WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q2 2026
Top Holdings7,294 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 59.9M | $17.3B | 2.8% | $176.06 | +81.59% | 12 qtrssince 2023-Q3 | Increased 56 |
ISHARES TR | 20.4M | $15.3B | 2.5% | $471.14 | +64.07% | 12 qtrssince 2023-Q3 | Increased 57 |
MICROSOFT CORP | 33.4M | $12.5B | 2.0% | $317.08 | +61.96% | 12 qtrssince 2023-Q3 | Increased 55 |
NVIDIA CORPORATION | 58.9M | $11.8B | 1.9% | $124.08 | +75.34% | 12 qtrssince 2023-Q3 | Increased 52 |
ISHARES TR | 66.6M | $10.9B | 1.8% | $103.04 | +63.51% | 12 qtrssince 2023-Q3 | Increased 51 |
ALPHABET INC | 29.2M | $10.4B | 1.7% | $168.86 | +105.26% | 12 qtrssince 2023-Q3 | Increased 53 |
BROADCOM INC | 25.1M | $9.5B | 1.5% | $177.33 | +107.97% | 12 qtrssince 2023-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 12M | $9B | 1.5% | $631.95 | +21.74% | 12 qtrssince 2023-Q3 | Increased 62 |
VANGUARD INDEX FDS | 109.7M | $8.8B | 1.4% | $73.76 | +11.84% | 12 qtrssince 2023-Q3 | Increased 81 |
ISHARES TR | 90.7M | $8.8B | 1.4% | $68.35 | +47.01% | 12 qtrssince 2023-Q3 | Increased 54 |
AMAZON COM INC | 34.7M | $8.3B | 1.3% | $147.46 | +80.68% | 12 qtrssince 2023-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 23.4M | $7.6B | 1.2% | $140.08 | +155.30% | 12 qtrssince 2023-Q3 | Increased 51 |
ISHARES INC | 91.1M | $7.5B | 1.2% | $55.62 | +47.11% | 12 qtrssince 2023-Q3 | Increased 52 |
ALPHABET INC | 18.7M | $6.6B | 1.1% | $145.12 | +136.28% | 12 qtrssince 2023-Q3 | Increased 52 |
ISHARES TR | 65M | $6.4B | 1.0% | $87.39 | +11.55% | 12 qtrssince 2023-Q3 | Increased 51 |
META PLATFORMS INC | 10M | $5.6B | 0.9% | $461.09 | +25.36% | 12 qtrssince 2023-Q3 | Increased 47 |
ELI LILLY & CO | 4.6M | $5.6B | 0.9% | $716.27 | +63.99% | 12 qtrssince 2023-Q3 | Increased 48 |
INVESCO QQQ TR | 7.2M | $5.3B | 0.9% | $453.36 | +58.03% | 12 qtrssince 2023-Q3 | Increased 50 |
ISHARES TR | 45.4M | $5B | 0.8% | $74.45 | +50.82% | 12 qtrssince 2023-Q3 | Increased 48 |
VISA INC | 13.9M | $4.8B | 0.8% | $278.68 | +36.93% | 12 qtrssince 2023-Q3 | Increased 66 |
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: 3.5/5.0.
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
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR