Stock
Reported value
$145.1M
Holders
64
+11 new · −12 exited
Holders’ est. mark
−$7.33M
Price effect on 52 books still in the name
Largest holder
$26.4M
WELLS FARGO & COMPANY/MN
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 1.83M | $26.4M | −$1.57M | Cut−$661.1K |
| Cerity Partners LLC | 1.53M | $22.1M | −$89K | Added$20.6M |
| MORGAN STANLEY | 1.5M | $21.6M | −$1.14M | Added$2.08M |
| ROYAL BANK OF CANADA | 1.15M | $16.6M | −$912.6K | Added$929K |
| UBS Group AG | 969.6K | $14M | −$863K | Cut−$1.86M |
| Thomas J. Herzfeld Advisors, Inc. | 440K | $6.34M | −$391.6K | Cut−$5.1M |
| BANK OF AMERICA CORP /DE/ | 421.3K | $6.07M | −$353K | Added$3.25K |
| ENVESTNET ASSET MANAGEMENT INC | 287.3K | $4.14M | −$255.7K | Cut−$4.93M |
| Element Wealth, LLC | 198K | $2.85M | −$176.3K | Cut−$180.5K |
| LPL Financial LLC | 193.9K | $2.79M | −$144.1K | Added$317.2K |
| Rockefeller Capital Management L.P. | 176.5K | $2.54M | −$139.1K | Added$151.3K |
| CORRADO ADVISORS, LLC | 160.3K | $2.31M | −$135.1K | Cut−$12.5K |
| SMITH, MOORE & CO. | 127.6K | $1.84M | −$110.2K | Cut−$55.7K |
| Noble Wealth Management PBC | 119.1K | $1.72M | −$106K | Cut−$200.5K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 94.5K | $1.36M | — | New |
| RAYMOND JAMES FINANCIAL INC | 68.8K | $991.9K | −$41.6K | Added$276.5K |
| JANE STREET GROUP, LLC | 66K | $951.4K | −$46.6K | Added$150.4K |
| JOURNEY STRATEGIC WEALTH LLC | 51.7K | $745K | −$46K | Cut−$259.4K |
| OSAIC HOLDINGS, INC. | 49.9K | $719.2K | −$44.5K | Cut−$645.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | 45.5K | $655.7K | −$40.5K | Cut−$40.5K |
| Bramshill Investments, LLC | 43.7K | $629.6K | −$38.9K | Cut−$43.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | 41.2K | $593.8K | −$36.7K | Cut−$116.6K |
| Crumly & Associates Inc. | 39.8K | $572.8K | −$35.4K | Cut−$35.4K |
| COURIER CAPITAL LLC | 37.2K | $536.1K | −$33.1K | Cut−$33.1K |
| CHOREO, LLC | 36.3K | $526.2K | −$34.2K | Cut−$586.4K |
| Integrated Wealth Concepts LLC | 30.5K | $439.1K | — | New |
| TRUIST FINANCIAL CORP | 28.3K | $408.4K | −$25.2K | Cut−$142.7K |
| Chicago Partners Investment Group LLC | 27.7K | $405.8K | −$36.1K | Cut−$56.6K |
| STIFEL FINANCIAL CORP | 25.2K | $363.1K | −$22.3K | Cut−$19.4K |
| Wealth Care LLC | 25.1K | $362.4K | — | Held |
| HighTower Advisors, LLC | 25K | $360.3K | — | New |
| Cetera Investment Advisers | 22.7K | $326.8K | −$20.2K | Cut−$68.7K |
| FIRST TRUST ADVISORS LP | 20.7K | $298.8K | −$18.5K | Cut−$18.5K |
| Fortitude Advisory Group L.L.C. | 17.8K | $256.8K | −$15.9K | Cut−$15.9K |
| IAMS WEALTH MANAGEMENT, LLC | 17.3K | $248.6K | −$15.4K | Cut−$15.4K |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 15.4K | $222.1K | −$13.7K | Cut−$13.7K |
| XTX Topco Ltd | 14.2K | $204.8K | — | New |
| BlackRock, Inc. | 13.1K | $189.2K | −$11.7K | Cut−$11.7K |
| NWF Advisory Services Inc. | 12.3K | $177.7K | −$11K | Cut−$11K |
| &PARTNERS | 12.2K | $175.9K | −$10.9K | Cut−$70.5K |
| ALEXANDER LABRUNERIE & CO., INC. | 12K | $173.6K | −$10.7K | Cut−$10.7K |
| CreativeOne Wealth, LLC | 11.8K | $170.6K | −$10.4K | Cut−$8.63K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.2K | $147.1K | — | New |
| LifePlan Investment Advisors, Inc. | 10K | $144.1K | −$8.9K | Cut−$8.9K |
| Activest Wealth Management | 7.5K | $108.1K | −$6.68K | Cut−$6.67K |
| Osbon Capital Management LLC | 4.66K | $67.1K | — | New |
| HUNTINGTON NATIONAL BANK | 3.89K | $56.1K | −$3.46K | Cut−$20.3K |
| Anfield Capital Management, LLC | 3.66K | $52.8K | −$3.26K | Cut−$3.26K |
| GHP Investment Advisors, Inc. | 2.83K | $40.7K | — | New |
| Penserra Capital Management LLC | 1.26M | $18.2K | — | New |
| PNC Financial Services Group, Inc. | 1.04K | $15.1K | — | New |
| COHEN & STEERS, INC. | 1.02M | $14.7K | −$812 | Added$791 |
| CWM, LLC | 847 | $12.2K | $8.35K | Added$12.2K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 500 | $7.31K | −$340 | Cut−$340 |
| Advisors Asset Management, Inc. | 423 | $6.09K | — | New |
| IFP Advisors, Inc | 400 | $5.76K | −$356 | Cut−$3.66K |
| FIFTH THIRD BANCORP | 277 | $3.99K | — | New |
| WEDBUSH SECURITIES INC | 42.1K | $607 | −$35 | Added$12 |
| Janney Montgomery Scott LLC | 42.1K | $606 | −$38 | Cut−$41 |
| Mathes Company, Inc. | 22K | $317 | −$20 | Cut−$20 |
| Corient Private Wealth LLC | 20K | $288 | −$305.7K | Cut−$327K |
| Cambridge Investment Research Advisors, Inc. | 19.3K | $277 | −$18 | Cut−$34 |
| Virtu Financial LLC | 15.8K | $228 | −$14 | Cut−$101 |
| FNY Investment Advisers, LLC | 1.1K | $15 | −$1 | Cut−$1 |
Who left
- Marex Group plc$333.3K
- TWO SIGMA SECURITIES, LLC$244.1K
- Navis Wealth Advisors, LLC$240.7K
- Hilton Capital Management, LLC$183.6K
- SouthState Bank Corp$143.1K
- Kestra Advisory Services, LLC$33.7K
- SOL Capital Management CO$22.5K
- Commonwealth Retirement Investments LLC$19.9K
- FLAGSHIP HARBOR ADVISORS, LLC$14K
- Steward Partners Investment Advisory, LLC$5.74K
- HARBOUR INVESTMENTS, INC.$4K
- ASSETMARK, INC$612
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.