Institution

Wells Fargo & Company

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 72971

Reported value: $574.6bn
Positions we cover: 3,757
Copy, a year: +13.6%
Copy Sharpe ratio: 0.76

How copying its 13F would have done

CopyS&P 500 $10,000 copying Wells Fargo & Company's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −32.5% (S&P 500 −31.8%); beta 0.98; alpha −0.2% a year (t = −0.26); last 12 months +13.5% against +12.1%.

Reported value by quarter

Wells Fargo & Company: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2013-06-30	$192.5B
2013-09-30	$209.4B
2013-12-31	$229.5B
2014-03-31	$233.6B
2014-06-30	$240.5B
2014-09-30	$237.2B
2014-12-31	$253.5B
2015-03-31	$255B
2015-06-30	$257.9B
2015-09-30	$237B
2015-12-31	$251.7B
2016-03-31	$249.5B
2016-06-30	$256.8B
2016-09-30	$269.8B
2016-12-31	$281.8B
2017-03-31	$306B
2017-06-30	$309.5B
2017-09-30	$320.8B
2017-12-31	$344.2B
2018-03-31	$335.8B
2018-06-30	$335.5B
2018-09-30	$351.8B
2018-12-31	$299.2B
2019-03-31	$334.1B
2019-06-30	$347.8B
2019-09-30	$351B
2019-12-31	$369.6B
2020-03-31	$287B
2020-06-30	$341.7B
2020-09-30	$359.3B
2020-12-31	$413.3B
2021-03-31	$431.3B
2021-06-30	$444.1B
2021-09-30	$440.1B
2021-12-31	$383.9B
2022-03-31	$377.6B
2022-06-30	$310.2B
2022-09-30	$289.7B
2022-12-31	$315.1T
2023-03-31	$323.8B
2023-06-30	$342.7B
2023-09-30	$319.4B
2023-12-31	$352.2B
2024-03-31	$378.1B
2024-06-30	$386.7B
2024-09-30	$411.4B
2024-12-31	$414.8B
2025-03-31	$413.7B
2025-06-30	$453.8B
2025-09-30	$489.4B
2025-12-31	$511.7B
2026-03-31	$500.1B
2026-06-30	$574.6B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
AAPLApple Inc.	3.02%	$17.3bn	59.91M	+2.0% Added
MSFTMicrosoft Corporation	2.17%	$12.5bn	33.42M	+0.3%
NVDANVIDIA Corporation	2.05%	$11.8bn	58.86M	+3.3% Added
GOOGLAlphabet Inc. (Class A)	1.81%	$10.4bn	29.19M	+5.0% Added
AVGOBroadcom	1.65%	$9.5bn	25.15M	−2.1% Reduced
AMZNAmazon	1.44%	$8.3bn	34.74M	−0.8% Reduced
JPMJPMorgan Chase	1.33%	$7.6bn	23.35M	+1.5% Added
METAMeta Platforms	0.98%	$5.6bn	10.02M	+3.8% Added
LLYLilly (Eli)	0.97%	$5.6bn	4.65M	+5.5% Added
VVisa Inc.	0.83%	$4.8bn	13.86M	+67.9% Added
CSCOCisco	0.77%	$4.4bn	37.73M	−2.0% Reduced
JNJJohnson & Johnson	0.77%	$4.4bn	17.37M	+2.7% Added
MUMicron Technology	0.57%	$3.3bn	2.85M	+16.4% Added
ADIAnalog Devices	0.57%	$3.3bn	8.22M	−1.8% Reduced
WMTWalmart	0.57%	$3.3bn	28.79M	−1.7% Reduced
AMDAdvanced Micro Devices	0.56%	$3.2bn	5.59M	+20.4% Added
LRCXLam Research	0.55%	$3.2bn	7.31M	+42.2% Added
CVXChevron Corporation	0.51%	$2.9bn	17.54M	−2.7% Reduced
COSTCostco	0.51%	$2.9bn	3.11M	−0.2%
AMGNAmgen	0.46%	$2.6bn	7.24M	+2.1% Added
NEENextEra Energy	0.45%	$2.6bn	29.20M	+2.5% Added
GEGE Aerospace	0.45%	$2.6bn	6.86M	+0.7% Added
BLKBlackRock	0.42%	$2.4bn	2.50M	+1.2% Added
TSMTaiwan Semiconductor Manufacturing Co LTD	0.41%	$2.4bn	4.96M	+6.8% Added
ABBVAbbVie	0.40%	$2.3bn	9.02M	+1.2% Added
CATCaterpillar Inc.	0.39%	$2.3bn	2.12M	+3.4% Added
MAMastercard	0.39%	$2.2bn	4.36M	+9.5% Added
MCDMcDonald's	0.38%	$2.2bn	8.05M	+1.0% Added
PSXPhillips 66	0.37%	$2.1bn	12.48M	−9.5% Reduced
HDThe Home Depot	0.36%	$2.1bn	5.95M	−0.7% Reduced
PGProcter & Gamble	0.36%	$2.0bn	13.98M	−2.8% Reduced
PANWPalo Alto Networks	0.35%	$2.0bn	5.97M	−2.4% Reduced
AXPAmerican Express	0.35%	$2.0bn	5.96M	+4.8% Added
LINLinde plc	0.35%	$2.0bn	3.83M	+1.1% Added
BACBank of America	0.33%	$1.9bn	33.50M	+2.8% Added
SNDKSandisk	0.33%	$1.9bn	839.3K	+171.5% Added
LOWLowe's	0.32%	$1.8bn	8.31M	−5.0% Reduced
TSLATesla, Inc.	0.32%	$1.8bn	4.32M	+6.5% Added
RTXRTX Corporation	0.29%	$1.7bn	8.80M	−0.2%
ADPAutomatic Data Processing	0.28%	$1.6bn	7.19M	+4.1% Added
GSGoldman Sachs	0.27%	$1.6bn	1.53M	+5.0% Added
GDGeneral Dynamics	0.27%	$1.5bn	4.33M	−4.1% Reduced
PEPPepsiCo	0.27%	$1.5bn	11.27M	−1.5% Reduced
AMATApplied Materials	0.26%	$1.5bn	2.08M	+14.6% Added
UNHUnitedHealth Group	0.26%	$1.5bn	3.62M	+7.8% Added
MRKMerck & Co.	0.26%	$1.5bn	11.66M	+1.8% Added
PNCPNC Financial Services	0.26%	$1.5bn	6.06M	+13.4% Added
IBMIBM	0.26%	$1.5bn	5.27M	+16.4% Added
ASMLAsml Holding NV	0.25%	$1.4bn	719.0K	−7.0% Reduced
EMREmerson Electric	0.24%	$1.4bn	9.76M	−2.0% Reduced
ABTAbbott Laboratories	0.24%	$1.4bn	15.18M	−4.6% Reduced
INTCIntel	0.24%	$1.4bn	9.76M	+66.8% Added
SBUXStarbucks	0.24%	$1.4bn	13.34M	−2.1% Reduced
ETNEaton Corporation	0.23%	$1.3bn	3.14M	+1.7% Added
CBChubb Limited	0.23%	$1.3bn	3.85M	−17.4% Reduced
LHXL3Harris	0.23%	$1.3bn	4.51M	−2.7% Reduced
PLDPrologis	0.23%	$1.3bn	9.61M	+2.4% Added
BNYBNY Mellon	0.23%	$1.3bn	8.97M	−0.3%
GEVGE Vernova	0.22%	$1.3bn	1.09M	+8.9% Added
CCitigroup	0.22%	$1.3bn	9.11M	−1.9% Reduced
TXNTexas Instruments	0.22%	$1.3bn	4.23M	−4.1% Reduced
APHAmphenol	0.21%	$1.2bn	7.02M	−0.7% Reduced
GWWW. W. Grainger	0.21%	$1.2bn	892.1K	−3.3% Reduced
ITWIllinois Tool Works	0.21%	$1.2bn	4.37M	−5.7% Reduced
ORCLOracle Corporation	0.20%	$1.1bn	7.76M	+8.8% Added
CEGConstellation Energy	0.20%	$1.1bn	4.51M	+4.2% Added
CRWDCrowdStrike	0.19%	$1.1bn	1.41M	+4.7% Added
KLACKLA Corporation	0.18%	$1.1bn	3.50M	+919.8% Added
NFLXNetflix	0.18%	$1.0bn	14.48M	+2.1% Added
KOThe Coca-Cola Company	0.18%	$1.0bn	12.64M	−6.3% Reduced
UNPUnion Pacific Corporation	0.18%	$1.0bn	3.72M	+8.8% Added
AFLAflac	0.18%	$1.0bn	8.64M	−18.1% Reduced
WECWEC Energy Group	0.17%	$1.0bn	8.57M	+0.1%
SPGIS&P Global	0.17%	$973.0m	2.39M	−4.9% Reduced
WMWaste Management	0.17%	$966.2m	4.34M	+1.7% Added
MSMorgan Stanley	0.16%	$934.4m	4.47M	+3.2% Added
PHParker Hannifin	0.15%	$858.9m	878.1K	−0.1%
PMPhilip Morris International	0.15%	$845.1m	4.67M	+6.9% Added
TJXTJX Companies	0.14%	$830.2m	5.48M	+1.2% Added
ANETArista Networks	0.14%	$815.3m	4.80M	+5.3% Added
GILDGilead Sciences	0.14%	$813.6m	6.44M	−2.8% Reduced
MRVLMarvell Technology	0.14%	$793.2m	2.66M	+2.3% Added
BABoeing	0.13%	$759.9m	3.51M	−8.9% Reduced
DELLDell Technologies	0.13%	$759.1m	1.76M	+2.9% Added
SYKStryker Corporation	0.13%	$758.0m	2.41M	+4.8% Added
BXBlackstone Inc.	0.13%	$752.7m	6.40M	+14.9% Added
VRTVertiv	0.13%	$735.1m	2.20M	+5.1% Added
TMOThermo Fisher Scientific	0.13%	$731.2m	1.46M	+1.0% Added
DEDeere & Company	0.12%	$706.2m	1.11M	+10.0% Added
VZVerizon	0.12%	$684.0m	16.16M	+5.9% Added
SHWSherwin-Williams	0.12%	$667.8m	1.94M	−4.0% Reduced
UBERUber	0.11%	$656.7m	9.10M	−2.0% Reduced
QCOMQualcomm	0.11%	$642.8m	3.48M	−1.2% Reduced
LMTLockheed Martin	0.11%	$626.6m	1.23M	−2.0% Reduced
MDTMedtronic	0.11%	$618.4m	7.90M	+5.2% Added
BEBloom Energy	0.11%	$606.7m	2.00M	+48.0% Added
MDLZMondelez International	0.10%	$602.8m	10.42M	−0.5% Reduced
GLWCorning Inc.	0.10%	$582.2m	2.28M	+17.9% Added
DISThe Walt Disney Company	0.10%	$581.6m	6.04M	−2.7% Reduced
PLTRPalantir Technologies Inc.	0.10%	$574.5m	4.92M	+5.2% Added
WMBWilliams Companies	0.10%	$561.3m	7.55M	+18.8% Added
AMTAmerican Tower	0.10%	$559.4m	3.42M	−2.3% Reduced
WDCWestern Digital	0.10%	$551.5m	863.4K	−15.7% Reduced
AEPAmerican Electric Power	0.10%	$546.7m	4.00M	+1.4% Added
APPApplovin Corp	0.09%	$528.2m	1.03M	+10.4% Added
CMICummins	0.09%	$518.1m	726.5K	+17.8% Added
DUKDuke Energy	0.09%	$500.8m	3.96M	+1.8% Added
NOWServiceNow	0.09%	$497.1m	5.01M	+10.7% Added
CRMSalesforce	0.09%	$486.9m	3.11M	−19.4% Reduced
PFEPfizer	0.09%	$486.3m	20.19M	+3.4% Added
ECLEcolab	0.08%	$461.6m	1.66M	+2.2% Added
APDAir Products	0.08%	$453.1m	1.55M	−2.6% Reduced
DOVDover Corporation	0.08%	$442.6m	1.97M	+0.3%
EOGEOG Resources	0.07%	$424.5m	3.27M	−29.7% Reduced
MRSHMarsh McLennan	0.07%	$418.4m	2.51M	−2.7% Reduced
SLBSchlumberger	0.07%	$413.5m	8.89M	−5.9% Reduced
TTTrane Technologies	0.07%	$412.6m	840.0K	+17.2% Added
SOSouthern Company	0.07%	$412.2m	4.31M	+1.2% Added
MOAltria	0.07%	$409.9m	5.70M	+7.1% Added
ISRGIntuitive Surgical	0.07%	$408.6m	1.03M	−1.9% Reduced
COPConocoPhillips	0.07%	$403.6m	3.88M	+21.2% Added
VLOValero Energy	0.07%	$402.0m	1.54M	+34.4% Added
DHRDanaher Corporation	0.07%	$401.4m	2.11M	+3.1% Added
KMIKinder Morgan	0.07%	$401.3m	12.55M	+0.1%
CMSCMS Energy	0.07%	$401.2m	5.25M	−3.3% Reduced
HONHoneywell Technologies	0.07%	$387.5m	1.73M	New
TAT&T	0.07%	$386.2m	18.66M	+9.2% Added
HONAHoneywell Aerospace	0.07%	$381.2m	1.72M	New
CVSCVS Health	0.07%	$380.9m	3.68M	−54.6% Reduced
PAYXPaychex	0.07%	$378.8m	3.85M	−9.1% Reduced
TGTTarget Corporation	0.07%	$376.0m	2.88M	−8.7% Reduced
VRTXVertex Pharmaceuticals	0.07%	$372.3m	749.5K	+0.6% Added
MSIMotorola Solutions	0.07%	$371.7m	895.0K	+1.5% Added
DGXQuest Diagnostics	0.07%	$371.2m	1.75M	−0.7% Reduced
BMYBristol Myers Squibb	0.06%	$364.3m	6.32M	+6.3% Added
CORCencora	0.06%	$363.7m	1.29M	−3.6% Reduced
CLColgate-Palmolive	0.06%	$360.7m	3.93M	−4.6% Reduced
STXSeagate Technology	0.06%	$359.3m	372.3K	+14.4% Added
WELLWelltower	0.06%	$353.5m	1.56M	+6.5% Added
TELTE Connectivity	0.06%	$340.0m	1.69M	−1.0% Reduced
PWRQuanta Services	0.06%	$338.4m	470.0K	+8.6% Added
AEEAmeren	0.06%	$330.7m	2.93M	−1.2% Reduced
HLTHilton Worldwide	0.06%	$330.2m	999.3K	−3.3% Reduced
NSCNorfolk Southern	0.06%	$328.7m	1.04M	+0.1%
ORLYO'Reilly Automotive	0.06%	$328.2m	3.56M	−4.0% Reduced
USBU.S. Bancorp	0.06%	$328.1m	5.43M	−9.7% Reduced
SHOPShopify Inc.	0.06%	$327.3m	2.87M	−6.7% Reduced
BKNGBooking Holdings	0.06%	$323.9m	1.82M	+2613.6% Added
KEYSKeysight Technologies	0.06%	$322.4m	921.0K	−1.5% Reduced
SRESempra	0.06%	$319.5m	3.45M	+53.7% Added

Company	Bought (value)	Shares
VVisa Inc.	$1.9bn	5.60M
SNDKSandisk	$1.2bn	530.2K
KLACKLA Corporation	$951.3m	3.15M
LRCXLam Research	$941.1m	2.17M
AMDAdvanced Micro Devices	$550.8m	948.1K
INTCIntel	$545.7m	3.91M
GOOGLAlphabet Inc. (Class A)	$492.8m	1.38M
MUMicron Technology	$462.7m	400.8K
HONHoneywell Technologies	$387.5m	1.73M
HONAHoneywell Aerospace	$381.2m	1.72M
NVDANVIDIA Corporation	$380.3m	1.90M
AAPLApple Inc.	$339.7m	1.17M
BKNGBooking Holdings	$312.0m	1.75M
LLYLilly (Eli)	$288.2m	240.3K
IBMIBM	$209.1m	743.7K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
CVSCVS Health	−$458.2m	−4.43M
CTVACorteva, Inc.	−$418.9m	−4.95M
ACNAccenture	−$406.3m	−3.26M
CBChubb Limited	−$275.7m	−809.1K
ZTSZoetis	−$264.6m	−3.68M
AFLAflac	−$224.3m	−1.91M
PSXPhillips 66	−$221.2m	−1.31M
AVGOBroadcom	−$203.1m	−537.6K
INTUIntuit	−$183.6m	−703.5K
EOGEOG Resources	−$179.1m	−1.38M
HOODRobinhood Markets	−$137.6m	−1.37M
AKAMAkamai Technologies	−$129.9m	−1.10M
SMCISupermicro	−$125.4m	−4.28M
CRMSalesforce	−$117.3m	−748.5K
SWKStanley Black & Decker	−$115.8m	−1.23M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
ESLAEstrella Immunopharma, Inc.	$280,251	264.4K
CABRCaring Brands, Inc.	$82,571	72.4K
VTEXVtex	$78,416	19.6K
ARQArq, Inc.	$57,837	22.6K
QSIQuantum-si Inc	$49,434	63.9K
FNWDFinward Bancorp	$47,045	1.3K
SNWVSanuwave Health, Inc.	$46,683	2.7K
RGPResources Connection, Inc.	$43,391	11.6K
SKESkeena Resources Ltd	$43,258	1.5K
SPWRSunpower Inc.	$38,601	30.4K
SKYXSkyx Platforms Corp.	$36,574	32.7K
DERMJourney Medical Corp	$35,180	7.5K
CLARClarus Corp	$30,345	11.2K
FSPFranklin Street Properties Corp	$29,648	44.6K
HFFGHF Foods Group Inc.	$28,076	15.2K
LAKELakeland Industries Inc	$27,117	3.3K
MXCTMaxcyte, Inc.	$26,845	38.2K
OMOutset Medical, Inc.	$24,122	6.3K
TMCITreace Medical Concepts, Inc.	$23,508	17.5K
SSTISoundthinking, Inc.	$23,197	3.5K
CSPICSP Inc	$21,920	2.5K
LFTLument Finance Trust, Inc.	$21,730	17.2K
DCGODocgo Inc.	$21,374	34.0K
FTLFFitlife Brands, Inc.	$20,121	1.4K
AEYEAudioeye Inc	$18,479	2.9K
NRDYNerdy Inc.	$17,844	21.9K
AARDAardvark Therapeutics, Inc.	$17,745	4.7K
EPEmpire Petroleum Corp	$16,730	5.7K
MYPSPlaystudios, Inc.	$15,849	33.8K
CLPRClipper Realty Inc.	$15,746	5.2K

Technology33.4%
Financials13.6%
Industrials12.6%
Health Care10.0%
Consumer Discretionary8.2%
Communication Services6.6%
Consumer Staples5.3%
Energy3.5%
Utilities3.1%
Materials2.2%
Real Estate1.6%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestAugust 16, 2013 to November 2, 2026	+13.6%	+14.1%	0.76	0.78	−32.5%	0.98
2018 onwardsJanuary 5, 2018 to November 2, 2026	+12.7%	+13.9%	0.61	0.66	−32.5%	0.97
Last three yearsNovember 3, 2023 to November 2, 2026	+18.7%	+21.8%	1.07	1.16	−15.2%	0.88
Last yearNovember 7, 2025 to November 2, 2026	+15.2%	+14.2%	1.00	0.84	−7.7%	0.86

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.