WELLS FARGO & COMPANY/MNWELLS FARGO & COMPANY/MN

Institutional investor · Portfolio as of Q2 2026

Top Holdings7,294 positions

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Activity:

APPLE INC

59.9M$17.3B2.8%$74.30+362.28%
28 qtrssince 2019-Q3
Increased
56
IVVIVV
ETF

ISHARES TR

20.4M$15.3B2.5%$362.40+111.55%
28 qtrssince 2019-Q3
Increased
57

MICROSOFT CORP

33.4M$12.5B2.0%$158.39+234.01%
28 qtrssince 2019-Q3
Increased
55

NVIDIA CORPORATION

58.9M$11.8B1.9%$45.43+371.34%
28 qtrssince 2019-Q3
Increased
52
ITOTITOT
ETF

ISHARES TR

66.6M$10.9B1.8%$87.67+89.44%
28 qtrssince 2019-Q3
Increased
51

ALPHABET INC

29.2M$10.4B1.7%$131.67+158.66%
28 qtrssince 2019-Q3
Increased
53

BROADCOM INC

25.1M$9.5B1.5%$90.42+263.59%
28 qtrssince 2019-Q3
Decreased
0
SPYSPY
Unit

STATE STR SPDR S&P 500 ETF T

12M$9B1.5%$619.95+23.11%
28 qtrssince 2019-Q3
Increased
62
VOVO
ETF

VANGUARD INDEX FDS

109.7M$8.8B1.4%$46.20+74.02%
28 qtrssince 2019-Q3
Increased
81
IEFAIEFA
ETF

ISHARES TR

90.7M$8.8B1.4%$66.71+44.70%
28 qtrssince 2019-Q3
Increased
54

AMAZON COM INC

34.7M$8.3B1.3%$127.08+96.72%
28 qtrssince 2019-Q3
Decreased
0

JPMORGAN CHASE & CO

23.4M$7.6B1.2%$101.98+233.12%
28 qtrssince 2019-Q3
Increased
51
IEMGIEMG
ETF

ISHARES INC

91.1M$7.5B1.2%$56.82+35.15%
28 qtrssince 2019-Q3
Increased
52

ALPHABET INC

18.7M$6.6B1.1%$86.25+290.64%
28 qtrssince 2019-Q3
Increased
52
AGGAGG
ETF

ISHARES TR

65M$6.4B1.0%$92.32+3.32%
28 qtrssince 2019-Q3
Increased
51

META PLATFORMS INC

10M$5.6B0.9%$406.45+74.52%
28 qtrssince 2019-Q3
Increased
47

<![CDATA[Eli Lilly and Company]]>

4.6M$5.6B0.9%$475.11+164.58%
28 qtrssince 2019-Q3
Increased
48
QQQQQQ
Unit

INVESCO QQQ TR

7.2M$5.3B0.9%$424.59+67.17%
28 qtrssince 2019-Q3
Increased
50
IWRIWR
ETF

ISHARES TR

45.4M$5B0.8%$64.10+69.26%
28 qtrssince 2019-Q3
Increased
48

VISA INC

13.9M$4.8B0.8%$249.90+61.11%
28 qtrssince 2019-Q3
Increased
66
$617.4B
AUM
7,294
Positions
Q2 2026
Filing
HI score · 3.0/5
Quarterly 13F Value Change
-0%Q1'25$414.8B+10%Q2'25$455B+8%Q3'25$490.3B+5%Q4'25$512.6B-2%Q1'26$501.3B+15%Q2'26$575.3B
Activity profile
$ moved · Q2'26
New3%Increased69%Decreased25%Exited2%
Composition
Equity vs derivatives
Equity93%Puts4%Calls2%
Holding period
Avg 2.3 years
<1Q5%1-4Q8%1-2Y8%2Y+79%

WELLS FARGO & COMPANY/MN manages $617.4B across 7294 positions as of Q2 2026. Top holdings: AAPL (2.8%), IVV (2.5%), MSFT (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.

Q2 2026 Summary

Active quarter - 430 new positions, 349 exits, 3908 increased. Top move: VO (INCREASED, conviction 81). Portfolio: $617.4B across 7294 positions.

Top holdings by portfolio weight

Total AUM$575B
AAPL2.81%
IVV2.48%
MSFT2.02%
NVDA1.91%
ITOT1.77%
GOOGL1.69%
AVGO1.54%
SPY1.45%
VO1.43%
IEFA1.42%
Other1.34%

Portfolio allocation by GICS sector

Sectors11
Unknown43.42%
Technology18.61%
Financial Services7.87%
Industrials6.16%
Healthcare5.55%
Communication Services4.85%
Consumer Cyclical4.53%
Consumer Defensive2.88%
Energy2.34%
Utilities1.73%
Other2.07%

Behavioral investing profile

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Balanced Allocator- primarily Unknown, Technology
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(3.0 / 5.0)
Holdings P&L46
Conviction36
Concentration28
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Similar Funds

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
EQLEQLALPS ETF TR
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7Q
GLTRGLTRABRDN PRECIOUS METALS BASKET
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7Q
FRDMFRDMEA SERIES TRUST
Q4 2024 → Q2 2026+2.1M shares+$163M
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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