WELLS FARGO & COMPANY/MN
All 13F Filings
- Location
- San Francisco, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 549,076,150
- Description
- San Francisco California based relationship driven wealth allocation platform with a structured investment organization and a disciplined and process driven investment mandate. The approach emphasizes fundamental research depth, valuation discipline and downside awareness, and cross border allocation discipline for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through manager selection governance and allocation selectivity.
- Website
- https://www.wellsfargo.com/
- Founded
- 1852
- Chairman
- Charlie Scharf
- CEO
- Charlie Scharf
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 7,110 | 549,076,150 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q3 2025 | 11/13/2025 | 7,074 | 526,000,101 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q2 2025 | 8/14/2025 | 7,126 | 483,402,533 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q1 2025 | 5/13/2025 | 7,040 | 440,260,193 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q4 2024 | 2/13/2025 | 7,061 | 443,369,428 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q3 2024 | 11/13/2024 | 6,907 | 441,740,457 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q2 2024 | 8/13/2024 | 6,882 | 412,472,418 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q1 2024 | 5/10/2024 | 7,487 | 415,111,871 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q4 2023 | 2/9/2024 | 7,582 | 383,349,599 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q3 2023 | 11/13/2023 | 7,564 | 341,304,414 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q2 2023 | 8/15/2023 | 7,583 | 362,434,705 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q1 2023 | 5/12/2023 | 7,668 | 347,250,759 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q4 2022 | 2/13/2023 | 7,596 | 333,186,742 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q3 2022 | 11/14/2022 | 7,646 | 306,865,082 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q2 2022 | 8/12/2022 | 7,873 | 323,213,772 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q1 2022 | 5/16/2022 | 7,969 | 389,911,065 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q4 2021 | 2/14/2022 | 8,182 | 400,612,353 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q3 2021 | 11/15/2021 | 7,708 | 455,078,779 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q2 2021 | 8/16/2021 | 7,707 | 456,287,703 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q1 2021 | 5/13/2021 | 7,640 | 443,920,676 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q4 2020 | 2/9/2021 | 7,380 | 415,681,634 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q3 2020 | 11/5/2020 | 7,242 | 362,077,450 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q2 2020 | 8/13/2020 | 7,165 | 343,810,957 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q1 2020 | 5/14/2020 | 7,133 | 289,235,500 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q4 2019 | 2/14/2020 | 6,948 | 371,319,221 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q1 2014 | 5/15/2014 | 6,378 | 235,217,439 | 13F-HR/A - RESTATEMENT | WELLS FARGO & COMPANY/MN |
| Q1 2014 | 5/12/2014 | 6,378 | 235,217,439 | 13F-HR | WELLS FARGO & COMPANY/MN |
| Q4 2013 | 2/6/2014 | 6,311 | 230,455,583 | 13F-HR | WELLS FARGO & COMPANY/MN |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
36.45 M
(6.6% of total reported value)
· QoQ Δ:
+763 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 420.3 M | 82.0% | 18.81 M | 0 | 18.81 M |
| ETFs | 83.43 M | 16.3% | 3.314 M | 0 | 3.314 M |
| Debt | 2.829 M | 0.6% | 16.81 K | 0 | 16.81 K |
| Other | 5.963 M | 1.2% | 171.1 K | 0 | 171.1 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
549,076,150
Holdings
7110
QoQ value change ($000)
23,076,049
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.