | 5,555 | $459.1K | — | -10.3% |
| 1939 | Gerber Kawasaki Wealth & Investment Management#1939 · 5,550 sh | 5,550 | $458.7K | 0.01% | +5.4% |
| 1940 | Curated Wealth Partners#1940 · 5,542 sh | 5,542 | $458.0K | — | +100.3% |
| 1941 | Lexington Hill Partners#1941 · 5,538 sh | 5,538 | $457.7K | — | -6.9% |
| 1942 | Xcel Wealth Management#1942 · 5,536 sh | 5,536 | $457.5K | — | -76.0% |
| 1943 | PURSUE WEALTH PARTNERS#1943 · 5,530 sh | 5,530 | $457.0K | 0.26% | 0.0% |
| 1944 | Convergence Investment Partners#1944 · 5,523 sh | 5,523 | $456.4K | 0.04% | -88.0% |
| 1945 | Hikari Power Ltd#1945 · 5,500 sh | 5,500 | $455.0K | 0.05% | -21.4% |
| 1946 | Blueshift Asset Management#1946 · 5,504 sh | 5,504 | $454.9K | 0.11% | -37.0% |
| 1947 | BALDWIN WEALTH PARTNERS#1947 · 5,499 sh | 5,499 | $454.4K | — | -9.9% |
| 1948 | McMillan Office#1948 · 10,978 sh | 10,978 | $452.4K | 0.05% | 0.0% |
| 1949 | Athena Investment Management#1949 · 5,469 sh | 5,469 | $452.0K | 0.27% | -43.2% |
| 1950 | Brady Martz Wealth Solutions#1950 · 5,462 sh | 5,462 | $451.4K | 0.07% | 0.0% |
| 1951 | TITLEIST ASSET MANAGEMENT#1951 · 5,456 sh | 5,456 | $450.9K | — | -15.8% |
| 1952 | Howard Capital Management Group#1952 · 5,450 sh | 5,450 | $450.4K | — | 0.0% |
| 1953 | Evernest Financial Advisors#1953 · 5,430 sh | 5,430 | $448.7K | 0.09% | -5.4% |
| 1954 | BOYD WATTERSON ASSET MANAGEMENT#1954 · 5,411 sh | 5,411 | $447.2K | 0.12% | -1.7% |
| 1955 | NOVARE CAPITAL MANAGEMENT#1955 · 5,410 sh | 5,410 | $447.1K | 0.03% | -37.4% |
| 1956 | Fruth Investment Management#1956 · 5,418 sh | 5,418 | $447.0K | — | 0.0% |
| 1957 | Planned Solutions#1957 · 5,408 sh | 5,408 | $446.9K | — | +47.2% |
| 1958 | Arcataur Capital Management#1958 · 5,406 sh | 5,406 | $446.8K | — | 0.0% |
| 1959 | Horst & Graben Wealth Management#1959 · 5,198 sh | 5,198 | $446.7K | 0.06% | -3.3% |
| 1960 | Detalus Advisors#1960 · 5,400 sh | 5,400 | $446.3K | — | 0.0% |
| 1961 | Richard W. Paul & Associates#1961 · 5,396 sh | 5,396 | $446.0K | 0.14% | -1.7% |
| 1962 | Atlas Legacy Advisors#1962 · 5,333 sh | 5,333 | $445.1K | 0.07% | +32.2% |
| 1963 | First Citizens Financial#1963 · 5,381 sh | 5,381 | $444.7K | — | -6.3% |
| 1964 | Ignite Planners#1964 · 5,381 sh | 5,381 | $444.6K | — | +9.0% |
| 1965 | Roberts Wealth Advisors#1965 · 5,377 sh | 5,377 | $444.4K | — | 0.0% |
| 1966 | MARIPAU WEALTH MANAGEMENT#1966 · 5,376 sh | 5,376 | $444.2K | 0.16% | +3.1% |
| 1967 | Cascade Financial Partners#1967 · 5,375 sh | 5,375 | $444.2K | 0.04% | -5.1% |
| 1968 | Evergreen Wealth Solutions#1968 · 5,015 sh | 5,015 | $441.8K | 0.02% | New |
| 1969 | Gradient Capital Advisors#1969 · 5,338 sh | 5,338 | $441.1K | — | -11.5% |
| 1970 | Encompass More Asset Management#1970 · 5,335 sh | 5,335 | $440.9K | — | -0.5% |
| 1971 | GK Wealth Management#1971 · 5,323 sh | 5,323 | $439.8K | — | New |
| 1972 | Leonard Rickey Investment Advisors P.L.L.C.#1972 · 5,316 sh | 5,316 | $439.3K | 0.07% | -7.8% |
| 1973 | Optivise Advisory Services#1973 · 5,316 sh | 5,316 | $439.3K | — | +12.2% |
| 1974 | Brown Financial Advisors#1974 · 5,283 sh | 5,283 | $436.6K | 0.15% | +1.9% |
| 1975 | OneAscent Wealth Management#1975 · 5,272 sh | 5,272 | $435.7K | 0.13% | -27.7% |
| 1976 | MARINO, STRAM & ASSOCIATES#1976 · 5,268 sh | 5,268 | $435.3K | — | +1.1% |
| 1977 | CFS Investment Advisory Services#1977 · 5,084 sh | 5,084 | $434.7K | — | +57.1% |
| 1978 | DIVERSIFIED MANAGEMENT#1978 · 5,255 sh | 5,255 | $434.3K | — | -70.4% |
| 1979 | FOX RUN MANAGEMENT, L.L.C.#1979 · 5,240 sh | 5,240 | $433.0K | 0.07% | -68.7% |
| 1980 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#1980 · 4,850 sh | 4,850 | $432.5K | 0.26% | 0.0% |
| 1981 | Urban Wealth Management#1981 · 5,230 sh | 5,230 | $432.2K | — | 0.0% |
| 1982 | Vantus Wealth#1982 · 5,228 sh | 5,228 | $432.0K | 0.23% | — |
| 1983 | RIVERSEDGE ADVISORS#1983 · 5,219 sh | 5,219 | $431.3K | — | New |
| 1984 | CREDIT INDUSTRIEL ET COMMERCIAL#1984 · 5,211 sh | 5,211 | $430.6K | 0.03% | -38.1% |
| 1985 | MATRIX PRIVATE CAPITAL GROUP#1985 · 5,209 sh | 5,209 | $430.5K | 0.19% | 0.0% |
| 1986 | Fortis Capital Advisors#1986 · 5,198 sh | 5,198 | $429.6K | 0.05% | New |
| 1987 | Alternative Investment Advisors#1987 · 5,197 sh | 5,197 | $429.5K | 0.16% | +0.5% |
| 1988 | Tactive Advisors#1988 · 5,190 sh | 5,190 | $428.9K | — | -29.6% |
| 1989 | Range Advisory#1989 · 5,189 sh | 5,189 | $428.9K | 0.05% | +14.5% |
| 1990 | NORTHCAPE WEALTH MANAGEMENT#1990 · 5,182 sh | 5,182 | $428.2K | 0.11% | +29.6% |
| 1991 | UNIVEST FINANCIAL#1991 · 5,165 sh | 5,165 | $426.8K | 0.02% | +2.0% |
| 1992 | DF DENT#1992 · 5,154 sh | 5,154 | $425.9K | <0.01% | 0.0% |
| 1993 | INTEGRAL INVESTMENT ADVISORS#1993 · 5,153 sh | 5,153 | $425.8K | 0.09% | 0.0% |
| 1994 | Kelsey Financial#1994 · 5,149 sh | 5,149 | $425.5K | 0.32% | 0.0% |
| 1995 | COMMUNITY & INVESTMENT#1995 · 5,134 sh | 5,134 | $424.3K | — | -3.4% |
| 1996 | FORTEM FINANCIAL GROUP#1996 · 5,133 sh | 5,133 | $424.2K | — | -2.0% |
| 1997 | Allegheny Financial Group LTD#1997 · 5,125 sh | 5,125 | $423.6K | 0.04% | -3.2% |
| 1998 | Independence Wealth Advisors#1998 · 5,116 sh | 5,116 | $422.7K | 0.21% | +12.6% |
| 1999 | Trek Financial#1999 · 5,114 sh | 5,114 | $422.6K | 0.02% | +0.2% |
| 2000 | BLUE BELL PRIVATE WEALTH MANAGEMENT#2000 · 5,108 sh | 5,108 | $422.1K | 0.05% | 0.0% |
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.