Stocklore

Wells Fargo & Co. (WFC)

Financials · US stock

What changed in recent filings

  • Revenue +9% YoYQuarter ended Jun 30, 2026
  • Consumer Banking and Lending segment 43% → 45%Jun 30, 2024 → Jun 30, 2026
  • Institutions — 2 new · 4 added · 2 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Wells Fargo & Co. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Jul 14, 2026
    Revenue +8.6% YoY · EPS $2.00
    Released before the open: Jul 13 close → Jul 14 close, the stock moved -2.7% · over the same window, market +0.4% · sector +0.2%
  • 26Q1Released Apr 14, 2026
    Revenue +6.4% YoY · EPS $1.60
    Released before the open: Apr 13 close → Apr 14 close, the stock moved -5.7% · over the same window, market +1.2% · sector +1.0%
  • 25Q4Released Jan 14, 2026
    Revenue +4.5% YoY · EPS $1.62
    Released before the open: Jan 13 close → Jan 14 close, the stock moved -4.6% · over the same window, market -0.5% · sector +0.2%
  • 25Q3Released Oct 14, 2025
    Revenue +5.3% YoY · EPS $1.66
    Released before the open: Oct 13 close → Oct 14 close, the stock moved +7.1% · over the same window, market -0.1% · sector +1.5%

Institutions holding Wells Fargo & Co.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 13
2019 Q1 · 102019 Q2 · 92019 Q3 · 92019 Q4 · 112020 Q1 · 92020 Q2 · 132020 Q3 · 112020 Q4 · 102021 Q1 · 112021 Q2 · 112021 Q3 · 132021 Q4 · 112022 Q1 · 112022 Q2 · 102022 Q3 · 92022 Q4 · 102023 Q1 · 92023 Q2 · 92023 Q3 · 102023 Q4 · 82024 Q1 · 112024 Q2 · 112024 Q3 · 102024 Q4 · 132025 Q1 · 122025 Q2 · 92025 Q3 · 112025 Q4 · 92026 Q1 · 102026 Q2 · 12
19 Q122 Q326 Q2

2019 Q1: 10 → 2026 Q2: 12 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Wells Fargo & Co.

Institutions we track that reported holding this stock in their most recent 13F.

  • Pzena Investment Management2.14% of portfolio · held as of 2019 Q1 or earlier
  • National Pension Service (Korea)0.39% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Cox1.36% of portfolio · held as of 2019 Q1 or earlier
  • PRIMECAP Management0.33% of portfolio · held as of 2019 Q1 or earlier
  • Harris Associates (Oakmark)1.19% of portfolio · held as of 2019 Q1 or earlier
  • Capital World Investors0.07% of portfolio · since 2021 Q3
  • Bridgewater Associates0.39% of portfolio · since 2023 Q4
  • Caisse de depot (Quebec)0.35% of portfolio · since 2024 Q1
  • Temasek Holdings (Singapore)0.48% of portfolio · since 2025 Q1
  • Tudor Investment Corp0.20% of portfolio · since 2026 Q1
  • Point72 Asset ManagementNew this quarter0.15% of portfolio · since 2026 Q2
  • Moore Capital ManagementNew this quarter0.19% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

A top-four US bank, strong in consumer finance and mortgage lending, under an asset-cap regulation since the 2016 fake-accounts scandal.

What is the Financials sector?

Banks, investment, cards, and fintech. Moves with the rate cycle.

Wells Fargo & Co. is classified under the Financials sector. See peers below.

Wells Fargo & Co. key financials

Based on SEC filings · as of Jun 30, 2026

11.8%
1.01x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

Wells Fargo & Co. vs Financials sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
6.2%vs benchmark 12.3%↓ below
Net margin
26.0%vs benchmark 26.7%↓ below
ROE
11.8%vs benchmark 13.7%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

WFC revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $22.6B, +8.6% YoY.

The largest segment is Consumer Banking and Lending, 45.3% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the Corporate and Investment Banking segment (about 42% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

WFC segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Dec '24Jun '25Dec '25Jun '26
Consumer Banking and Lending 45%Corporate and Investment Banking 24%Wealth And Investment Management 17%Commercial Banking 14%

ETFs holding Wells Fargo & Co.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLFState Street(R) Financial Select Sector SPDR(R) ETF
3.33%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
1.07%
VTVVANGUARD VALUE INDEX FUND
0.95%
SPY
0.39%
VOOVANGUARD 500 INDEX FUND
0.39%
IVViShares Core S&P 500 ETF
0.39%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.35%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.35%
RSPInvesco S&P 500 Equal Weight ETF
0.20%

WFC on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Financials average
See full WFC analysis →

Peers · Financials

WFC FAQ

What is Wells Fargo & Co. (WFC)?

A top-four US bank, strong in consumer finance and mortgage lending, under an asset-cap regulation since the 2016 fake-accounts scandal.

What sector is Wells Fargo & Co. in?

Wells Fargo & Co. is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.

What are Wells Fargo & Co.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 6.2%, Net margin 26.0%, ROE 11.8%, Debt-to-equity 1.01x. Definitions and interpretation are available on Stocklore.

What are Wells Fargo & Co.'s main revenue segments?

The largest segment is Consumer Banking and Lending, about 45.3% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Wells Fargo & Co. (WFC) stock?

On Stocklore you can see WFC's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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