WELLS FARGO & COMPANY/MN (WFC) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 2,944
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Financial Security Advisor#2301 · 3,510 sh | 3,510 | $290.0K | 0.05% | -4.7% |
| 2302 | HC Advisors#2302 · 3,501 sh | 3,501 | $289.3K | 0.18% | -3.0% |
| 2303 | Evanson Financial#2303 · 250 sh | 250 | $289.3K | — | — |
| 2304 | Cherry Tree Wealth Management#2304 · 3,499 sh | 3,499 | $289.2K | — | -2.2% |
| 2305 | TOBIAS FINANCIAL ADVISORS#2305 · 3,496 sh | 3,496 | $288.9K | 0.04% | -0.1% |
| 2306 | Centennial Wealth Advisory#2306 · 3,489 sh | 3,489 | $288.3K | — | +0.2% |
| 2307 | Northstar Group#2307 · 3,482 sh | 3,482 | $287.8K | 0.04% | 0.0% |
| 2308 | Tillman Hartley#2308 · 3,482 sh | 3,482 | $287.8K | 0.06% | -18.4% |
| 2309 | Sprinkle Financial Consultants#2309 · 3,473 sh | 3,473 | $287.0K | — | 0.0% |
| 2310 | Index Fund Advisors#2310 · 3,467 sh | 3,467 | $286.5K | 0.01% | +3.5% |
| 2311 | Elevated Financial Group#2311 · 3,456 sh | 3,456 | $285.6K | — | +25.4% |
| 2312 | DB&C Advisors#2312 · 3,453 sh | 3,453 | $285.4K | — | +0.4% |
| 2313 | Private Advisory Group#2313 · 3,448 sh | 3,448 | $284.9K | 0.02% | -13.5% |
| 2314 | CONSILIO WEALTH ADVISORS#2314 · 3,448 sh | 3,448 | $284.9K | 0.07% | +1.7% |
| 2315 | Eagle Bay Advisors#2315 · 3,447 sh | 3,447 | $284.9K | — | +13.6% |
| 2316 | Asset Planning#2316 · 3,446 sh | 3,446 | $284.8K | — | +0.5% |
| 2317 | Compass Financial Services#2317 · 3,442 sh | 3,442 | $284.5K | 0.11% | -19.3% |
| 2318 | BSW Wealth Partners#2318 · 3,438 sh | 3,438 | $284.2K | 0.03% | -2.4% |
| 2319 | Lionshead Wealth Management#2319 · 3,436 sh | 3,436 | $284.0K | — | +1.3% |
| 2320 | Vistica Wealth Advisors#2320 · 3,436 sh | 3,436 | $284.0K | 0.25% | -0.5% |
| 2321 | MOTIVE WEALTH ADVISORS#2321 · 3,434 sh | 3,434 | $283.8K | — | -5.4% |
| 2322 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#2322 · 3,433 sh | 3,433 | $283.7K | — | -15.0% |
| 2323 | Ullmann Wealth Partners Group#2323 · 3,432 sh | 3,432 | $283.7K | 0.03% | +3.6% |
| 2324 | Cascades Capital Asset Management#2324 · 3,423 sh | 3,423 | $282.9K | 0.10% | -5.6% |
| 2325 | Jackson, Grant Investment Advisers#2325 · 3,422 sh | 3,422 | $282.8K | 0.09% | 0.0% |
| 2326 | SONATA CAPITAL GROUP#2326 · 3,415 sh | 3,415 | $282.2K | — | -22.7% |
| 2327 | Verity Asset Management#2327 · 3,407 sh | 3,407 | $281.5K | 0.11% | New |
| 2328 | BCR Wealth Strategies#2328 · 3,401 sh | 3,401 | $281.0K | 0.08% | 0.0% |
| 2329 | Alan B. Lancz & Associates#2329 · 3,400 sh | 3,400 | $281.0K | 0.24% | 0.0% |
| 2330 | Avail Investment Partners#2330 · 3,394 sh | 3,394 | $280.5K | — | New |
| 2331 | Consolidated Planning#2331 · 3,389 sh | 3,389 | $280.1K | — | +1.3% |
| 2332 | Verus Financial Partners#2332 · 3,381 sh | 3,381 | $279.4K | 0.02% | +0.1% |
| 2333 | HFG Advisors#2333 · 3,380 sh | 3,380 | $279.3K | 0.17% | -8.5% |
| 2334 | FOUNDERS GROVE WEALTH PARTNERS#2334 · 3,376 sh | 3,376 | $279.0K | — | New |
| 2335 | Asset Dedication#2335 · 3,376 sh | 3,376 | $279.0K | 0.02% | -7.2% |
| 2336 | Core Wealth Partners#2336 · 3,373 sh | 3,373 | $278.7K | 0.12% | +1.5% |
| 2337 | Emergent Wealth Advisors#2337 · 3,732 sh | 3,732 | $278.1K | — | +4.7% |
| 2338 | Missouri & Investment#2338 · 3,208 sh | 3,208 | $277.4K | 0.08% | 0.0% |
| 2339 | Capstone Financial Advisors#2339 · 3,354 sh | 3,354 | $277.1K | 0.01% | +3.5% |
| 2340 | Solidarity Wealth#2340 · 3,353 sh | 3,353 | $277.1K | — | -0.7% |
| 2341 | AGH Wealth Advisors#2341 · 3,353 sh | 3,353 | $277.1K | — | New |
| 2342 | ESL Services#2342 · 3,352 sh | 3,352 | $277.0K | 0.05% | 0.0% |
| 2343 | Johnson Wealth Management#2343 · 3,351 sh | 3,351 | $276.9K | 0.12% | +2.6% |
| 2344 | Graham Capital Management, L.P.#2344 · 3,344 sh | 3,344 | $276.3K | <0.01% | +520.4% |
| 2345 | Yukon Wealth Management#2345 · 3,343 sh | 3,343 | $276.3K | 0.08% | New |
| 2346 | Wilian Securities#2346 · 3,337 sh | 3,337 | $275.8K | 0.16% | -2.0% |
| 2347 | Penserra Capital Management#2347 · 3,350 sh | 3,350 | $275.0K | <0.01% | +3.5% |
| 2348 | Capital Advisors, Ltd.#2348 · 3,318 sh | 3,318 | $274.0K | 0.03% | -5.6% |
| 2349 | KG&L Capital Management#2349 · 3,313 sh | 3,313 | $273.8K | — | -56.8% |
| 2350 | PENNINGTON PARTNERS#2350 · 3,313 sh | 3,313 | $273.8K | 0.09% | New |
| 2351 | Strategic Family Wealth Counselors, L.L.C.#2351 · 3,309 sh | 3,309 | $273.4K | 0.06% | New |
| 2352 | Legend Capital Advisors#2352 · 3,300 sh | 3,300 | $272.7K | 0.15% | 0.0% |
| 2353 | INVENIO WEALTH PARTNERS#2353 · 3,295 sh | 3,295 | $272.3K | — | -0.3% |
| 2354 | WFA of San Diego#2354 · 232 sh | 232 | $272.1K | 0.22% | -84.4% |
| 2355 | Crew Capital Management, Ltd.#2355 · 235 sh | 235 | $271.9K | 0.15% | 0.0% |
| 2356 | EAGLE WEALTH STRATEGIES#2356 · 3,290 sh | 3,290 | $271.9K | — | -4.1% |
| 2357 | BLALOCK WILLIAMS#2357 · 3,288 sh | 3,288 | $271.7K | 0.18% | +6.4% |
| 2358 | MATAURO#2358 · 3,287 sh | 3,287 | $271.6K | 0.04% | -11.0% |
| 2359 | Bogart Wealth#2359 · 3,279 sh | 3,279 | $270.9K | <0.01% | +79.5% |
| 2360 | Hara Capital#2360 · 3,273 sh | 3,273 | $270.5K | 0.14% | 0.0% |
| 2361 | Claret Asset Management#2361 · 3,266 sh | 3,266 | $270.0K | 0.03% | -0.8% |
| 2362 | GUYASUTA INVESTMENT ADVISORS#2362 · 3,264 sh | 3,264 | $269.8K | — | +0.1% |
| 2363 | Bank of Marin#2363 · 233 sh | 233 | $269.6K | 0.19% | -8.3% |
| 2364 | INVESTMENT ADVISORY SERVICES /TX#2364 · 3,260 sh | 3,260 | $269.4K | — | +2.8% |
| 2365 | Paragon Capital Management Ltd#2365 · 3,256 sh | 3,256 | $269.1K | — | 0.0% |
| 2366 | Symmetry Partners#2366 · 3,253 sh | 3,253 | $268.9K | 0.01% | +14.7% |
| 2367 | BUILDER INVESTMENT GROUP#2367 · 3,250 sh | 3,250 | $268.6K | — | 0.0% |
| 2368 | Shelter Rock Management#2368 · 3,248 sh | 3,248 | $268.4K | — | +0.6% |
| 2369 | EdgeRock Capital#2369 · 3,246 sh | 3,246 | $268.2K | 0.06% | -23.2% |
| 2370 | Veery Capital#2370 · 3,234 sh | 3,234 | $267.3K | — | -3.3% |
| 2371 | Greenwich Wealth Management#2371 · 3,234 sh | 3,234 | $267.0K | <0.01% | -1.4% |
| 2372 | ABOUND FINANCIAL#2372 · 3,100 sh | 3,100 | $266.9K | 0.11% | 0.0% |
| 2373 | Johnson Financial Group#2373 · 3,229 sh | 3,229 | $266.8K | 0.01% | New |
| 2374 | Hoxton Planning & Management#2374 · 3,227 sh | 3,227 | $266.7K | — | -0.7% |
| 2375 | Parkway Wealth Management Group#2375 · 3,227 sh | 3,227 | $266.7K | — | -12.7% |
| 2376 | OKABENA INVESTMENT SERVICES#2376 · 3,225 sh | 3,225 | $266.5K | 0.05% | 0.0% |
| 2377 | Axiom Financial Strategies#2377 · 3,217 sh | 3,217 | $265.9K | 0.08% | 0.0% |
| 2378 | MinichMacGregor Wealth Management#2378 · 3,212 sh | 3,212 | $265.4K | — | -5.9% |
| 2379 | Bell Investment Advisors#2379 · 3,204 sh | 3,204 | $264.8K | 0.04% | +16.2% |
| 2380 | Kearns & Associates#2380 · 3,200 sh | 3,200 | $264.4K | — | -39.0% |
| 2381 | FINANCIAL MANAGEMENT NETWORK#2381 · 3,021 sh | 3,021 | $264.3K | — | +0.5% |
| 2382 | Caledonia (Private) Investments Pty Ltd#2382 · 3,198 sh | 3,198 | $264.3K | <0.01% | 0.0% |
| 2383 | SFE Investment Counsel#2383 · 3,195 sh | 3,195 | $264.0K | 0.04% | -7.9% |
| 2384 | City State Bank#2384 · 3,189 sh | 3,189 | $263.5K | — | 0.0% |
| 2385 | BRAVE ASSET MANAGEMENT#2385 · 3,187 sh | 3,187 | $263.4K | 0.06% | 0.0% |
| 2386 | Finer Wealth Management#2386 · 3,187 sh | 3,187 | $263.4K | — | 0.0% |
| 2387 | Advisory Solutions Group#2387 · 3,187 sh | 3,187 | $263.4K | — | — |
| 2388 | SUTTON PLACE INVESTORS#2388 · 3,185 sh | 3,185 | $263.2K | — | -1.6% |
| 2389 | Aletheian Wealth Advisors#2389 · 3,184 sh | 3,184 | $263.1K | — | +13.3% |
| 2390 | Owl Creek Wealth Partners#2390 · 3,184 sh | 3,184 | $263.1K | — | +2.6% |
| 2391 | Blue Fin Capital#2391 · 3,181 sh | 3,181 | $262.9K | 0.04% | 0.0% |
| 2392 | SIMON QUICK ADVISORS#2392 · 3,180 sh | 3,180 | $262.8K | — | +7.4% |
| 2393 | 4WEALTH ADVISORS#2393 · 3,137 sh | 3,137 | $262.0K | — | -0.1% |
| 2394 | Ironwood Financial#2394 · 2,985 sh | 2,985 | $261.7K | — | 0.0% |
| 2395 | Forza Wealth Management#2395 · 3,164 sh | 3,164 | $261.5K | — | 0.0% |
| 2396 | Centerpoint Advisory Group#2396 · 3,159 sh | 3,159 | $261.1K | — | -24.0% |
| 2397 | Third View Private Wealth#2397 · 3,151 sh | 3,151 | $260.4K | 0.03% | -21.5% |
| 2398 | OBERWEIS ASSET MANAGEMENT#2398 · 225 sh | 225 | $260.3K | <0.01% | 0.0% |
| 2399 | First County Bank#2399 · 225 sh | 225 | $260.3K | — | 0.0% |
| 2400 | JUNCTURE WEALTH STRATEGIES#2400 · 3,148 sh | 3,148 | $260.2K | — | 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.