WF
Wells Fargo & Company/mn — AI-Powered 13F Analysis
Wells Fargo & Company/mnCIK: 0000072971
Diversified strategyMomentum followerLong-term holder
Total reported value
$530.3B
Reporting period: 2026-03-31 · Number of holdings: 17971
WELLS FARGO & COMPANY/MN disclosed 17971 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $530.3B and a quarterly turnover rate of 17.7%.
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Personality snowflake
- Concentration
- 2.72
- Portfolio Stability
- 17.71
- Momentum/Contrarian
- 73.71
- Sector conviction
- 45.11
- Diversification
- 100
- Sizing Uniformity
- 32.97
Wells Fargo & Company/mn's disclosed holdings carry a Herfindahl concentration index of 0.007 — mathematically equivalent to about 147 equally-sized positions, well below its 17971 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.70), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 54% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Recent moves
Trim SPY
-53.8% -$11.0B
Trim QQQ
-31.4% -$4.1B
Trim MSFT
-0.4% -$3.9B
Trim NVDA
-14.8% -$2.7B
Add CVX
+8.8% $1.3B
Trim GOOGL
-8.3% -$1.5B
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Wells Fargo is actively rotating capital out of the congested mega-cap tech block and broad indices this quarter. SPY, QQQ, MSFT, NVDA, and GOOGL saw active share reductions, while CVX was added. The mandate executes a systematic de-risking of momentum premiums into value anchors, leveraging extreme diversification to absorb beta swings without sacrificing yield.
Macro & Fundamentals
The structural bet is that the AI-driven liquidity premium has peaked; capital shifts out of crowded positioning and into rate-sensitive/defensive sectors as valuation multiples compress. The opposing thesis argues institutional inertia and unmatched earnings visibility keep flow anchored in tech, making this a tactical profit-taking cycle rather than a regime shift.
Blind Spots / Risks
The 6,742-name portfolio matrix dilutes idiosyncratic alpha to near-zero; heavy SPY/QQQ allocations mean these active trims are largely beta-normalization exercises that will not meaningfully drive absolute returns. The strategy suffers from positioning squeeze risk: if tech extends its run, the massive passive drag forces severe underperformance relative to momentum proxies.
This summary was generated by AI from publicly filed SEC data and reflects historical holdings only — it is not a recommendation to buy or sell.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 17971 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 2.96% | -0.10% | +0.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | — | +3.85% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.64% | -0.43% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | -0.42% | -14.79% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.77% | — | +3.22% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | -1.96% | -53.76% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 1.53% | — | +7.83% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | -0.23% | -8.26% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.50% | — | +2.99% | |
| 10 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.50% | — | +14.25% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.45% | +0.16% | +7.66% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | -0.69% | -31.40% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.08% | -0.40% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | — | +4.78% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.15% | +0.21% | +13.93% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.14% | -0.06% | -8.41% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.12% | +0.40% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | -0.03% | +2.16% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | -0.10% | +1.47% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | +0.09% | -7.13% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.79% | — | +2.73% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.77% | +0.26% | +8.80% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | — | -4.52% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | — | +1.04% | |
| 25 | WMT | Walmart INC | Stock-Consumer Staples | 0.69% | +0.11% | +2.68% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | — | +2.17% | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.66% | — | +0.27% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.62% | +0.09% | +15.49% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | +0.10% | +2.25% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | -0.05% | -2.25% | |
| 31 | CSCO | Cisco Systems INC | Stock-Tech | 0.56% | — | -0.66% | |
| 32 | NEE | Nextera Energy INC | Stock-Utilities | 0.54% | +0.08% | -1.57% | |
| 33 | ADI | Analog Devices INC | Stock-Tech | 0.51% | +0.09% | -1.14% | |
| 34 | PSX | Phillips 66 | Stock-Energy | 0.47% | +0.14% | -2.57% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | -0.05% | +1.97% | |
| 36 | AMGN | Amgen INC | Stock-Healthcare | 0.47% | — | -0.32% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | — | +1.15% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.47% | — | +13.76% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | — | -1.41% | |
| 40 | BLK | Blackrock INC | Stock-Financials | 0.45% | — | -0.98% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | — | -6.53% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | — | -0.22% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | +0.15% | +2.92% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.43% | — | +3.37% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | — | -7.97% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | — | +11.30% | |
| 47 | HD | Home Depot INC | Stock-Consumer Disc | 0.41% | — | +13.41% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.40% | — | +8.77% | |
| 49 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.39% | — | -2.47% | |
| 50 | MA | Mastercard INC - A | Stock-Financials | 0.38% | +0.09% | +43.58% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+20.2%
Based on 77% of reported portfolio value with available pricing
- Stdev
- +11.6%
- Beta
- +0.86
- Alpha
- -0.7%
- Max Drawdown
- -7%
- Annualized Perf
- +15.6%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +2.63
- Stutzer
- +0.39
- Treynor
- +0.18
- Sterling
- +0.97
- Calmar
- +2.22
- Information Ratio
- -0.98
- Tracking Error
- +3.3%
- Stdev Down
- +5.8%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +30%
- Worst 12 Months
- +6.5%
- Efficiency Ratio
- +0.52
- Sharpe
- +1.31
- Stdev Sectors
- +7.4%
- Skewness
- +0.1
- Kurtosis
- -0.23
- Upside Potential
- +4.32
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 17971 | $530.3B | 18 | |
| 2025-12-31 | 17860 | $547.9B | 14 | |
| 2025-09-30 | 17814 | $525.5B | 26 | |
| 2025-06-30 | 17891 | $482.8B | 0 | |
| 2025-03-31 | 17507 | $440.3B | 100 | |
| 2024-12-31 | 17130 | $443.4B | 0 | |
| 2024-09-30 | 17223 | $441.7B | 0 | |
| 2024-06-30 | 17489 | $412.5B | 0 | |
| 2024-03-31 | 18593 | $415.1B | 0 | |
| 2023-12-31 | 18977 | $383.3B | 0 | |
| 2023-09-30 | 19057 | $341.3B | 0 | |
| 2023-06-30 | 19268 | $362.4B | 0 | |
| 2023-03-31 | 19151 | $347.3B | 0 | |
| 2022-12-31 | 18692 | $333.2B | 0 | |
| 2022-09-30 | 19431 | $306.9B | 0 | |
| 2022-06-30 | 19936 | $323.2B | 0 | |
| 2022-03-31 | 19952 | $389.9B | 0 | |
| 2021-12-31 | 21196 | $400.6B | 0 | |
| 2021-09-30 | 21907 | $455.1B | 0 | |
| 2021-06-30 | 21668 | $456.3B | 15 | |
| 2021-03-31 | 21599 | $443.9B | 17 | |
| 2020-12-31 | 21418 | $415.7B | 19 | |
| 2020-09-30 | 21064 | $362.1B | 15 | |
| 2020-06-30 | 20884 | $343.8B | 23 | |
| 2020-03-31 | 20508 | $289.2B | 30 | |
| 2019-12-31 | 20268 | $371.3B | 13 | |
| 2019-09-30 | 20084 | $352.9B | 14 | |
| 2019-06-30 | 20209 | $349.5B | 13 | |
| 2019-03-31 | 19253 | $335.8B | 17 | |
| 2018-12-31 | 19922 | $301.1B | 23 | |
| 2018-09-30 | 21425 | $353.8B | 13 | |
| 2018-06-30 | 21262 | $337.5B | 16 | |
| 2018-03-31 | 21308 | $337.9B | 13 | |
| 2017-12-31 | 22068 | $346.1B | 14 | |
| 2017-09-30 | 21570 | $322.9B | 14 | |
| 2017-06-30 | 21244 | $311.5B | 14 | |
| 2017-03-31 | 20091 | $307.8B | 18 | |
| 2016-12-31 | 19945 | $283.3B | 20 | |
| 2016-09-30 | 18574 | $271.2B | 18 | |
| 2016-06-30 | 19346 | $258.1B | 17 | |
| 2016-03-31 | 21312 | $250.7B | 19 | |
| 2015-12-31 | 19299 | $253.3B | 20 | |
| 2015-09-30 | 19426 | $238.6B | 19 | |
| 2015-06-30 | 20317 | $259.4B | 15 | |
| 2015-03-31 | 20098 | $256.8B | 19 | |
| 2014-12-31 | 19841 | $255.1B | 19 | |
| 2014-09-30 | 19478 | $238.7B | 15 | |
| 2014-06-30 | 21039 | $242.6B | 16 | |
| 2014-03-31 | 19899 | $235.2B | 16 | |
| 2013-12-31 | 18585 | $230.5B | 19 | |
| 2013-09-30 | 18344 | $210.3B | 17 | |
| 2013-06-30 | 18773 | $193.3B | — |
Holding changes this quarter
Wells Fargo & Company/mn's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -53.76%; Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -31.40%; Trim: Microsoft CORP (MSFT) — shares -0.43%; Trim: Nvidia CORP (NVDA) — shares -14.79%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.3% | +8.80% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.2% | +13.93% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +7.66% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +2.92% | Add |
| 5 | PSX | Phillips 66 | +0.1% | -2.57% | Trim |
| 6 | FMDE | Fidelity Enhanced Mid Cap Co | +0.1% | +509.75% | Add |
| 7 | WDC | Western Digital CORP | +0.1% | +3.24% | Add |
| 8 | WMT | Walmart INC | +0.1% | +2.68% | Add |
| 9 | EEM | Ishares Msci Emerging Market | +0.1% | +32.80% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | +2.25% | Add |
| 11 | ✓ | Kamada LTD | +0.1% | -1.06% | Trim |
| 12 | PDBC | Invesco Optimum Yield Divers | +0.1% | +2.70% | Add |
| 13 | XLE | Ss Energy Select Sector | +0.1% | +1.91% | Add |
| 14 | MA | Mastercard INC - A | +0.1% | +43.58% | Add |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +15.49% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -7.13% | Trim |
| 17 | ADI | Analog Devices INC | +0.1% | -1.14% | Trim |
| 18 | STX | Seagate Technology Holdings plc | +0.1% | -0.53% | Trim |
| 19 | PNC | Pnc Financial Services Group | +0.1% | +56.64% | Add |
| 20 | NEE | Nextera Energy INC | +0.1% | -1.57% | Trim |
| 21 | LITE | Lumentum Holdings INC | +0.1% | +333.62% | Add |
| 22 | AZN | AstraZeneca PLC | +0.1% | NEW | New buy |
| 23 | GOOG | Alphabet Inc-cl C | 0% | +2.16% | Add |
| 24 | BAC | Bank Of America CORP | -0.1% | -6.91% | Trim |
| 25 | V | Visa Inc-class A Shares | -0.1% | +1.97% | Add |
| 26 | XLK | Ss Technology Select Sector | -0.1% | -2.25% | Trim |
| 27 | IWM | Ishares Russell 2000 ETF | -0.1% | -8.41% | Trim |
| 28 | ITW | Illinois Tool Works | -0.1% | -29.19% | Trim |
| 29 | ACN | Accenture plc | -0.1% | -1.16% | Trim |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -6.39% | Trim |
| 31 | APO | Apollo Global Management INC | -0.1% | +0.99% | Add |
| 32 | PAYX | Paychex INC | -0.1% | -34.68% | Trim |
| 33 | C | Citigroup INC | -0.1% | -21.17% | Trim |
| 34 | ABT | Abbott Laboratories | -0.1% | -3.76% | Trim |
| 35 | ADP | Automatic Data Processing | -0.1% | -2.14% | Trim |
| 36 | GDX | Vaneck Gold Miners ETF | -0.1% | -61.11% | Trim |
| 37 | CRM | Salesforce INC | -0.1% | -3.07% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -0.40% | Trim |
| 39 | AAPL | Apple INC | -0.1% | +0.08% | Add |
| 40 | LLY | Eli Lilly & Co | -0.1% | +1.47% | Add |
| 41 | AMD | Advanced Micro Devices | -0.1% | -33.48% | Trim |
| 42 | APP | Applovin Corp-class A | -0.1% | -15.44% | Trim |
| 43 | META | Meta Platforms Inc-class A | -0.1% | +0.40% | Add |
| 44 | TSLA | Tesla INC | -0.1% | -19.04% | Trim |
| 45 | SPGI | S&p Global INC | -0.2% | -42.42% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.2% | -8.26% | Trim |
| 47 | NVDA | Nvidia CORP | -0.4% | -14.79% | Trim |
| 48 | MSFT | Microsoft CORP | -0.6% | -0.43% | Trim |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -31.40% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -2% | -53.76% | Trim |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-07-08 | Amendment | View on EDGAR |
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-15 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-09 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-05 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-06 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-10 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-11 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-02 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-01 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-09 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-10 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-28 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-01 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-31 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-11 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-09 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-12 | Amendment | View on EDGAR |
| 2015-03-31 | 2015-05-12 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-11 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-06 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-29 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-12 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-08-12 | Amendment | View on EDGAR |
| 2014-03-31 | 2014-05-15 | Amendment | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-06 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
FAQ
What is Wells Fargo & Company/mn and what type of investor is it?
Wells Fargo & Company/mn is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $530.3B, spread across 17971 disclosed positions.
What are Wells Fargo & Company/mn's largest equity positions?
Based on the latest 13F filing, Wells Fargo & Company/mn's top holdings by market value are:
1. Apple INC (AAPL) — $15.7B (3.0%)
2. Ishares Core S&p 500 ETF (IVV) — $12.8B (2.4%)
3. Microsoft CORP (MSFT) — $12.5B (2.4%)
4. Nvidia CORP (NVDA) — $10.5B (2.0%)
5. Ishares Core S&p Total U.s. (ITOT) — $9.4B (1.8%)
What changes did Wells Fargo & Company/mn make in its most recent portfolio filing?
In the latest reported quarter, Wells Fargo & Company/mn made 50 notable position adjustments: 1 new positions were initiated, 21 existing holdings were added to, 28 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Trim: Ss Spdr S&p 500 ETF Trust-us (SPY) — shares -53.76%; Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -31.40%; Trim: Microsoft CORP (MSFT) — shares -0.43%; Trim: Nvidia CORP (NVDA) — shares -14.79%
What sectors does Wells Fargo & Company/mn focus on?
Wells Fargo & Company/mn is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.5%
• Financials: 13.1%
• Industrials: 10.8%
• Health Care: 10.3%
• Consumer Discretionary: 9.1%
• Communication Services: 8.4%
Peer Institutions
Institutions with a similar AUM
WM
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CIK 0000902219
Total reported value
$535.5B
7,458 stks
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Concentration3.9
Portfolio Stability29.7
Sector conviction42.5
AUM within 1.0% of this institution
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BF
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Total reported value
$542.3B
4,255 stks
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Sector conviction43.0
AUM within 2.3% of this institution
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BO
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CIK 0001390777
Total reported value
$543.9B
33,728 stks
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Concentration3.9
Portfolio Stability18.6
Sector conviction45.1
AUM within 2.6% of this institution
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Similar Holdings Style
Institutions with overlapping top holdings
FT
Fifth Third Bancorp
CIK 0000035527
Total reported value
$54.7B
4,303 stks
2026-03-31
Concentration4.7
Portfolio Stability55.0
Sector conviction47.7
4 of the top 5 holdings overlap, including Nvidia CORP
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CI
Cigna Investments INC /new
CIK 0000049969
Total reported value
$649.7M
457 stks
2026-03-31
Concentration7.8
Portfolio Stability16.2
Sector conviction48.0
4 of the top 5 holdings overlap, including Nvidia CORP
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&P
&partners
CIK 0000107136
Total reported value
$20.2B
2,395 stks
2026-03-31
Concentration3.0
Portfolio Stability15.4
Sector conviction61.2
4 of the top 5 holdings overlap, including Apple INC
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