13F-HR ·Filed Aug 14, 2026

WFC

WELLS FARGO & COMPANY/MN
NEUTRAL
Impact 3/10
Horizonmonths Processed1mo ago SEC0000072971-26-000304
13F from Wells Fargo (mega_passive)
Actionable Insight • Neutral

This 13F is a backward-looking snapshot with no actionable signals without prior-quarter data. Monitor for future filings or earnings releases that may reveal changes in Wells Fargo's investment strategy.

DirectionNeutral
Confidencelow
Horizonmonths
Latest settled — T+20d
WFC ▼ -0.12% at T+20d
NEUTRAL call ✗ call lost -0.12% · α vs SPY +1.87% · entry $88.82 → $88.71
Next anchor: T+60d in 5w
Latest observation: T+31 -11.20% FF3 residual α
Entry anchored
Aug 14, 01:40 PM ET
via exact tick
T+1d
-1.44%
call -1.44% · α -0.97%
$87.54
settled 7w ago
T+5d
-5.63%
call -5.63% · α -4.27%
$83.82
settled 6w ago
T+20d
-0.12%
call -0.12% · α +1.87%
$88.71
settled 18d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

Wells Fargo's 13F-HR filing for the quarter ended June 30, 2026, discloses its equity holdings as of that date. Without prior-quarter comparison data in the provided document, no portfolio turnover or new/closed positions can be identified. The filing is a routine quarterly disclosure by a major bank holding company.

Key Facts

  • Filing date: August 14, 2026, for period ending June 30, 2026
  • Combined filing by six Wells Fargo reporting subsidiaries
  • Total reported holdings value approximately $617.4 billion (based on aggregate line-item sums visible in document metadata)
  • No quarter-over-quarter comparison available in the provided document text

Financial Impact

No material financial impact identified from the filing content itself

Risk Factors

  • Incomplete data prevents identification of portfolio shifts
  • No insight into sector rotation or significant position changes

Market Snapshot

Exchange
NYSE
Sector
National Commercial Banks
Analyst Consensus
67% bullish (30 analysts)

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
13F-HR Filing (Primary)0000072971-26-000304
Document: 0000072971-26-000304-index.html0000072971-26-000304
Document: 0000072971-26-000304.txt0000072971-26-000304
79 reports for WFC
Performance horizon
63% Hit rate 5 of 8 directional calls best @ T+60▲ +16.50%May 12, 2026
Filters
Rows
Reports for WFC — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
Court Ruling
NEUTRAL ★ 1/10
$88.71 $86.54▼ −2.45%▼ −2.55%$80.21 (−9.58%)
Sep 14, 2026
18d ago
Court Ruling
NEUTRAL ★ 1/10
$88.71 $86.54▼ −2.45%▼ −2.55%$80.21 (−9.58%)
Sep 14, 2026
18d ago
Court Ruling
NEUTRAL ★ 5/10
$88.71 $86.54▼ −2.45%▼ −2.55%$80.21 (−9.58%)
Sep 11, 2026
21d ago
Court Ruling
NEUTRAL ★ 1/10
$90.29 $86.12▼ −4.62%▼ −4.40%$80.21 (−11.16%)
Sep 9, 2026
23d ago
Court Ruling
BULLISH ★ 7/10
$89.67 $87.05▼ −2.92%▼ −2.26%$80.21 (−10.55%)
Sep 8, 2026
24d ago
Court Ruling
NEUTRAL ★ 1/10
$87.96 $88.71▲ +0.85%▲ +1.52%$80.21 (−8.81%)
Aug 26, 2026
5w ago
Court Ruling
NEUTRAL ★ 2/10
$85.23 $89.27▲ +4.74%▲ +4.86%$80.21 (−5.89%)
Aug 25, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$84.79 $87.04▲ +2.65%▲ +3.19%$80.21 (−5.40%)
Aug 24, 2026
5w ago
Court Ruling
NEUTRAL ★ 1/10
$84.72 $86.39▲ +1.97%▲ +1.50%$80.21 (−5.32%)
Aug 21, 2026
6w ago
Court Ruling
NEUTRAL ★ 1/10
$83.84 $86.69▲ +3.40%▲ +2.93%$80.21 (−4.33%)
Showing 10 of 79

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