WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2026
Top Holdings7,180 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 58.7M | $14.9B | 2.8% | $173.80 | +45.77% | 11 qtrssince 2023-Q3 | Increased 55 |
ISHARES CORE S&P 500 ETF | 19.6M | $12.8B | 2.4% | $459.20 | +48.82% | 11 qtrssince 2023-Q3 | Increased 57 |
MICROSOFT CORP | 33.3M | $12.3B | 2.3% | $316.93 | +16.33% | 11 qtrssince 2023-Q3 | Increased 55 |
NVIDIA CORP | 57M | $9.9B | 1.9% | $121.54 | +48.14% | 11 qtrssince 2023-Q3 | Decreased 0 |
ISHARES CORE S&P TOTAL U.S. | 66M | $9.4B | 1.8% | $102.45 | +45.27% | 11 qtrssince 2023-Q3 | Increased 52 |
ALPHABET INC-CL A | 27.8M | $8B | 1.5% | $159.51 | +90.32% | 11 qtrssince 2023-Q3 | Decreased 0 |
VANGUARD MID-CAP ETF | 27.8M | $8B | 1.5% | $53.69 | +33.30% | 11 qtrssince 2023-Q3 | Increased 52 |
BROADCOM INC | 25.7M | $7.9B | 1.5% | $177.33 | +74.26% | 11 qtrssince 2023-Q3 | Increased 54 |
ISHARES CORE MSCI EAFE ETF | 85.2M | $7.7B | 1.5% | $66.51 | +40.54% | 11 qtrssince 2023-Q3 | Increased 54 |
AMAZON.COM INC | 35M | $7.3B | 1.4% | $147.46 | +41.55% | 11 qtrssince 2023-Q3 | Increased 55 |
JPMORGAN CHASE & CO | 23M | $6.8B | 1.3% | $137.26 | +118.76% | 11 qtrssince 2023-Q3 | Decreased 0 |
ISHARES TR | 63.7M | $6.3B | 1.2% | $87.17 | +11.97% | 11 qtrssince 2023-Q3 | Increased 53 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 9.4M | $6.1B | 1.2% | $600.51 | +13.29% | 11 qtrssince 2023-Q3 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 87.4M | $6.1B | 1.1% | $54.45 | +31.82% | 11 qtrssince 2023-Q3 | Increased 57 |
META PLATFORMS INC-CLASS A | 9.7M | $5.5B | 1.0% | $457.20 | +43.28% | 11 qtrssince 2023-Q3 | Increased 52 |
ALPHABET INC-CL C | 18M | $5.2B | 1.0% | $137.33 | +121.05% | 11 qtrssince 2023-Q3 | Increased 46 |
ISHARES RUSSELL MIDCAP INDEX FUND | 42.8M | $4.2B | 0.8% | $72.32 | +40.70% | 11 qtrssince 2023-Q3 | Increased 46 |
JOHNSON & JOHNSON | 16.9M | $4.1B | 0.8% | $144.59 | +67.26% | 11 qtrssince 2023-Q3 | Decreased 0 |
ELI LILLY & CO | 4.4M | $4.1B | 0.8% | $690.02 | +32.88% | 11 qtrssince 2023-Q3 | Increased 46 |
VANGUARD FTSE DEVELOPED ETF | 61.4M | $3.9B | 0.7% | $41.22 | +61.60% | 11 qtrssince 2023-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $530.3B across 7180 positions as of Q1 2026. Top holdings: AAPL (2.8%), IVV (2.4%), MSFT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 335 new positions, 286 exits, 2306 increased. Top move: IVV (INCREASED, conviction 57). Portfolio: $530.3B across 7180 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR