Arkolith/Funds/Wells Fargo & Company

Wells Fargo & Company

CIK 72971Bank / broker
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Inactive

Wells Fargo & Company holds a diversified book of 6531 stocks worth $501.3B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Nvidia Corp. Their largest long position is Apple Inc at 3% of the equity book. They also disclosed $18.5B in put options (a bearish bet) and $10.6B in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show WELLS FARGO & COMPANY/MN's latest
holdings, largest changes, and filing provenance.
Opened
530
new positions
Added to
2,205
existing
Trimmed
3,366
reduced
Sold out
290
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
30%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

57% mapped to company sectors

ETF / fund or unclassified
43%
Information Technology
20%
Financials
9%
Consumer Discretionary
6%
Industrials
6%
Health Care
5%
Utilities
3%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

6,531 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$14.9B58.74M
3.0%
+0.8%
Added · +460K sh
2Ishares TR
CORE S&P500 ETF
$12.8B19.58M
2.6%
+3.9%
Added · +726K sh
3Microsoft Corp
COM
$12.3B33.33M
2.5%
+0.6%
Added · +184K sh
4Nvidia Corporation
COM
$9.9B56.96M
2.0%
−9.5%
Reduced · −6.0M sh
5Ishares TR
CORE S&P TTL STK
$9.4B65.97M
1.9%
+3.2%
Added · +2.1M sh
6Alphabet Inc
CAP STK CL A
$8.0B27.81M
1.6%
−3.9%
Reduced · −1.1M sh
7Vanguard Index FDS
MID CAP ETF
$8.0B27.77M
1.6%
+3.0%
Added · +806K sh
8Broadcom Inc
COM
$7.9B25.69M
1.6%
+7.4%
Added · +1.8M sh
9Ishares TR
CORE MSCI EAFE
$7.7B85.18M
1.5%
+7.7%
Added · +6.1M sh
10Amazon Com Inc
COM
$7.3B35.02M
1.5%
+9.2%
Added · +2.9M sh
11JPMorgan Chase & Co
COM
$6.8B23.00M
1.3%
−0.4%
Reduced · −85K sh
12Ishares TR
CORE US AGGBD ET
$6.3B63.70M
1.3%
+4.8%
Added · +2.9M sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$6.1B9.42M
1.2%
−55%
Reduced · −11.6M sh
14Ishares Inc
CORE MSCI EMKT
$6.1B87.38M
1.2%
+14%
Added · +10.7M sh
15Meta Platforms Inc
CL A
$5.5B9.66M
1.1%
+3.2%
Added · +297K sh
16Alphabet Inc
CAP STK CL C
$5.2B18.01M
1.0%
+2.0%
Added · +356K sh
17Ishares TR
RUS MID CAP ETF
$4.2B42.83M
0.8%
+2.7%
Added · +1.1M sh
18Johnson & Johnson
COM
$4.1B16.93M
0.8%
−5.2%
Reduced · −920K sh
19Eli Lilly & Co
COM
$4.1B4.41M
0.8%
+1.7%
Added · +73K sh
20Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.9B61.39M
0.8%
−4.5%
Reduced · −2.9M sh
21Invesco QQQ TR
UNIT SER 1
$3.8B6.50M
0.7%
−14%
Reduced · −1.0M sh
22Vanguard Index FDS
S&P 500 ETF SHS
$3.7B6.25M
0.7%
+1.2%
Added · +73K sh
23Chevron Corporation
COM
$3.7B18.04M
0.7%
+4.3%
Added · +751K sh
24Walmart Inc
COM
$3.6B29.28M
0.7%
+3.2%
Added · +920K sh
25Ishares TR
CORE S&P MCP ETF
$3.6B53.51M
0.7%
+2.2%
Added · +1.1M sh
26Goldman Sachs ETF TR
ACTIVEBETA US LG
$3.5B28.09M
0.7%
+0.3%
Added · +75K sh
27Costco Wholesale Corporation
COM
$3.1B3.11M
0.6%
+2.2%
Added · +68K sh
28Select Sector SPDR TR
STATE STREET TEC
$3.1B23.32M
0.6%
+2.5%
Added · +572K sh
29Cisco Sys Inc
COM
$3.0B38.48M
0.6%
−0.1%
Reduced · −29K sh
30Analog Devices Inc
COM
$2.7B8.37M
0.5%
−1.9%
Reduced · −166K sh
31NextEra Energy Inc
COM
$2.6B28.49M
0.5%
−1.7%
Reduced · −486K sh
32Phillips 66
COM
$2.5B13.79M
0.5%
−2.6%
Reduced · −365K sh
33Visa Inc
COM CL A
$2.5B8.26M
0.5%
+2.0%
Added · +159K sh
34Amgen Inc
COM
$2.5B7.09M
0.5%
−0.3%
Reduced · −23K sh
35McDonalds Corp
COM
$2.5B7.97M
0.5%
+0.8%
Added · +66K sh
36Berkshire Hathaway Inc Del
CL B NEW
$2.5B5.12M
0.5%
−0.3%
Reduced · −14K sh
37BlackRock Inc
COM
$2.4B2.48M
0.5%
−1.0%
Reduced · −25K sh
38Ishares TR
RUSSELL 2000 ETF
$2.4B9.56M
0.5%
−21%
Reduced · −2.6M sh
39Vanguard Specialized Funds
DIV APP ETF
$2.3B10.79M
0.5%
−0.2%
Reduced · −23K sh
40Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$2.3B42.92M
0.5%
−6.7%
Reduced · −3.1M sh
41Ishares TR
CORE UNIVRSL USD
$2.3B49.56M
0.5%
+3.4%
Added · +1.6M sh
42Exxon Mobil Corp
COM
$2.2B13.00M
0.4%
+0.1%
Added · +11K sh
43Select Sector SPDR TR
STATE STREET FIN
$2.2B43.83M
0.4%
+12%
Added · +4.8M sh
44Vanguard BD Index FDS
INTERMED TERM
$2.1B27.76M
0.4%
+8.8%
Added · +2.2M sh
45Procter & Gamble Co
COM
$2.1B14.37M
0.4%
+4.0%
Added · +555K sh
46Lowes Cos Inc
COM
$2.1B8.75M
0.4%
−2.5%
Reduced · −227K sh
47Mastercard Incorporated
CL A
$2.0B3.98M
0.4%
+44%
Added · +1.2M sh
48Home Depot Inc
COM
$2.0B5.99M
0.4%
+2.5%
Added · +144K sh
49Abbvie Inc
COM
$1.9B8.91M
0.4%
−2.6%
Reduced · −238K sh
50Vanguard Index FDS
GROWTH ETF
$1.9B4.43M
0.4%
+2.4%
Added · +104K sh
Showing 50 of 6,531 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$18.5B
Call notional (bullish)$10.6B
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishISHARES RUSSELL 2000 ETFIWM$2.3B9.2M
PUT · bearishISHR IBX USD HIYLD CB ETF-UIHYG$2.0B25.1M
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$1.9B3.3M
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$1.7B2.7M
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$1.7B2.9M
CALL · bullishISHARES RUSSELL 2000 ETFIWM$1.4B5.7M
PUT · bearishSEAGATE TECHNOLOGY HOLDINGSSTX$1.3B3.2M
PUT · bearishWESTERN DIGITAL CORPWDC$1.1B4.0M
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$819.4M1.3M
PUT · bearishISHARES MSCI EMERGING MARKETEEM$791.4M13.9M
CALL · bullishISHR IBX USD HIYLD CB ETF-UIHYG$689.8M8.7M
PUT · bearishAPPLE INCAAPL$685.7M2.7M
PUT · bearishAPOLLO GLOBAL MANAGEMENT INCAPO$657.4M5.9M
PUT · bearishNVIDIA CORPNVDA$567.8M3.3M
PUT · bearishELI LILLY & COLLY$471.6M513K
PUT · bearishAMAZON.COM INCAMZN$452.3M2.2M
CALL · bullishAPOLLO GLOBAL MANAGEMENT INCAPO$406.5M3.6M
PUT · bearishISHARES MSCI EAFE ETFEFA$343.8M3.5M
PUT · bearishSS ENERGY SELECT SECTORXLE$267.1M4.4M
CALL · bullishISHARES MSCI EAFE ETFEFA$255.4M2.6M
CALL · bullishSNOWFLAKE INCSNOW$226.2M1.5M
CALL · bullishISHR IBX USD INVGD CB ETF-UILQD$223.4M2.0M
CALL · bullishCHEVRON CORPCVX$223.2M1.1M
PUT · bearishSS FINANCIAL SELECT SECTORXLF$219.9M4.5M
CALL · bullishAMAZON.COM INCAMZN$204.6M982K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 439 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 202617,971$530.3B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202617,860$549.1B13F-HR
Q3 2025Sep 30, 2025Nov 13, 202517,814$526.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202517,891$483.4B13F-HR
Q1 2025Mar 31, 2025May 13, 202517,507$440.3B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202517,130$443.4B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202417,223$441.7B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202417,489$412.5B13F-HR
Q1 2024Mar 31, 2024May 10, 202418,593$415.1B13F-HR
Q4 2023Dec 31, 2023Feb 9, 202418,977$383.3B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202319,057$341.3B13F-HR
Q2 2023Jun 30, 2023Aug 15, 202319,268$362.4B13F-HR
Q1 2023Mar 31, 2023May 12, 202319,151$347.3B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202318,692$333.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202219,431$306.9B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202219,936$323.2B13F-HR
Q1 2022Mar 31, 2022May 16, 202219,952$389.9B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202221,196$400.6B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202121,907$455.1B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202121,668$456.3B13F-HR
Q1 2021Mar 31, 2021May 13, 202121,599$443.9B13F-HR
Q4 2020Dec 31, 2020Feb 9, 202121,418$415.7B13F-HR
Q3 2020Sep 30, 2020Nov 5, 202021,064$362.1B13F-HR
Q2 2020Jun 30, 2020Aug 13, 202020,884$343.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.