Wells Fargo Portfolio holdings
Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$771M |
| 2 |
Fidelity Enhanced Mid Cap Core ETF
FMDE
|
+$648M |
| 3 |
Amazon
AMZN
|
+$647M |
| 4 |
Mastercard
MA
|
+$636M |
| 5 |
Broadcom
AVGO
|
+$584M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.91B |
| 2 |
NVIDIA
NVDA
|
+$1.1B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$663M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$624M |
| 5 |
Illinois Tool Works
ITW
|
+$520M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 46.69% |
| 2 | Technology | 15.08% |
| 3 | Financials | 7.45% |
| 4 | Industrials | 5.83% |
| 5 | Healthcare | 5.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
BTGO
5951
BitGo Holdings
BTGO
$867M
| $4.96K | ﹤0.01% |
+603
| New | +$6.59K |
2026 Q1
0 quarters
|
|
|
EEA
5952
European Equity Fund
EEA
$71M
| $4.95K | ﹤0.01% |
501
| – | – |
2023 Q1
12 quarters
|
|
5953
Copel
ELPC
$10.3B
| $4.94K | ﹤0.01% |
+413
| New | +$4.39K |
2025 Q4
1 quarter
|
|
|
FMST
5954
Foremost Lithium Resource & Technology
FMST
$9.41M
| $4.93K | ﹤0.01% |
2,800
| – | – |
2025 Q4
1 quarter
|
|
5955
Sigma Lithium
SGML
$1.08B
| $4.91K | ﹤0.01% |
401
| – | – |
2024 Q4
5 quarters
|
|
5956
Alpha Architect 1-3 Month Box ETF
BOXX
$14.6B
| $4.88K | ﹤0.01% |
+42
| New | +$4.86K |
2026 Q1
0 quarters
|
|
5957
iShares ESG Aware MSCI USA Value ETF
EVUS
$381M
| $4.87K | ﹤0.01% |
153
| – | – |
2025 Q4
1 quarter
|
|
5958
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.47B
| $4.86K | ﹤0.01% |
97
+96
| +9,600% | +$4.84K |
2023 Q4
9 quarters
|
|
5959
Cadeler
CDLR
$2.11B
| $4.82K | ﹤0.01% |
+205
| New | +$4.84K |
2026 Q1
0 quarters
|
|
5960
Betterware México
BWMX
$608M
| $4.8K | ﹤0.01% |
+285
| New | +$5K |
2026 Q1
0 quarters
|
|
5961
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.01B
| $4.78K | ﹤0.01% |
95
-114,584
| -100% | -$5.76M |
2025 Q2
3 quarters
|
|
|
NVNI
5962
Nvni Group
NVNI
$11M
| $4.74K | ﹤0.01% |
4,125
| – | – |
2025 Q4
1 quarter
|
|
|
ILOW
5963
AB International Low Volatility Equity ETF
ILOW
$1.8B
| $4.74K | ﹤0.01% |
111
| – | – |
2025 Q4
1 quarter
|
|
5964
Northern Trust Global Quality Real Estate ETF
GQRE
$440M
| $4.73K | ﹤0.01% |
79
| – | – |
2025 Q4
1 quarter
|
|
|
MRDN
5965
Meridian Holdings Inc
MRDN
$146M
| $4.73K | ﹤0.01% |
655
-1,318
| -67% | -$10.6K |
2022 Q2
15 quarters
|
|
|
ABTC
5966
American Bitcoin Corp
ABTC
$634M
| $4.71K | ﹤0.01% |
+340
| New | +$6.54K |
2026 Q1
0 quarters
|
|
5967
Imperial Petroleum
IMPP
$240M
| $4.7K | ﹤0.01% |
1,097
-1,672
| -60% | -$6.68K |
2025 Q4
1 quarter
|
|
5968
Simplify Hedged Equity ETF
HEQT
$323M
| $4.69K | ﹤0.01% |
149
-501
| -77% | -$16.1K |
2025 Q3
2 quarters
|
|
5969
Invesco Russell 1000 Equal Weight ETF
EQAL
$808M
| $4.69K | ﹤0.01% |
+85
| New | +$4.72K |
2025 Q4
1 quarter
|
|
|
MSLC
5970
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$4.09B
| $4.66K | ﹤0.01% |
90
-263
| -75% | -$14.2K |
2024 Q4
5 quarters
|
|
|
GEME
5971
Pacific North of South EM Equity Active ETF
GEME
$483M
| $4.63K | ﹤0.01% |
133
| – | – |
2025 Q4
1 quarter
|
|
|
MOMO
5972
Hello Group
MOMO
$666M
| $4.62K | ﹤0.01% |
802
| – | – |
2016 Q3
38 quarters
|
|
5973
SmartRent
SMRT
$230M
| $4.59K | ﹤0.01% |
3,063
-6,597
| -68% | -$11.1K |
2021 Q2
19 quarters
|
|
5974
CALL
DuPont de Nemours
DD
$17.6B
| $4.58K | ﹤0.01% |
33
| – | – |
2025 Q3
2 quarters
|
|
5975
Immatics
IMTX
$1.18B
| $4.57K | ﹤0.01% |
464
-187
| -29% | -$1.83K |
2024 Q2
7 quarters
|
|
Similar funds
Wells Fargo's Q1 2026 Portfolio in Review
As of Q1 2026, Wells Fargo held 7,538 positions worth $530B, down 3.4% from $549B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Wells Fargo's Q1 2026 filing shows 554 new, 2,218 increased, 3,438 reduced and 458 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 534,606 shares worth $34.8M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $7.91B.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, down from 47% a quarter earlier, followed by Technology and Financials.
- Wells Fargo's largest Q1 2026 buy was Sunbelt Rentals Holdings: 534,606 shares worth $34.8M.
- Wells Fargo added most to iShares Core MSCI Emerging Markets ETF in Q1 2026, an estimated $771M increase.
- Wells Fargo's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $7.91B.
- Wells Fargo fully exited CyberArk in Q1 2026, selling an estimated $78.7M.
- Wells Fargo's ten largest holdings make up 19% of its $530B portfolio in Q1 2026.
- Wells Fargo opened 554 new positions and closed 458 in Q1 2026.
- Wells Fargo's portfolio value fell 3.4% quarter-over-quarter to $530B.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.