WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
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 Rating: 3.5/5.0.
Q1 2026 Summary
Active quarter - 313 new positions, 263 exits, 2304 increased. Top move: IVV (INCREASED, conviction 57). Portfolio: $530.3B across 7180 positions.
Top holdings by portfolio weight
AAPL2.81%
IVV2.41%
MSFT2.33%
NVDA1.87%
ITOT1.77%
GOOGL1.51%
VO1.50%
AVGO1.50%
IEFA1.45%
AMZN1.38%
Other1.28%
Portfolio allocation by GICS sector
Unknown43.40%
Technology16.03%
Financial Services7.89%
Industrials6.18%
Healthcare5.94%
Consumer Cyclical4.90%
Communication Services4.82%
Consumer Defensive3.40%
Energy3.10%
Utilities2.00%
Other2.34%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings7,180 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
APPLE INC | 58.7M | $14.9B | 2.8% | $174.16 | +72.39% | 11 qtrssince 2023-Q3 | Increased 55 | |
ISHARES TR | 19.6M | $12.8B | 2.4% | $459.20 | +61.68% | 11 qtrssince 2023-Q3 | Increased 57 | |
MICROSOFT CORP | 33.3M | $12.3B | 2.3% | $319.05 | +33.92% | 11 qtrssince 2023-Q3 | Increased 55 | |
NVIDIA CORPORATION | 57M | $9.9B | 1.9% | $121.54 | +89.38% | 11 qtrssince 2023-Q3 | Decreased 0 | |
ISHARES TR | 66M | $9.4B | 1.8% | $102.45 | +57.24% | 11 qtrssince 2023-Q3 | Increased 52 | |
ALPHABET INC | 27.8M | $8B | 1.5% | $159.51 | +148.92% | 11 qtrssince 2023-Q3 | Decreased 0 | |
VANGUARD INDEX FDS | 27.8M | $8B | 1.5% | $216.55 | -64.66% | 11 qtrssince 2023-Q3 | Increased 52 | |
BROADCOM INC | 25.7M | $7.9B | 1.5% | $178.36 | +139.77% | 11 qtrssince 2023-Q3 | Increased 54 | |
ISHARES TR | 85.2M | $7.7B | 1.5% | $66.51 | +43.14% | 11 qtrssince 2023-Q3 | Increased 54 | |
AMAZON COM INC | 35M | $7.3B | 1.4% | $147.46 | +79.13% | 11 qtrssince 2023-Q3 | Increased 55 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer