Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

WELLS FARGO CO NEW · COM · quarter ended 2026-03-31 · 56 members disclosed WFC ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,333 holders are listed, largest first: 2,333
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $173B
holders whose share count rose or who opened the position (new + add), by shares: 1,003
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 267

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of WFC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$20.8B	260,798,584	−1,584,590	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$16.0B	200,762,402	—	NO PRIOR
3	FMR LLC	$12.9B	161,693,928	−24,011,255	TRIM
4	STATE STREET CORP	$10.8B	135,493,574	−1,594,663	TRIM
5	JPMORGAN CHASE & CO	$9.9B	129,208,607	+129,208,607	NEW
6	GEODE CAPITAL MANAGEMENT, LLC	$5.9B	73,848,013	+1,465,445	ADD
7	Capital Research Global Investors	$5.8B	72,893,582	+35,472,195	ADD
8	WELLINGTON MANAGEMENT GROUP LLP	$5.2B	65,846,073	−6,563,903	TRIM
9	VANGUARD PORTFOLIO MANAGEMENT LLC	$4.9B	61,671,445	—	NO PRIOR
10	BANK OF AMERICA CORP /DE/	$4.1B	51,973,069	+691,922	ADD
11	MORGAN STANLEY	$4.1B	51,687,402	−1,886,751	TRIM
12	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$3.2B	39,758,338	−131,638	TRIM
13	Invesco Ltd.	$2.6B	32,284,367	−2,831,208	TRIM
14	NORTHERN TRUST CORP	$2.5B	31,251,400	−619,298	TRIM
15	DODGE & COX	$2.5B	31,168,331	−1,143,380	TRIM
16	AMERIPRISE FINANCIAL INC	$1.9B	23,497,436	−4,215,848	TRIM
17	Nuveen, LLC	$1.8B	22,359,145	−1,867,470	TRIM
18	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.7B	21,519,158	+894,088	ADD
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.7B	20,822,786	+223,041	ADD
20	Legal & General Group Plc	$1.6B	20,590,156	−607,267	TRIM
21	DIMENSIONAL FUND ADVISORS LP	$1.5B	18,474,225	−1,449,872	TRIM
22	VANGUARD FIDUCIARY TRUST CO	$1.4B	17,403,063	—	NO PRIOR
23	Capital International Investors	$1.4B	17,279,713	−8,278,260	TRIM
24	Bank of New York Mellon Corp	$1.4B	16,974,915	−782,146	TRIM
25	Amundi	$1.3B	16,463,550	+6,944,316	ADD
26	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.2B	15,105,182	−2,069,714	TRIM
27	Capital World Investors	$1.2B	14,886,716	−2,975,852	TRIM
28	ALLIANCEBERNSTEIN L.P.	$1.2B	12,532,684	−1,584,520	TRIM
29	DEUTSCHE BANK AG\	$944M	11,859,256	−322,065	TRIM
30	RAYMOND JAMES FINANCIAL INC	$885M	11,160,812	+964,642	ADD
31	FRANKLIN RESOURCES INC	$881M	11,070,055	+645,578	ADD
32	HARRIS ASSOCIATES L P	$874M	10,983,221	−1,920,422	TRIM
33	Boston Partners	$835M	10,481,896	+875,681	ADD
34	UBS Group AG	$828M	10,396,355	−370,157	TRIM
35	Aristotle Capital Management, LLC	$813M	10,217,086	−587,797	TRIM
36	ROYAL BANK OF CANADA	$768M	9,652,877	−1,127,598	TRIM
37	PZENA INVESTMENT MANAGEMENT LLC	$698M	8,773,128	−1,207,519	TRIM
38	PRIMECAP MANAGEMENT CO/CA/	$615M	7,723,102	−637,170	TRIM
39	HSBC HOLDINGS PLC	$612M	7,692,992	−8,236,438	TRIM
40	National Pension Service	$583M	7,322,564	+7,322,564	NEW
41	Mitsubishi UFJ Asset Management Co., Ltd.	$562M	7,061,933	+382,525	ADD
42	Vanguard Global Advisers, LLC	$552M	6,930,687	—	NO PRIOR
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$545M	6,852,010	+215,578	ADD
44	Sumitomo Mitsui Trust Group, Inc.	$525M	6,594,835	−805,446	TRIM
45	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$503M	6,316,442	−219,245	TRIM
46	ENVESTNET ASSET MANAGEMENT INC	$503M	6,314,060	+514,586	ADD
47	Baird Financial Group, Inc.	$476M	5,982,815	+5,982,815	NEW
48	NORDEA INVESTMENT MANAGEMENT AB	$468M	6,018,502	+35,943	ADD
49	VANGUARD ASSET MANAGEMENT, Ltd	$450M	5,646,557	—	NO PRIOR
50	CANADA PENSION PLAN INVESTMENT BOARD	$411M	5,166,047	+570,821	ADD
51	VOYA INVESTMENT MANAGEMENT LLC	$407M	5,107,027	−3,684,084	TRIM
52	BANK OF MONTREAL /CAN/	$389M	4,889,053	−14,408	TRIM
53	Mawer Investment Management Ltd.	$372M	4,670,184	−205,943	TRIM
54	Neuberger Berman Group LLC	$365M	4,591,757	−898,929	TRIM
55	AMERICAN CENTURY COMPANIES INC	$356M	4,475,373	−154,187	TRIM
56	CITIGROUP INC	$346M	4,352,421	+1,437,108	ADD
57	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$337M	4,235,470	+112,671	ADD
58	NEW YORK STATE COMMON RETIREMENT FUND	$329M	4,138,439	−128,800	TRIM
59	M&G Plc	$313M	3,906,676	+441,799	ADD
60	MILLENNIUM MANAGEMENT LLC	$283M	3,548,819	+496,239	ADD
61	Bank Julius Baer & Co. Ltd, Zurich	$277M	3,508,608	+1,147,391	ADD
62	Korea Investment CORP	$277M	3,477,801	+90,156	ADD
63	PRINCIPAL FINANCIAL GROUP INC	$276M	3,460,712	−37,025	TRIM
64	Ensign Peak Advisors, Inc	$274M	3,437,397	−415,451	TRIM
65	VICTORY CAPITAL MANAGEMENT INC	$265M	3,329,480	−1,086,780	TRIM
66	HighTower Advisors, LLC	$257M	3,233,708	−175,285	TRIM
67	FIL Ltd	$256M	3,211,769	−318,265	TRIM
68	Qube Research & Technologies Ltd	$249M	3,131,629	+1,792,863	ADD
69	LPL Financial LLC	$228M	2,865,275	+35,795	ADD
70	AQR CAPITAL MANAGEMENT LLC	$227M	2,873,956	+1,537,960	ADD
71	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$224M	2,816,216	−619,714	TRIM
72	ADAGE CAPITAL PARTNERS GP, L.L.C.	$220M	2,769,496	+72,300	ADD
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$220M	2,762,415	−92,263	TRIM
74	BRANDES INVESTMENT PARTNERS, LP	$219M	2,754,893	+125,746	ADD
75	AVIVA PLC	$218M	2,734,631	+69,946	ADD
76	WELLS FARGO & COMPANY/MN	$216M	2,710,563	+46,950	ADD
77	Universal- Beteiligungs- und Servicegesellschaft mbH	$214M	2,699,453	+35,286	ADD
78	Aberdeen Group plc	$213M	2,678,195	+75,056	ADD
79	TRUIST FINANCIAL CORP	$212M	2,658,053	+97,734	ADD
80	SEI INVESTMENTS CO	$210M	2,643,920	+183,558	ADD
81	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$209M	2,628,620	−891,125	TRIM
82	STIFEL FINANCIAL CORP	$207M	2,594,764	−52,564	TRIM
83	Allianz Asset Management GmbH	$203M	2,551,081	−190,701	TRIM
84	DANSKE BANK A/S	$202M	2,543,102	−142,522	TRIM
85	US BANCORP \DE\	$200M	2,510,494	+11,019	ADD
86	Artisan Partners Limited Partnership	$184M	2,314,797	−617,803	TRIM
87	NATIONAL BANK OF CANADA /FI/	$180M	2,261,212	+670,721	ADD
88	CITADEL ADVISORS LLC	$179M	2,254,234	−501,494	TRIM
89	FIRST TRUST ADVISORS LP	$179M	2,245,758	+1,191,146	ADD
90	D. E. Shaw & Co., Inc.	$179M	2,243,244	−653,874	TRIM
91	MACKENZIE FINANCIAL CORP	$176M	2,206,278	−742,439	TRIM
92	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$172M	2,159,773	+179,846	ADD
93	FIFTH THIRD BANCORP	$168M	2,116,380	+707,158	ADD
94	GREAT LAKES ADVISORS, LLC	$157M	1,968,562	−272,453	TRIM
95	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$154M	1,935,384	−587,710	TRIM
96	SCHRODER INVESTMENT MANAGEMENT GROUP	$154M	1,928,518	−53,151	TRIM
97	KEYBANK NATIONAL ASSOCIATION/OH	$148M	1,863,405	−57,343	TRIM
98	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$147M	1,852,365	+1,534,255	ADD
99	1832 Asset Management L.P.	$147M	1,844,873	−1,860,815	TRIM
100	PFA Pension, Forsikringsaktieselskab	$147M	1,840,662	+1,840,662	NEW
101	STOREBRAND ASSET MANAGEMENT AS	$142M	1,786,716	—	NO PRIOR
102	CIBC WORLD MARKET INC.	$140M	1,761,497	+912,503	ADD
103	RWWM, Inc.	$137M	1,721,344	−46,534	TRIM
104	Calamos Advisors LLC	$134M	1,682,021	−63,123	TRIM
105	STATE OF WISCONSIN INVESTMENT BOARD	$134M	1,680,343	+21,233	ADD
106	Retirement Systems of Alabama	$133M	1,668,002	−84,664	TRIM
107	Temasek Holdings (Private) Ltd	$132M	1,661,772	+137,949	ADD
108	MACQUARIE GROUP LTD	$132M	1,654,883	−119,922	TRIM
109	APG Asset Management N.V.	$129M	1,860,402	+45,380	ADD
110	AMERICAN ASSETS INC	$127M	1,600,626	0	NO CHANGE
111	TWO SIGMA INVESTMENTS, LP	$126M	1,583,187	+1,569,787	ADD
112	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$124M	1,562,269	−158,491	TRIM
113	Pictet Asset Management Holding SA	$124M	1,561,328	−93,919	TRIM
114	Corient Private Wealth LLC	$123M	1,551,052	−1,941,928	TRIM
115	Chevy Chase Trust Holdings, LLC	$123M	1,542,722	−56,418	TRIM
116	ROYAL LONDON ASSET MANAGEMENT LTD	$122M	1,530,660	−9,609	TRIM
117	Zurcher Kantonalbank (Zurich Cantonalbank)	$121M	1,522,265	−45,689	TRIM
118	Squarepoint Ops LLC	$117M	1,469,123	+1,385,467	ADD
119	Vanguard Investments Australia, Ltd.	$117M	1,465,043	—	NO PRIOR
120	EQUITY INVESTMENT CORP	$116M	1,463,085	−468,416	TRIM
121	TEACHER RETIREMENT SYSTEM OF TEXAS	$115M	1,442,575	+233,794	ADD
122	Connor, Clark & Lunn Investment Management Ltd.	$115M	1,441,784	+1,432,191	ADD
123	Mitsubishi UFJ Trust & Banking Corp	$115M	1,439,758	−76,203	TRIM
124	UniSuper Management Pty Ltd	$114M	1,427,193	−454	TRIM
125	NOMURA ASSET MANAGEMENT CO LTD	$113M	1,423,037	+10,481	ADD
126	Latash Investments, LLC	$110M	1,386,695	0	NO CHANGE
127	BNP Paribas Asset Management Holding S.A.	$110M	1,384,851	−650,203	TRIM
128	MAIRS & POWER INC	$109M	1,365,876	−363,465	TRIM
129	TUDOR INVESTMENT CORP ET AL	$106M	1,330,271	+1,330,271	NEW
130	KLP KAPITALFORVALTNING AS	$105M	1,321,375	+19,300	ADD
131	Creative Planning	$105M	1,321,100	+58,887	ADD
132	Asset Management One Co., Ltd.	$105M	1,317,409	−32,279	TRIM
133	Quantinno Capital Management LP	$105M	1,315,171	+199,510	ADD
134	Prana Capital Management, LP	$104M	1,311,804	+1,311,804	NEW
135	TORONTO DOMINION BANK	$103M	1,296,276	−121,573	TRIM
136	TD ASSET MANAGEMENT INC	$103M	1,295,305	−29,381	TRIM
137	PANAGORA ASSET MANAGEMENT INC	$103M	1,294,010	−226,767	TRIM
138	PUBLIC SECTOR PENSION INVESTMENT BOARD	$101M	1,266,627	−32,837	TRIM
139	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$101M	1,262,985	−23,241	TRIM
140	Swedbank AB	$100M	1,261,842	+57,988	ADD
141	Mondrian Investment Partners LTD	$100M	1,258,730	−23,297	TRIM
142	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$100M	1,258,382	−128,538	TRIM
143	BANK OF NOVA SCOTIA	$97.6M	1,225,812	−695,052	TRIM
144	NewEdge Advisors, LLC	$91.0M	1,143,655	+1,143,655	NEW
145	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$87.9M	1,217,072	−626,517	TRIM
146	NewEdge Wealth, LLC	$87.6M	1,100,749	+79,862	ADD
147	State of New Jersey Common Pension Fund D	$85.9M	1,078,514	−16,967	TRIM
148	Tredje AP-fonden	$85.7M	1,076,560	−535,505	TRIM
149	ASSETMARK, INC	$84.7M	1,064,434	−32,353	TRIM
150	Cerity Partners LLC	$83.7M	1,051,839	+60,179	ADD
151	ZACKS INVESTMENT MANAGEMENT	$83.0M	1,042,912	−6,739	TRIM
152	Lansforsakringar Fondforvaltning AB (publ)	$81.9M	1,028,759	−856	TRIM
153	Cetera Investment Advisers	$81.3M	1,021,817	+27,165	ADD
154	Phoenix Financial Ltd.	$78.5M	986,590	−48,822	TRIM
155	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$77.9M	978,312	+13,852	ADD
156	Resona Asset Management Co.,Ltd.	$77.3M	976,939	+26	ADD
157	Teewinot Capital Advisers, L.L.C.	$75.3M	945,417	+15,683	ADD
158	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$75.3M	945,367	+945,367	NEW
159	Mariner, LLC	$75.1M	943,829	+27,113	ADD
160	Bridgewater Associates, LP	$75.0M	942,580	−198,960	TRIM
161	American Assets Investment Management, LLC	$74.9M	940,400	0	NO CHANGE
162	BANQUE PICTET & CIE SA	$74.4M	935,090	−180,461	TRIM
163	NATIXIS	$73.0M	916,713	+484,091	ADD
164	DAVENPORT & Co LLC	$72.0M	913,085	−224,606	TRIM
165	SOUND SHORE MANAGEMENT INC /CT/	$71.8M	902,430	−17,625	TRIM
166	SUMMITRY LLC	$70.4M	884,083	−22,548	TRIM
167	First Pacific Advisors, LP	$69.5M	872,730	−237,098	TRIM
168	DEPRINCE RACE & ZOLLO INC	$68.6M	862,227	−2,740	TRIM
169	Arizona State Retirement System	$68.5M	860,055	−40,904	TRIM
170	MERCER GLOBAL ADVISORS INC /ADV	$67.9M	853,010	+49,329	ADD
171	STATE OF MICHIGAN RETIREMENT SYSTEM	$67.8M	852,149	−13,900	TRIM
172	Federation des caisses Desjardins du Quebec	$67.2M	844,616	+11,042	ADD
173	Czech National Bank	$67.1M	842,256	+14,526	ADD
174	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$66.7M	838,029	+316,150	ADD
175	JANE STREET GROUP, LLC	$64.8M	814,531	+367,336	ADD
176	SEB Asset Management AB	$64.4M	809,003	—	NO PRIOR
177	CIBC Asset Management Inc	$63.3M	795,529	+3,838	ADD
178	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$61.3M	771,091	+33,415	ADD
179	Rockefeller Capital Management L.P.	$60.9M	765,272	+51,764	ADD
180	WESTWOOD HOLDINGS GROUP INC	$60.7M	763,057	−41,170	TRIM
181	EDMOND DE ROTHSCHILD HOLDING S.A.	$60.6M	761,205	+471,028	ADD
182	NISA INVESTMENT ADVISORS, LLC	$60.2M	755,765	−119,222	TRIM
183	Rafferty Asset Management, LLC	$59.9M	751,874	−205,638	TRIM
184	GATEWAY INVESTMENT ADVISERS LLC	$59.5M	747,950	+27,628	ADD
185	CIBC Bancorp USA Inc.	$58.6M	736,467	—	NO PRIOR
186	Focus Partners Wealth	$57.8M	725,628	−44,771	TRIM
187	MetLife Investment Management, LLC	$57.5M	722,691	−29,897	TRIM
188	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$57.4M	720,399	−9,770	TRIM
189	River Road Asset Management, LLC	$56.5M	709,410	+571,296	ADD
190	MCDONALD CAPITAL INVESTORS INC/CA	$55.0M	690,614	−9,068	TRIM
191	Trexquant Investment LP	$54.8M	688,585	+688,585	NEW
192	Empowered Funds, LLC	$54.6M	685,602	+685,602	NEW
193	DnB Asset Management AS	$54.2M	680,969	+45,445	ADD
194	COMMONWEALTH EQUITY SERVICES, LLC	$53.7M	674,967	+7,487	ADD
195	SEIZERT CAPITAL PARTNERS, LLC	$53.5M	672,543	−162,379	TRIM
196	Regal Partners Ltd	$52.8M	663,572	+58,976	ADD
197	Bank Pictet & Cie (Europe) AG	$52.7M	661,427	−98,679	TRIM
198	Hudson Bay Capital Management LP	$52.3M	657,190	+413,389	ADD
199	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$51.7M	649,281	−91,971	TRIM
200	WORLDQUANT MILLENNIUM ADVISORS LLC	$51.6M	648,136	+633,316	ADD
201	AE Wealth Management LLC	$51.1M	642,162	+31,190	ADD
202	ProShare Advisors LLC	$50.2M	630,989	−39,355	TRIM
203	Clark Capital Management Group, Inc.	$49.5M	622,242	−349,455	TRIM
204	IFM Investors Pty Ltd	$49.3M	619,063	+13,167	ADD
205	Mirae Asset Global Investments Co., Ltd.	$49.0M	614,975	+82,675	ADD
206	Woodline Partners LP	$48.4M	607,560	+70,791	ADD
207	Advisors Capital Management, LLC	$48.3M	606,836	−5,548	TRIM
208	Eurizon Capital SGR S.p.A.	$48.0M	605,399	+605,399	NEW
209	OSAIC HOLDINGS, INC.	$46.5M	584,396	+69,637	ADD
210	LETKO, BROSSEAU & ASSOCIATES INC	$45.7M	573,819	−3,725	TRIM
211	XPONANCE LLC	$45.4M	570,189	+68,119	ADD
212	QRG CAPITAL MANAGEMENT, INC.	$44.4M	557,958	+44,771	ADD
213	Daiwa Securities Group Inc.	$43.1M	541,429	+25,082	ADD
214	Varma Mutual Pension Insurance Co	$42.9M	538,759	0	NO CHANGE
215	USS Investment Management Ltd	$42.6M	534,992	+8,299	ADD
216	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$42.5M	534,315	−3,400	TRIM
217	LAZARD ASSET MANAGEMENT LLC	$41.4M	519,483	+101,360	ADD
218	Tweedy, Browne Co LLC	$41.1M	515,920	−43,447	TRIM
219	WILSEY ASSET MANAGEMENT INC	$40.9M	514,331	−40,529	TRIM
220	Beacon Pointe Advisors, LLC	$40.6M	510,074	+127,285	ADD
221	Utah Retirement Systems	$40.1M	503,517	−24,994	TRIM
222	MML INVESTORS SERVICES, LLC	$39.2M	492,844	−97,994	TRIM
223	BSN Capital Partners Ltd	$39.0M	460,031	—	NO PRIOR
224	Crossmark Global Holdings, Inc.	$38.5M	483,441	—	NO PRIOR
225	FACTORY MUTUAL INSURANCE CO	$37.9M	476,184	−213,180	TRIM
226	CWM, LLC	$37.8M	474,640	+37,872	ADD
227	BLAIR WILLIAM & CO/IL	$37.2M	467,212	+171,674	ADD
228	Cardinal Capital Management, Inc.	$36.8M	462,710	+12,199	ADD
229	NEOS Investment Management LLC	$36.4M	457,031	+9,511	ADD
230	Mediolanum International Funds Ltd	$36.1M	470,180	−188,681	TRIM
231	IMC-Chicago, LLC	$35.9M	451,139	+451,139	NEW
232	Sumitomo Mitsui DS Asset Management Company, Ltd	$35.9M	451,121	+5,256	ADD
233	Man Group plc	$35.5M	446,327	−147,051	TRIM
234	Swiss Life Asset Management Ltd	$35.4M	413,555	+62,988	ADD
235	Rakuten Investment Management, Inc.	$35.4M	461,294	+45,622	ADD
236	Andra AP-fonden	$35.0M	439,700	+44,900	ADD
237	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$34.8M	437,593	−17,047	TRIM
238	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$34.4M	432,631	−135,830	TRIM
239	Mount Capital Ltd	$34.3M	431,246	0	NO CHANGE
240	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$34.2M	429,952	−729	TRIM
241	Vinva Investment Management Ltd	$34.2M	445,259	+28,738	ADD
242	COMMERCE BANK	$33.9M	426,158	+145,258	ADD
243	Pathstone Holdings, LLC	$33.7M	423,798	−8,216	TRIM
244	Wealthfront Advisers LLC	$33.6M	422,133	−15,799	TRIM
245	Spectrum Asset Management, Inc. (NB/CA)	$33.0M	414,694	+414,694	NEW
246	Leith Wheeler Investment Counsel Ltd.	$32.5M	408,689	+2,199	ADD
247	Janus Henderson Group Ltd.	$32.4M	407,543	+9,898	ADD
248	Sanctuary Advisors, LLC	$32.3M	405,244	−25,879	TRIM
249	DELTA ASSET MANAGEMENT LLC/TN	$32.3M	405,187	−6,683	TRIM
250	Walleye Capital LLC	$32.2M	404,341	+401,636	ADD
251	NISSAY ASSET MANAGEMENT CORP /JAPAN	$32.1M	402,593	−6,510	TRIM
252	Allworth Financial LP	$31.5M	396,193	−3,154	TRIM
253	Callodine Capital Management, LP	$31.5M	395,970	+294,470	ADD
254	Vanguard Personalized Indexing Management, LLC	$31.5M	395,478	−17,033	TRIM
255	BRAUN STACEY ASSOCIATES INC	$30.7M	386,044	−8,118	TRIM
256	AIA Group Ltd	$30.7M	385,894	+62,001	ADD
257	Allspring Global Investments Holdings, LLC	$30.7M	381,154	−142,595	TRIM
258	BlueCrest Capital Management Ltd	$30.4M	382,096	−262,997	TRIM
259	YOUSIF CAPITAL MANAGEMENT, LLC	$30.1M	377,612	−20,966	TRIM
260	Capital International, Inc./CA/	$29.9M	375,815	+16,245	ADD
261	Schonfeld Strategic Advisors LLC	$29.8M	374,733	+374,733	NEW
262	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$29.4M	374,334	+41,105	ADD
263	Robeco Institutional Asset Management B.V.	$29.3M	368,238	−75,575	TRIM
264	FIRST MANHATTAN CO. LLC.	$29.2M	366,723	−2,751	TRIM
265	LGT Group Foundation	$28.2M	354,587	+11,719	ADD
266	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$28.2M	354,151	−5,349	TRIM
267	Epoch Investment Partners, Inc.	$27.7M	348,420	−10,555	TRIM
268	Azimuth Capital Investment Management LLC	$27.5M	345,910	−176,988	TRIM
269	ProVise Management Group, LLC	$27.4M	343,949	−8,252	TRIM
270	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$27.3M	343,377	+92,047	ADD
271	Davis Asset Management, L.P.	$26.9M	337,969	+337,969	NEW
272	M&T BANK CORP	$26.6M	333,776	−19,162	TRIM
273	Steigerwald, Gordon & Koch Inc.	$26.2M	328,638	−365	TRIM
274	Harvest Portfolios Group Inc.	$26.1M	327,226	+8,295	ADD
275	OLD NATIONAL BANCORP /IN/	$25.9M	325,725	−13,139	TRIM
276	OP Asset Management Ltd	$25.9M	325,393	—	NO PRIOR
277	SIRIOS CAPITAL MANAGEMENT L P	$25.9M	325,242	+830	ADD
278	Zurich Insurance Group Ltd/FI	$25.3M	317,646	−321,332	TRIM
279	Illinois Municipal Retirement Fund	$25.0M	313,790	−16,486	TRIM
280	ASR Vermogensbeheer N.V.	$25.0M	313,481	+5,664	ADD
281	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.5M	307,848	−43,801	TRIM
282	CITIZENS FINANCIAL GROUP INC/RI	$24.4M	306,925	−3,219	TRIM
283	Dana Investment Advisors, Inc.	$24.1M	302,977	−19,875	TRIM
284	BROWN ADVISORY INC	$24.0M	301,403	+13,873	ADD
285	Sequoia Financial Advisors, LLC	$23.8M	298,915	−87	TRIM
286	AustralianSuper Pty Ltd	$23.7M	297,083	−368,692	TRIM
287	Investment Management Corp of Ontario	$23.5M	295,609	−748	TRIM
288	FEDERATED HERMES, INC.	$23.1M	290,081	−6,989	TRIM
289	PRUDENTIAL PLC	$22.7M	285,636	+82,787	ADD
290	Cresset Asset Management, LLC	$22.7M	284,771	−11,909	TRIM
291	EP Wealth Advisors, LLC	$22.3M	280,609	−8,314	TRIM
292	GUGGENHEIM CAPITAL LLC	$22.1M	278,008	−54,515	TRIM
293	Steward Partners Investment Advisory, LLC	$21.9M	275,079	+18,169	ADD
294	SP Asset Management LLC	$21.7M	272,432	−756	TRIM
295	Tidal Investments LLC	$21.7M	275,612	+140,051	ADD
296	HANCOCK WHITNEY CORP	$21.7M	263,463	−12,974	TRIM
297	Powszechne Towarzystwo Emerytalne Allianz Polska S.A.	$21.5M	270,000	0	NO CHANGE
298	Artemis Investment Management LLP	$21.3M	268,074	−382,409	TRIM
299	Groupe la Francaise	$21.3M	268,015	0	NO CHANGE
300	Rempart Asset Management Inc.	$21.1M	265,607	−23,098	TRIM
301	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$21.0M	263,683	−217,499	TRIM
302	TODD ASSET MANAGEMENT LLC	$21.0M	263,652	−33,949	TRIM
303	NS Partners Ltd	$20.9M	262,818	+262,818	NEW
304	Orion Porfolio Solutions, LLC	$20.7M	259,566	−11,768	TRIM
305	Atria Investments, Inc	$20.3M	255,573	−23,587	TRIM
306	Harbor Island Capital LLC	$20.2M	254,192	0	NO CHANGE
307	ArrowMark Colorado Holdings LLC	$20.2M	253,860	−32,600	TRIM
308	S&G Foundation	$20.2M	253,314	—	NO PRIOR
309	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$20.0M	251,378	−2,400	TRIM
310	LOUNTZIS ASSET MANAGEMENT, LLC	$19.5M	245,031	−643	TRIM
311	SCOTIA CAPITAL INC.	$19.2M	241,760	−9,878	TRIM
312	Vest Financial, LLC	$19.2M	241,043	+183,062	ADD
313	Lido Advisors, LLC	$19.2M	240,951	−23,588	TRIM
314	MIZUHO MARKETS AMERICAS LLC	$19.1M	240,000	0	NO CHANGE
315	EDGAR LOMAX CO/VA	$19.1M	239,785	+101,990	ADD
316	BERKSHIRE ASSET MANAGEMENT LLC/PA	$18.9M	237,109	−342	TRIM
317	Callan Family Office, LLC	$18.7M	234,423	−11,418	TRIM
318	KLCM Advisors, Inc.	$18.6M	233,920	+11,180	ADD
319	OMERS ADMINISTRATION Corp	$18.6M	233,302	+43,416	ADD
320	Private Advisor Group, LLC	$18.4M	231,436	−3,344	TRIM
321	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$18.4M	230,847	+11,319	ADD
322	Aware Super Pty Ltd as trustee of Aware Super	$18.0M	226,394	—	NO PRIOR
323	Chesley Taft & Associates LLC	$17.6M	221,240	−2,274	TRIM
324	HUB Investment Partners, LLC	$17.6M	220,549	+8,972	ADD
325	D.A. DAVIDSON & CO.	$17.4M	218,965	−2,300	TRIM
326	MEYER HANDELMAN CO	$17.4M	218,261	−150	TRIM
327	MATRIX ASSET ADVISORS INC/NY	$17.2M	216,482	−274	TRIM
328	GRIFFIN ASSET MANAGEMENT, INC.	$17.2M	215,576	−4,056	TRIM
329	IEQ CAPITAL, LLC	$17.1M	215,233	−110,090	TRIM
330	MANNING & NAPIER ADVISORS LLC	$17.0M	213,143	−19,696	TRIM
331	Jain Global LLC	$16.8M	210,921	+188,632	ADD
332	Kestra Advisory Services, LLC	$16.8M	210,440	+5,164	ADD
333	OpenArc Corporate Advisory, LLC	$16.5M	207,643	+21,811	ADD
334	NFJ INVESTMENT GROUP, LLC	$16.5M	207,564	−32,947	TRIM
335	B. Metzler seel. Sohn & Co. AG	$16.5M	207,454	+13,038	ADD
336	Osmosis Investment Management UK Ltd	$16.4M	205,772	−30,259	TRIM
337	OFI INVEST ASSET MANAGEMENT	$16.3M	234,791	−723,106	TRIM
338	MARKEL GROUP INC.	$16.3M	204,450	0	NO CHANGE
339	Elo Mutual Pension Insurance Co	$16.2M	203,138	−18,321	TRIM
340	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$16.1M	202,770	+202,770	NEW
341	Prospera Financial Services Inc	$16.0M	201,564	−488	TRIM
342	Danica Pension, Livsforsikringsaktieselskab	$16.0M	201,378	+201,378	NEW
343	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$16.0M	201,283	+135,344	ADD
344	MOODY LYNN LIEBERSON & WALKER, LLC	$15.6M	196,496	+9,028	ADD
345	OPPENHEIMER ASSET MANAGEMENT INC.	$15.5M	194,847	+6,907	ADD
346	TD Waterhouse Canada Inc.	$15.5M	192,602	+80,260	ADD
347	MAI Capital Management	$15.5M	194,173	+15,072	ADD
348	&PARTNERS	$15.3M	192,563	+24,478	ADD
349	CHOREO, LLC	$15.2M	191,220	−5,104	TRIM
350	S-Bank Fund Management Ltd	$15.2M	191,127	+49,586	ADD
351	ABN AMRO INVESTMENT SOLUTIONS	$15.1M	189,170	−32,108	TRIM
352	MIZUHO SECURITIES USA LLC	$14.9M	186,961	−41,607	TRIM
353	SAPIENT CAPITAL LLC	$14.9M	186,652	−145,872	TRIM
354	Ashton Thomas Private Wealth, LLC	$14.6M	183,114	−16,007	TRIM
355	BRANDYWINE TRUST CO	$14.5M	181,904	−26,412	TRIM
356	CONNORS INVESTOR SERVICES INC	$14.4M	180,319	−50,510	TRIM
357	EXCHANGE TRADED CONCEPTS, LLC	$14.4M	180,268	+149,256	ADD
358	Calamos Wealth Management LLC	$14.3M	179,896	+4,471	ADD
359	PINNACLE ASSOCIATES LTD	$14.2M	178,318	−1,261	TRIM
360	Norinchukin Bank, The	$14.1M	177,001	−1,219	TRIM
361	HARTFORD INVESTMENT MANAGEMENT CO	$14.0M	176,160	−5,190	TRIM
362	Freestone Capital Holdings, LLC	$13.9M	174,539	+7,404	ADD
363	ALPINE WOODS CAPITAL INVESTORS, LLC	$13.9M	174,191	−4,000	TRIM
364	Gradient Investments LLC	$13.7M	172,589	+5,201	ADD
365	Waverly Advisors, LLC	$13.6M	170,803	+5,120	ADD
366	Y-Intercept (Hong Kong) Ltd	$13.4M	168,758	+9,518	ADD
367	Merit Financial Group, LLC	$13.4M	168,726	+253	ADD
368	ALLIANZ SE	$13.4M	167,775	−39,150	TRIM
369	Channing Capital Management, LLC	$13.2M	165,230	+21,464	ADD
370	GROUPAMA ASSET MANAGMENT	$13.0M	163,490	+16,511	ADD
371	Patriot Financial Group Insurance Agency, LLC	$12.9M	161,746	+88,594	ADD
372	Trajan Wealth LLC	$12.8M	160,351	+24,562	ADD
373	Adams Asset Advisors, LLC	$12.7M	159,768	0	NO CHANGE
374	SKBA CAPITAL MANAGEMENT LLC	$12.6M	158,150	−500	TRIM
375	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$12.5M	157,008	+139,738	ADD
376	Maryland State Retirement & Pension System	$12.4M	155,725	−1,891	TRIM
377	Consilium Wealth Advisory, LLC	$12.3M	154,496	−11,906	TRIM
378	Wedmont Private Capital	$12.2M	144,393	−14,286	TRIM
379	BTC Capital Management, Inc.	$12.2M	153,089	+7,041	ADD
380	Vident Advisory, LLC	$12.2M	153,001	+17,925	ADD
381	UMB Bank, n.a.	$12.0M	150,885	−4,102	TRIM
382	BOKF, NA	$12.0M	150,708	+3,071	ADD
383	FARMERS & MERCHANTS INVESTMENTS INC	$12.0M	150,158	−6,753	TRIM
384	Lombard Odier Asset Management (Switzerland) SA	$11.9M	150,014	+22,200	ADD
385	RBF Capital, LLC	$11.9M	150,000	−150,000	TRIM
386	Metis Global Partners, LLC	$11.6M	146,308	−6,320	TRIM
387	Ategra Capital Management, LLC	$11.5M	144,410	+138,410	ADD
388	HB Wealth Management, LLC	$11.5M	144,344	+3,053	ADD
389	Perigon Wealth Management, LLC	$11.4M	143,712	−4,127	TRIM
390	Legacy Private Trust Co.	$11.3M	142,110	+6,917	ADD
391	CREDIT AGRICOLE S A	$11.2M	140,485	−856,937	TRIM
392	GLENMEDE TRUST CO NA	$11.1M	139,809	−498	TRIM
393	Poehling Capital Management, INC.	$11.0M	137,815	−597	TRIM
394	Veridan Wealth LLC	$10.9M	137,065	0	NO CHANGE
395	HOEY INVESTMENTS, INC	$10.9M	136,917	−5,275	TRIM
396	MUFG Securities EMEA plc	$10.8M	135,486	−345,490	TRIM
397	PRINCIPAL SECURITIES, INC.	$10.6M	133,254	−14,162	TRIM
398	Vise Technologies, Inc.	$10.6M	113,487	0	NO CHANGE
399	Voleon Capital Management LP	$10.6M	132,674	+16,607	ADD
400	NEW ENGLAND ASSET MANAGEMENT INC	$10.5M	131,365	0	NO CHANGE
401	NorthCrest Asset Manangement, LLC	$10.2M	126,991	−51,143	TRIM
402	RiverFront Investment Group, LLC	$10.2M	128,188	+6,281	ADD
403	Marble Harbor Investment Counsel, LLC	$10.2M	127,944	−2,260	TRIM
404	Eldred Rock Partners, LLC	$10.2M	127,868	+1,466	ADD
405	LGT Fund Management Co Ltd.	$10.1M	126,992	+62,764	ADD
406	Curi Capital, LLC	$10.1M	126,964	−4,249	TRIM
407	KESTRA PRIVATE WEALTH SERVICES, LLC	$10.0M	126,041	−7,794	TRIM
408	AG2R LA MONDIALE GESTION D'ACTIFS	$10.0M	125,771	−1,241	TRIM
409	Blume Capital Management, Inc.	$10.0M	125,517	+630	ADD
410	Dorsey & Whitney Trust CO LLC	$9.8M	123,486	−13,260	TRIM
411	ING GROEP NV	$9.8M	123,356	−4,265	TRIM
412	World Investment Advisors	$9.8M	122,522	+4,714	ADD
413	Talbot Financial, LLC	$9.7M	122,362	+4,732	ADD
414	Empirical Finance, LLC	$9.7M	122,352	−479	TRIM
415	Clearstead Advisors, LLC	$9.7M	122,210	+14,378	ADD
416	Dai-ichi Life Insurance Company, Ltd	$9.6M	121,200	−6,822	TRIM
417	Pinnacle Financial Partners, Inc.	$9.6M	120,878	+5,081	ADD
418	Aquatic Capital Management LLC	$9.6M	120,744	+120,744	NEW
419	PFG Advisors	$9.5M	118,872	+107,989	ADD
420	DCM Advisors, LLC	$9.3M	116,640	−563	TRIM
421	CAPSTONE INVESTMENT ADVISORS, LLC	$9.3M	116,357	+100,567	ADD
422	Saudi Central Bank	$9.2M	115,867	+115,867	NEW
423	GLOBALT Investments LLC / GA	$9.2M	115,180	−5,386	TRIM
424	MGO ONE SEVEN LLC	$9.1M	114,544	+18,244	ADD
425	Marathon Asset Management Ltd	$9.0M	113,444	+113,444	NEW
426	Glenview Trust Co	$9.0M	113,198	−11,382	TRIM
427	Summit Financial, LLC	$9.0M	112,831	−40,685	TRIM
428	TOKIO MARINE ASSET MANAGEMENT CO LTD	$9.0M	112,444	+3,559	ADD
429	Uncommon Cents Investing LLC	$8.9M	111,414	−405	TRIM
430	Sicart Associates LLC	$8.8M	110,732	−1,200	TRIM
431	Canada Post Corp Registered Pension Plan	$8.8M	110,474	−77,278	TRIM
432	Clearbridge Investments, LLC	$8.8M	110,230	−1,293	TRIM
433	Goelzer Investment Management, Inc.	$8.7M	109,547	+3,907	ADD
434	Summit Trail Advisors, LLC	$8.7M	109,407	+2,842	ADD
435	Alyeska Investment Group, L.P.	$8.7M	108,745	+108,745	NEW
436	TRITONPOINT WEALTH, LLC	$8.6M	108,531	−2,851	TRIM
437	Walleye Trading LLC	$8.6M	108,503	+36,551	ADD
438	Savant Capital, LLC	$8.6M	108,446	+5,680	ADD
439	CALIFORNIA FIRST LEASING CORP	$8.5M	106,400	0	NO CHANGE
440	Taikang Asset Management (Hong Kong) Co Ltd	$8.4M	105,857	+55,942	ADD
441	Caprock Group, LLC	$8.4M	105,592	−7,442	TRIM
442	DKRT Investments Corp.	$8.4M	105,000	0	NO CHANGE
443	INTECH INVESTMENT MANAGEMENT LLC	$8.3M	104,452	−119,160	TRIM
444	BAXTER BROS INC	$8.3M	103,752	−415	TRIM
445	Atlantic Union Bankshares Corp	$8.2M	103,246	−80,749	TRIM
446	Sowell Financial Services LLC	$8.2M	103,235	−2,880	TRIM
447	Banque Cantonale Vaudoise	$8.2M	102,987	+9,169	ADD
448	Unisphere Establishment	$8.0M	100,900	+100,900	NEW
449	Oliver Luxxe Assets LLC	$8.0M	100,649	+2,286	ADD
450	YACKTMAN ASSET MANAGEMENT LP	$8.0M	100,437	−1,882	TRIM
451	Bleakley Financial Group, LLC	$8.0M	100,185	+5,250	ADD
452	Kingsview Wealth Management, LLC	$7.9M	99,393	+2,259	ADD
453	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$7.9M	98,955	−1,345	TRIM
454	CAISSE DES DEPOTS ET CONSIGNATIONS	$7.8M	98,572	+37,462	ADD
455	Hilton Capital Management, LLC	$7.8M	98,541	+2,609	ADD
456	Western Financial Corp/CA	$7.8M	98,138	+1,682	ADD
457	BURNEY CO/	$7.7M	97,318	+1,399	ADD
458	NorthCoast Asset Management LLC	$7.7M	96,473	+29,109	ADD
459	NOMURA HOLDINGS INC	$7.6M	95,780	+52,112	ADD
460	Stratos Wealth Partners, LTD.	$7.6M	94,933	−16,496	TRIM
461	Quantbot Technologies LP	$7.5M	94,810	+94,810	NEW
462	Equitable Holdings, Inc.	$7.5M	85,136	+30,109	ADD
463	Weiss Asset Management LP	$7.5M	94,200	−47,369	TRIM
464	Optiver Holding B.V.	$7.5M	94,113	−86,161	TRIM
465	Siemens Fonds Invest GmbH	$7.4M	93,110	−3,528	TRIM
466	MUFG SECURITIES AMERICAS INC.	$7.4M	93,043	+1,161	ADD
467	Assenagon Asset Management S.A.	$7.4M	92,612	−3,681	TRIM
468	HUTCHINSON CAPITAL MANAGEMENT/CA	$7.4M	92,364	−2,065	TRIM
469	FIRST NATIONAL BANK OF OMAHA	$7.3M	92,946	−1,465	TRIM
470	SALZHAUER MICHAEL	$7.3M	142,860	+60,400	ADD
471	North Dakota State Investment Board	$7.3M	91,089	−19,532	TRIM
472	WOLVERINE ASSET MANAGEMENT LLC	$7.2M	90,911	+90,911	NEW
473	Cohen Klingenstein LLC	$7.2M	90,900	0	NO CHANGE
474	QUADRANT CAPITAL GROUP LLC	$7.2M	90,191	−3,170	TRIM
475	DMKC Advisory Services, LLC	$7.1M	88,887	+2,394	ADD
476	ALERUS FINANCIAL NA	$7.0M	88,554	−2,810	TRIM
477	WESTFIELD CAPITAL MANAGEMENT CO LP	$7.0M	87,713	+771	ADD
478	EAGLE CAPITAL MANAGEMENT LLC	$6.9M	86,972	−9,305	TRIM
479	Monte Financial Group, LLC	$6.9M	86,726	−6,177	TRIM
480	Transamerica Financial Advisors, LLC	$6.9M	86,432	−3,898	TRIM
481	Tower Research Capital LLC (TRC)	$6.8M	85,891	+2,526	ADD
482	RITHOLTZ WEALTH MANAGEMENT	$6.8M	85,832	−503	TRIM
483	HENNESSY ADVISORS INC	$6.8M	85,700	+1,700	ADD
484	MISSION WEALTH MANAGEMENT, LP	$6.8M	85,569	+794	ADD
485	OneDigital Investment Advisors LLC	$6.8M	85,119	+10,332	ADD
486	STEPHENS INC /AR/	$6.8M	83,680	−3,528	TRIM
487	CULBERTSON A N & CO INC	$6.7M	84,621	−990	TRIM
488	E. Ohman J:or Asset Management AB	$6.7M	84,594	−4,600	TRIM
489	WCG Wealth Advisors LLC	$6.7M	84,573	−13,654	TRIM
490	SECURIAN ASSET MANAGEMENT, INC	$6.7M	83,897	−1,460	TRIM
491	Stratos Investment Management, LLC	$6.7M	83,819	+32,542	ADD
492	Gotham Asset Management, LLC	$6.5M	81,481	−21,426	TRIM
493	Gibraltar Capital Management, Inc.	$6.4M	80,551	−970	TRIM
494	HM PAYSON & CO	$6.4M	80,277	−137,483	TRIM
495	COLDSTREAM CAPITAL MANAGEMENT INC	$6.4M	80,218	+5,904	ADD
496	JONES FINANCIAL COMPANIES LLLP	$6.4M	80,009	+13,323	ADD
497	Providence Capital Advisors, LLC	$6.3M	79,756	+68,700	ADD
498	Atom Investors LP	$6.3M	79,579	+71,678	ADD
499	Mill Capital Management, LLC	$6.3M	79,494	−2,000	TRIM
500	ELEVATION POINT WEALTH PARTNERS, LLC	$6.3M	79,206	+63,614	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WFC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Mitch McConnell R–KY $16K–$65K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Tudor Investment Corp, Caxton Associates $108M held
Trimming: 2 Bridgewater Associates, Gotham Asset Management $81.5M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WELLS FARGO CO NEW

Merged timeline of congressional filings and notable-manager moves on WFC
Date	Who	Change	Size
2026-09-21	Mitch McConnell Congress	BUY	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	NEW	+1,330,271 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−198,960 sh
2026-05-15	Gotham Asset Management 13F	TRIM	−21,426 sh
2026-05-14	Caxton Associates 13F	ADD	+11,827 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

56 members of Congress disclosed WFC — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).