WELLS FARGO & COMPANY/MN
Sector Allocation
- Other40.6%$233.4B
- Technology23.3%$134.3B
- Financials10.5%$60.4B
- Healthcare5.5%$31.4B
- Industrials5.2%$29.8B
- Consumer Discretionary4.6%$26.3B
- Consumer Staples3.0%$17.0B
- Energy2.4%$14.0B
- Utilities1.8%$10.6B
- Materials1.5%$8.4B
AUM History
13fpro.ai/research/fund/wells-fargo-and-company-mn-72971
Conviction and streaks
Stable · top 10 = 19.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$17.3B- ISHARES$15.3B
MSFT
$12.5BNVDA
$11.8B- ISHARES$10.9B
GOOGL
$10.4BAVGO
$9.5BSPY
$9.0B- VANGUARD$8.8B
- ISHARES$8.8B
AMZN
$8.3BJPM
$7.6B- ISHARES$7.5B
GOOG
$6.6B- ISHARES$6.4B
META
$5.6BLLY
$5.6BQQQ
$5.3B- ISHARES$5.0B
V
$4.8B
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wells-fargo-and-company-mn-72971
WELLS FARGO & COMPANY/MN 13F holdings — Q2 2026
$617.4B portfolio (+16.4% QoQ) · 7,294 holdings · Q2 2026 13F · top 10 are 20% of the stock portfolio
Includes $42.1B of put/call options ($27.5B puts, $14.6B calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $575.3B. Weights use the stock portfolio.
$17.3B
3.0% of stocks
+2%This quarter+12.4%Since filed6+ qtrsHeld- 2
ISHARES TR - CORE S&P500 ETF
$15.3B
2.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $12.5B
2.2% of stocks
+0.3%This quarter+7.5%Since filed6+ qtrsHeld$11.8B
2.0% of stocks
+3%This quarter-4.1%Since filed6+ qtrsHeld- 5
ISHARES TR - CORE S&P TTL STK
$10.9B
1.9% of stocks
+1.0%This quarter—Since filed—HeldAIQuality—Est. buy— $10.4B
1.8% of stocks
+5%This quarter-8.5%Since filed6+ qtrsHeld$9.5B
1.6% of stocks
-2%This quarter-16.2%Since filed6+ qtrsHeld$9.0B
1.6% of stocks
+27%This quarter-1.4%Since filed6+ qtrsHeld- 9
VANGUARD INDEX FDS - MID CAP ETF
$8.8B
1.5% of stocks
+295%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE MSCI EAFE
$8.8B
1.5% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $17.3B | 3.0% | +2% | +12.4% | 6+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - CORE S&P500 ETF | $15.3B | 2.7% | +4% | — | — | — | — | |
| 3 | $12.5B | 2.2% | +0.3% | +7.5% | 6+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $11.8B | 2.0% | +3% | -4.1% | 6+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - CORE S&P TTL STK | $10.9B | 1.9% | +1.0% | — | — | — | — | |
| 6 | $10.4B | 1.8% | +5% | -8.5% | 6+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $9.5B | 1.6% | -2% | -16.2% | 6+ qtrs | 84.5#7 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $9.0B | 1.6% | +27% | -1.4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INDEX FDS - MID CAP ETF | $8.8B | 1.5% | +295% | — | — | — | — | |
| 10 | ISHARES TR - CORE MSCI EAFE | $8.8B | 1.5% | +7% | — | — | — | — |
All holdings — WELLS FARGO & COMPANY/MN (Q2 2026)
7,294 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $8.3B | 1.4% | 34.74M | -0.8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $7.6B | 1.3% | 23.35M | +2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $7.5B | 1.3% | 91.12M | +4% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $6.6B | 1.1% | 18.69M | +4% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $6.4B | 1.1% | 65.01M | +2% | — | — | 13F |
| 16 | Meta Platforms, Inc. | Technology | $5.6B | 1.0% | 10.02M | +4% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ELI LILLY & Co | Healthcare | $5.6B | 1.0% | 4.65M | +5% | 6+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $5.3B | 0.9% | 7.24M | +11% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - RUS MID CAP ETFetf/fund | — | $5.0B | 0.9% | 45.37M | +6% | — | — | 13F |
| 20 | VISA INC. | Financials | $4.8B | 0.8% | 13.86M | +68% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $4.7B | 0.8% | 24.42M | +5% | — | — | 13F |
| 22 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $4.4B | 0.8% | 6.46M | +3% | — | — | 13F |
| 23 | CISCO SYSTEMS, INC. | Technology | $4.4B | 0.8% | 37.73M | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $4.4B | 0.8% | 17.37M | +3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $4.4B | 0.8% | 57.01M | +7% | — | — | 13F |
| 26 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $4.1B | 0.7% | 58.00M | -6% | |||
| 27 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $3.9B | 0.7% | 27.44M | -2% | |||
| 28 | — PUT | ISHARES TR - RUSSELL 2000 ETF | — | $3.7B | — | 12.26M | +34% | |||
| 29 | $QQQ CALL | INVESCO QQQ TRUST, SERIES 1 | — | $3.6B | — | 4.89M | +46% | |||
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.5B | 0.6% | 11.80M | +23% | |||
| 31 | $QQQ PUT | INVESCO QQQ TRUST, SERIES 1 | — | $3.5B | — | 4.68M | +62% | |||
| 32 | $MU | MICRON TECHNOLOGY INC | Technology | $3.3B | 0.6% | 2.85M | +16% | |||
| 33 | $ADI | ANALOG DEVICES INC | Technology | $3.3B | 0.6% | 8.22M | -2% | |||
| 34 | $WMT | Walmart Inc. | Consumer Staples | $3.3B | 0.6% | 28.79M | -2% | |||
| 35 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.2B | 0.6% | 5.59M | +20% | |||
| 36 | $LRCX | LAM RESEARCH CORP | Technology | $3.2B | 0.6% | 7.31M | +42% | |||
| 37 | $STX PUT | Seagate Technology Holdings plc | Technology | $3.1B | — | 3.25M | +1% | |||
| 38 | $CVX | CHEVRON CORP | Energy | $2.9B | 0.5% | 17.54M | -3% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.9B | 0.5% | 3.11M | -0.2% | |||
| 40 | $SPY PUT | SPDR S&P 500 ETF TRUST | — | $2.8B | — | 3.81M | +44% | |||
| 41 | — | ISHARES TR - BROAD USD HIGH | — | $2.7B | 0.5% | 71.64M | +55% | |||
| 42 | $AMGN | AMGEN INC | Healthcare | $2.6B | 0.5% | 7.24M | +2% | |||
| 43 | $NEE | NEXTERA ENERGY INC | Utilities | $2.6B | 0.5% | 29.20M | +2% | |||
| 44 | $GE | GENERAL ELECTRIC CO | Industrials | $2.6B | 0.5% | 6.86M | +0.7% | |||
| 45 | $WDC PUT | WESTERN DIGITAL CORP | Technology | $2.6B | — | 4.01M | -0.0% | |||
| 46 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.4B | 0.4% | 41.00M | -4% | |||
| 47 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $2.4B | 0.4% | 45.23M | +3% | |||
| 48 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.4B | 0.4% | 4.83M | -6% | |||
| 49 | $BLK | BlackRock, Inc. | Financials | $2.4B | 0.4% | 2.50M | +1% | |||
| 50 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.4B | 0.4% | 10.06M | -7% | |||
| 51 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.4B | 0.4% | 4.96M | +7% | |||
| 52 | — | ISHARES TR - CORE UNIVRSL USD | — | $2.3B | 0.4% | 50.46M | +2% | |||
| 53 | $ABBV | AbbVie Inc. | Healthcare | $2.3B | 0.4% | 9.02M | +1% | |||
| 54 | $CAT | CATERPILLAR INC | Industrials | $2.3B | 0.4% | 2.12M | +3% | |||
| 55 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $2.3B | 0.4% | 26.19M | +492% | |||
| 56 | $MA | Mastercard Inc | Financials | $2.2B | 0.4% | 4.36M | +9% | |||
| 57 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.2B | 0.4% | 17.87M | +296% | |||
| 58 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.2B | 0.4% | 8.05M | +1% | |||
| 59 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.1B | 0.4% | 14.49M | -2% | |||
| 60 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $2.1B | 0.4% | 29.04M | +12% | |||
| 61 | — | ISHARES TR - S&P 500 GRWT ETF | — | $2.1B | 0.4% | 15.41M | +0.3% | |||
| 62 | $PSX | Phillips 66 | Energy | $2.1B | 0.4% | 12.48M | -9% | |||
| 63 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.1B | 0.4% | 5.95M | -0.7% | |||
| 64 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.1B | 0.4% | 5.64M | -2% | |||
| 65 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.0B | 0.4% | 13.98M | -3% | |||
| 66 | $PANW | Palo Alto Networks Inc | Technology | $2.0B | 0.3% | 5.97M | -2% | |||
| 67 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $2.0B | 0.3% | 26.47M | -5% | |||
| 68 | — | ISHARES TR - JPMORGAN USD EMG | — | $2.0B | 0.3% | 20.94M | +5% | |||
| 69 | $AXP | AMERICAN EXPRESS CO | Financials | $2.0B | 0.3% | 5.96M | +5% | |||
| 70 | $LIN | LINDE PLC | Materials | $2.0B | 0.3% | 3.83M | +1% | |||
| 71 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.9B | 0.3% | 33.50M | +3% | |||
| 72 | $SNDK | Sandisk Corp | Technology | $1.9B | 0.3% | 839K | +172% | |||
| 73 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.9B | 0.3% | 8.72M | +3% | |||
| 74 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.8B | 0.3% | 8.31M | -5% | |||
| 75 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.8B | 0.3% | 4.32M | +7% | |||
| 76 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8B | 0.3% | 13.04M | +0.3% | |||
| 77 | — | ISHARES TR - MSCI EAFE ETF | — | $1.7B | 0.3% | 16.10M | -5% | |||
| 78 | $RTX | RTX Corp | Industrials | $1.7B | 0.3% | 8.80M | -0.2% | |||
| 79 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.6B | 0.3% | 7.19M | +4% | |||
| 80 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.6B | 0.3% | 1.53M | +5% | |||
| 81 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.5B | 0.3% | 5.11M | -15% | |||
| 82 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.5B | 0.3% | 4.33M | -4% | |||
| 83 | $PEP | PEPSICO INC | Consumer Staples | $1.5B | 0.3% | 11.27M | -1% | |||
| 84 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.5B | 0.3% | 8.21M | +6% | |||
| 85 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.5B | 0.3% | 2.08M | +15% | |||
| 86 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.5B | 0.3% | 3.62M | +8% | |||
| 87 | $MRK | Merck & Co., Inc. | Healthcare | $1.5B | 0.3% | 11.66M | +2% | |||
| 88 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.5B | 0.3% | 6.06M | +13% | |||
| 89 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.5B | 0.3% | 5.27M | +16% | |||
| 90 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.5B | 0.3% | 12.33M | +704% | |||
| 91 | $ASML | ASML HOLDING NV | Technology | $1.4B | 0.3% | 719K | -7% | |||
| 92 | $IVZ | Invesco Ltd. | Financials | $1.4B | 0.3% | 6.66M | -0.3% | |||
| 93 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.4B | 0.3% | 6.23M | +0.3% | |||
| 94 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.4B | 0.2% | 9.76M | -2% | |||
| 95 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.4B | 0.2% | 5.69M | +13% | |||
| 96 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.4B | 0.2% | 15.18M | -5% | |||
| 97 | $INTC | INTEL CORP | Technology | $1.4B | 0.2% | 9.76M | +67% | |||
| 98 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.4B | 0.2% | 13.34M | -2% | |||
| 99 | $ETN | Eaton Corp plc | Industrials | $1.3B | 0.2% | 3.14M | +2% | |||
| 100 | $CB | Chubb Ltd | Financials | $1.3B | 0.2% | 3.85M | -17% | |||
| 101 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $1.3B | 0.2% | 4.51M | -3% | |||
| 102 | $PLD | Prologis, Inc. | Real Estate | $1.3B | 0.2% | 9.61M | +2% | |||
| 103 | $BNY | Bank of New York Mellon Corp | Financials | $1.3B | 0.2% | 8.97M | -0.3% | |||
| 104 | $GEV | GE Vernova Inc. | Industrials | $1.3B | 0.2% | 1.09M | +9% | |||
| 105 | $C | CITIGROUP INC | Financials | $1.3B | 0.2% | 9.11M | -2% | |||
| 106 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.3B | 0.2% | 4.23M | -4% | |||
| 107 | $GLD | SPDR GOLD TRUST | Financials | $1.3B | 0.2% | 3.42M | -5% | |||
| 108 | $APH | AMPHENOL CORP /DE/ | Technology | $1.2B | 0.2% | 7.02M | -0.7% | |||
| 109 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $1.2B | 0.2% | 892K | -3% | |||
| 110 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.2B | 0.2% | 4.37M | -6% | |||
| 111 | — CALL | ISHARES TR - RUSSELL 2000 ETF | — | $1.2B | — | 3.90M | -31% | |||
| 112 | $ORCL | ORACLE CORP | Technology | $1.1B | 0.2% | 7.76M | +9% | |||
| 113 | $CEG | Constellation Energy Corp | Utilities | $1.1B | 0.2% | 4.51M | +4% | |||
| 114 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.1B | 0.2% | 10.38M | +4% | |||
| 115 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.1B | 0.2% | 1.41M | +5% | |||
| 116 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $1.1B | 0.2% | 21.82M | +15% | |||
| 117 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.1B | 0.2% | 6.78M | +6% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $1.1B | 0.2% | 66.88M | -34% | |||
| 119 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1B | 0.2% | 23.10M | +2% | |||
| 120 | $KLAC | KLA CORP | Technology | $1.1B | 0.2% | 3.50M | +920% | |||
| 121 | $NFLX | NETFLIX INC | Communication Services | $1.0B | 0.2% | 14.48M | +2% | |||
| 122 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.0B | 0.2% | 12.68M | +12% | |||
| 123 | $KO | COCA COLA CO | Consumer Staples | $1.0B | 0.2% | 12.64M | -6% | |||
| 124 | $UNP | UNION PACIFIC CORP | Industrials | $1.0B | 0.2% | 3.72M | +9% | |||
| 125 | $AFL | AFLAC INC | Financials | $1.0B | 0.2% | 8.64M | -18% | |||
| 126 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.0B | 0.2% | 8.57M | +0.1% | |||
| 127 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $977.4M | 0.2% | 17.31M | +6% | |||
| 128 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $976.2M | 0.2% | 24.06M | +15% | |||
| 129 | $SPGI | S&P Global Inc. | Financials | $973.0M | 0.2% | 2.39M | -5% | |||
| 130 | $IAU | ISHARES GOLD TRUST | Financials | $968.7M | 0.2% | 12.83M | -3% | |||
| 131 | $WM | WASTE MANAGEMENT INC | Utilities | $966.2M | 0.2% | 4.34M | +2% | |||
| 132 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $964.1M | 0.2% | 6.10M | +0.2% | |||
| 133 | — | ISHARES TR - MSCI EMG MKT ETF | — | $955.3M | 0.2% | 13.96M | +1% | |||
| 134 | $MS | MORGAN STANLEY | Financials | $934.4M | 0.2% | 4.47M | +3% | |||
| 135 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $924.4M | 0.2% | 11.18M | +3% | |||
| 136 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $903.1M | 0.2% | 17.00M | -7% | |||
| 137 | $PH | Parker-Hannifin Corp | Industrials | $858.9M | 0.1% | 878K | -0.1% | |||
| 138 | — | ISHARES TR - MSCI USA QLT FCT | — | $846.2M | 0.1% | 3.86M | -3% | |||
| 139 | $PM | Philip Morris International Inc. | Consumer Staples | $845.1M | 0.1% | 4.67M | +7% | |||
| 140 | $GLDM | World Gold Trust | Financials | $843.0M | 0.1% | 10.61M | +12% | |||
| 141 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $830.2M | 0.1% | 5.48M | +1% | |||
| 142 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $829.5M | 0.1% | 17.57M | +12% | |||
| 143 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $829.2M | 0.1% | 1.18M | -1% | |||
| 144 | $ANET | Arista Networks, Inc. | Technology | $815.3M | 0.1% | 4.80M | +5% | |||
| 145 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $813.6M | 0.1% | 6.44M | -3% | |||
| 146 | $IBIT | iShares Bitcoin Trust ETF | Financials | $812.2M | 0.1% | 24.40M | +275% | |||
| 147 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $796.3M | 0.1% | 9.06M | +124% | |||
| 148 | $MRVL | Marvell Technology, Inc. | Technology | $793.2M | 0.1% | 2.66M | +2% | |||
| 149 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $782.6M | 0.1% | 9.35M | -2% | |||
| 150 | — | ISHARES TR - RUS MD CP GR ETF | — | $781.1M | 0.1% | 5.34M | +4% |
What changed in Q2 2026
Against the previous quarter's 13F: 566 new, 4,030 added to, 2,021 trimmed, 445 sold out. Share-count changes; largest moves by dollar size first.
New positions (566)
$HONAHoneywell Aerospace Inc.$381.2M
first bought this quarter
$ROIVPUTRoivant Sciences Ltd.$339.7M
first bought this quarter
$CIENCALLCIENA CORP$245.3M
first bought this quarter
$SITMCALLSITIME Corp$186.4M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$157.8Mfirst bought this quarter
$HOODCALLRobinhood Markets, Inc.$150.4M
first bought this quarter
+560 more in the Excel export
Added to (4,030)
- VANGUARD INDEX FDS - MID CAP ETF+295%
now $8.8B
now $9.0B · held 6+ qtrs
now $4.8B · held 6+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+492%
now $2.3B
- ISHARES TR - RUS 1000 GRW ETF+296%
now $2.2B
now $3.5B
+4,024 more in the Excel export
Trimmed (2,021)
- PUTISHARES TR - IBOXX HI YD ETF-67%
now $663.9M
- CALLISHARES TR - RUSSELL 2000 ETF-31%
now $1.2B
$CVSCVS HEALTH Corp-55%
now $380.9M · held 6+ qtrs
- SPDR SERIES TRUST - ST BLOO HIGH ETF-81%
now $104.4M
$CTVACorteva, Inc.-80%
now $101.7M
$ACNAccenture plc-60%
now $272.3M
+2,015 more in the Excel export
Holdings by quarter
Every 13F WELLS FARGO & COMPANY/MN has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow WELLS FARGO & COMPANY?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WELLS FARGO & COMPANY's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.4%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 20% over the last 4
Top 10 weight
20%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WELLS FARGO & COMPANY/MN disclosed 7,294 positions worth $617.4B in its Form 13F-HR for Q2 2026 — $575.3B in common stock plus $42.1B of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 3.0% of the equity portfolio. During the quarter the fund opened 566 new positions and exited 445 — including a new stake in $HONA and a full exit from $HD. The portfolio is most concentrated in Other (40.6% of disclosed assets). All figures are sourced directly from WELLS FARGO & COMPANY/MN’s Form 13F-HR filing with the SEC under CIK 72971.
Funds like this
managers whose biggest positions overlap WELLS FARGO & COMPANY'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: WELLS FARGO & COMPANY/MN
13F Pro is an AI hedge fund tracker and stock research platform. For WELLS FARGO & COMPANY/MN (SEC CIK: 72971), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WELLS FARGO & COMPANY/MN's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.