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 — 8 new · 3 added13F · as of end of 2026 Q2

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

Institutions holding Wells Fargo & Co.

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

max 12
2019 Q1 · 52019 Q2 · 42019 Q3 · 32019 Q4 · 62020 Q1 · 42020 Q2 · 82020 Q3 · 62020 Q4 · 52021 Q1 · 62021 Q2 · 62021 Q3 · 72021 Q4 · 52022 Q1 · 42022 Q2 · 32022 Q3 · 32022 Q4 · 32023 Q1 · 32023 Q2 · 32023 Q3 · 42023 Q4 · 32024 Q1 · 52024 Q2 · 52024 Q3 · 42024 Q4 · 72025 Q1 · 62025 Q2 · 32025 Q3 · 42025 Q4 · 32026 Q1 · 42026 Q2 · 12
19 Q122 Q326 Q2

2019 Q1: 5 → 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.

  • Dodge & Cox1.36% of portfolio · held as of 2019 Q1 or earlier
  • Bridgewater Associates0.39% of portfolio · since 2023 Q4
  • 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
  • PRIMECAP Management0.33% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.07% of portfolio · held as of 2026 Q2 or earlier
  • Pzena Investment Management2.14% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.39% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.35% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)1.19% of portfolio · held as of 2026 Q2 or earlier

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.

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.

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
1.06%
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
0.21%

WFC on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation 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 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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