13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Banks - DiversifiedInflation hedgeYield
WFC 7.5 PERP L

WELLS FARGO CO NEW

284 institutions still hold WELLS FARGO CO NEW as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 949746804·Banks - Diversified·284 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.1%
vs prior quarter
13F value held
$2.0B
77.0% inst. owned
of float
Holders
284
-20 QoQ
filers reporting
Activity
+8 / −69
+745 added · −818 reduced
this quarter
Concentration
33.32%
VOYA INVESTMENT MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

284 institutions reported WFC 7.5 PERP L in Q1 2026. VOYA INVESTMENT MANAGEMENT LLC leads at 33.3% of the visible book. -20 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
VOYA INVESTMENT MANAGEMENT LLC
CIK 0001068837
$657M568K0.68%Q1 202602
BlackRock, Inc.
CIK 0002012383
$339M293K0.01%Q1 202603
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$183M159K0.13%Q1 202604
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$79M69K0.05%Q1 202605
STONEBRIDGE ADVISORS LLC
CIK 0001367441
$71M62K84.25%Q1 202606
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$67M58K0.06%Q1 202607
Allianz Asset Management GmbH
CIK 0001535323
$62M54K0.07%Q1 202608
STATE STREET CORP
CIK 0000093751
$58M50K0.00%Q1 202609
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$54M47K0.07%Q1 202610
MORGAN STANLEY
CIK 0000895421
$54M46K0.00%Q1 202611
Nuveen, LLC
CIK 0001871926
$53M46K0.01%Q1 202612
Invesco Ltd.
CIK 0000914208
$53M46K0.01%Q1 202613
FMR LLC
CIK 0000315066
$50M43K0.00%Q1 202614
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$41M36K0.01%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M29K0.00%Q1 202616
First Eagle Investment Management, LLC
CIK 0001325447
$30M26K0.05%Q1 202617
Focus Partners Wealth
CIK 0001542153
$24M20K0.03%Q4 202518
ROYAL BANK OF CANADA
CIK 0001000275
$22M19K0.00%Q1 202619
SSI INVESTMENT MANAGEMENT LLC
CIK 0000938487
$21M18K1.47%Q1 202620
RATIONAL ADVISORS, INC.
CIK 0001143565
$19M16K1.98%Q1 2026
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