Stock
Reported value
$51.9M
Holders
39
+8 new · −5 exited
Holders’ est. mark
$2.66M
Price effect on 31 books still in the name
Largest holder
$11.3M
WELLS FARGO & COMPANY/MN
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 332.6K | $11.3M | $550.7K | Added$3.68M |
| LPL Financial LLC | 203.9K | $6.96M | $465.9K | Added$81K |
| AMERIPRISE FINANCIAL INC | 141.1K | $4.82M | $327.1K | Cut−$111.3K |
| BANK OF AMERICA CORP /DE/ | 118.3K | $4.04M | $189.9K | Added$1.39M |
| OLD MISSION CAPITAL LLC | 91.8K | $3.13M | $60K | Added$2.3M |
| Uniting Wealth Partners, LLC | 89.8K | $3.06M | — | New |
| UBS Group AG | 80.8K | $2.76M | $184.6K | Cut−$2.48K |
| Sachetta, LLC | 71.2K | $2.43M | $162.7K | Cut−$23.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 63K | $2.15M | $144K | Cut−$366.3K |
| TrueWealth Advisors, LLC | 46.7K | $1.59M | $106.7K | Cut−$13.7K |
| MORGAN STANLEY | 45K | $1.54M | $51.1K | Added$821.9K |
| Empirical Asset Management, LLC | 36.6K | $1.25M | $83.6K | Cut−$14.6K |
| RAYMOND JAMES FINANCIAL INC | 35.8K | $1.22M | $75.7K | Added$167K |
| ENVESTNET ASSET MANAGEMENT INC | 24.6K | $839.8K | $32.6K | Added$384.9K |
| B. Riley Wealth Advisors, Inc. | 24.9K | $823.1K | $28.8K | Cut−$535.6K |
| Ameritas Advisory Services, LLC | 19.6K | $668K | $44.7K | Cut−$270.8K |
| Curtis Advisory Group, LLC | 16.1K | $548.9K | $36.5K | Added$40.6K |
| WealthTrak Capital Management LLC | 15.5K | $529.2K | $35.4K | Added$32K |
| TRUIST FINANCIAL CORP | 9.73K | $332K | — | New |
| OSAIC HOLDINGS, INC. | 9.62K | $328.4K | $22K | Added$9.62K |
| Mariner, LLC | 8.65K | $295.4K | $19.3K | Added$26.5K |
| DEUTSCHE BANK AG\ | 7.5K | $256K | — | New |
| NATIONAL BANK OF CANADA /FI/ | 6.31K | $214.7K | $14.2K | Cut−$20.2K |
| Octavia Wealth Advisors, LLC | 6.27K | $213.9K | — | New |
| ROYAL BANK OF CANADA | 4.56K | $156K | $11K | Added$11K |
| Scarborough Advisors, LLC | 4.19K | $143.1K | — | New |
| Advisory Services Network, LLC | 3.23K | $110.1K | — | New |
| FIFTH THIRD BANCORP | 1.05K | $36K | — | New |
| Atlantic Edge Private Wealth Management, LLC | 838 | $28.6K | $1.92K | Added$1.92K |
| Hilltop National Bank | 721 | $24.6K | $1.65K | Added$246 |
| US BANCORP \DE\ | 677 | $23.1K | $1.55K | Added$1.55K |
| JONES FINANCIAL COMPANIES LLLP | 436 | $14.5K | $643 | Added$643 |
| Aptus Capital Advisors, LLC | 345 | $11.8K | $788 | Added$788 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 227 | $7.75K | $518 | Added$518 |
| JPMORGAN CHASE & CO | 175 | $5.77K | — | New |
| CWM, LLC | 127 | $4.33K | $4.33K | Added$4.33K |
| IFP Advisors, Inc | 93 | $3.17K | $213 | Added$213 |
| CENTAURUS FINANCIAL, INC. | 10.6K | $361 | $24 | Added$21 |
| Cambridge Investment Research Advisors, Inc. | 6.73K | $230 | $16 | Added$16 |
Who left
- Cerity Partners LLC$1.59M
- JANE STREET GROUP, LLC$598.1K
- Kestra Advisory Services, LLC$131.3K
- OPTIMA CAPITAL LLC$17.4K
- FLOW TRADERS U.S. LLC$1.49K
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.