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Latest WELLS FARGO & COMPANY/MN Stock Portfolio

$530Billion | No. of Holdings #6321

WELLS FARGO & COMPANY/MN Performance

2026 Q1-2.14%
YTD-2.14%
2025+14.43%

About WELLS FARGO & COMPANY/MN and 13F Hedge Fund Stock Holdings

On 2026-07-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, WELLS FARGO & COMPANY/MN reported an equity portfolio of $530.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of WELLS FARGO & COMPANY/MN are AAPL, IJR, MSFT. The fund has invested 2.8% of it's portfolio in APPLE INC and 2.4% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), DARE BIOSCIENCE INC (DARE) and DESTRA MULTI-ALTERNATIVE FD stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), FIRST TR HIGH YIELD OPPRT 20 and INVESCO EXCHANGE TRADED FD T (CSD). WELLS FARGO & COMPANY/MN opened new stock positions in ASTRAZENECA PLC, AMCOR PLC (AMCR) and VANGUARD WELLINGTON FD (VFLQ). The fund showed a lot of confidence in some stocks as they added substantially to AMPCO-PITTSBURG CORP (AP), FIRST TR EXCHANGE TRADED FD (AIRR) and RF INDS LTD (RFIL).
WELLS FARGO & COMPANY/MN Equity Portfolio Value
Last Reported on: 08 Jul, 2026
$530Billion
  as of Jul 08, 2026

WELLS FARGO & COMPANY/MN Annual Return Estimates Vs S&P 500

Our best estimate is that WELLS FARGO & COMPANY/MN made a return of -2.14% in the last quarter. In trailing 12 months, it's portfolio return was 14.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc304,632,000
New stocks bought by WELLS FARGO & COMPANY/MN

Additions

Ticker% Inc.
fidelity covington trust3,444
echostar corp832
fidelity covington trust509
sandisk corp345
lumentum hldgs inc155
select sector spdr tr118
blackrock etf trust111
capital group global equity102
Additions to existing portfolio by WELLS FARGO & COMPANY/MN

Reductions

Ticker% Reduced
state str spdr s&p 500 etf t-55.25
vaneck etf trust-54.01
factset resh sys inc-41.89
ishares tr-37.27
paychex inc-34.68
illinois tool wks inc-29.19
boston scientific corp-28.18
corning inc-27.62
WELLS FARGO & COMPANY/MN reduced stake in above stock

Sold off

None of the stocks were completely sold off by WELLS FARGO & COMPANY/MN

Sector Distribution

WELLS FARGO & COMPANY/MN has about 47.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
Sector%
Others47.1
Technology14.9
Financial Services6.5
Industrials6.2
Healthcare5.5
Consumer Cyclical4.8
Communication Services4.6
Consumer Defensive3.3
Energy2.8
Utilities2.1
Basic Materials1.2

Market Cap. Distribution

WELLS FARGO & COMPANY/MN has about 50.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED47.1
MEGA-CAP29.2
LARGE-CAP21.6
MID-CAP1.7

Stocks belong to which Index?

About 50% of the stocks held by WELLS FARGO & COMPANY/MN either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others50.1
S&P 50048.4
RUSSELL 20001.6
Top 5 Winners (%)%
DLNG
dynagas lng partners lp
gabelli multimedia tr inc
marine pete tr
tidal trust ii
tidal trust ii
Top 5 Winners ($)$
CVX
chevron corporation
962.5 M
PSX
phillips 66
742.4 M
JNJ
johnson & johnson
651.8 M
XOM
exxon mobil corp
640.8 M
COST
costco wholesale corporation
412.7 M
Top 5 Losers (%)%
jet ai inc
-100.0 %
META
listed fds tr
-95.4 %
calcimedica inc
-92.4 %
META
listed fds tr
-89.6 %
gen digital inc
-89.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3771.2 M
AAPL
apple inc
-1057.2 M
AVGO
broadcom inc
-907.3 M
META
meta platforms inc
-836.2 M
AMZN
amazon com inc
-756.5 M

WELLS FARGO & COMPANY/MN Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WELLS FARGO & COMPANY/MN

WELLS FARGO & COMPANY/MN has 6321 stocks in it's portfolio. About 18.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for WELLS FARGO & COMPANY/MN last quarter.

$436.61BTotal Value
469Positions
08 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of WELLS FARGO & COMPANY/MN, last reported on 08 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.35%19,861,600
$1.87B
0.35%
increased 4.12 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.2%10,008,500
$1.06B
0.2%
increased 0.73 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.11%7,568,180
$602.12M
0.11%
increased 33.18 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.11%5,237,550
$578.17M
0.11%
increased 5.81 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.06%1,364,620
$298.51M
0.06%
increased 7.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.05%9,476,370
$287.32M
0.05%
decreased 0.16 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.05%2,059,230
$284.94M
0.05%
increased 15.75 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.05%5,028,190
$267.60M
0.05%
increased 1.96 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.05%2,711,020
$257.41M
0.05%
decreased 0.21 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.05%2,152,300
$255.26M
0.05%
increased 2.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.05%4,686,250
$246.31M
0.05%
increased 28.34 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.04%5,322,260
$226.51M
0.04%
increased 19.03 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.04%2,525,630
$187.78M
0.04%
decreased 3.07 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WELLS FARGO & COMPANY/MN's holding in Ishares Tr over time
0.03%1,724,260
$173.67M
0.03%
increased 1.82 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
WELLS FARGO & COMPANY/MN's holding in Alps Etf Tr over time
0.07%7,517,250
$395.71M
0.07%
increased 6.67 percentadded