Wells Fargo & Company
WFC· NYSE
WFCWells Fargo & Company
Who holds Wells Fargo & Company, from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Marotta Asset Management | 35K | −0.2% | $2.8M | 0.5% | Oct 2, 2026 |
| Roxbury Financial LLC | 29K | +0.2% | $2.3M | 1.8% | Oct 1, 2026 |
| Boltwood Capital Management | 17.5K | +1.8% | $1.4M | 0.3% | Oct 2, 2026 |
| Montecito Bank & Trust | 10.2K | −0.6% | $814.8K | 0.1% | Oct 1, 2026 |
| Versant Capital Management, Inc | 9.2K | +31.4% | $737.5K | 0.1% | Oct 2, 2026 |
| First Financial Bank - Trust Division | 9K | −49.3% | $723.4K | 0.1% | Oct 1, 2026 |
| GLP Holdings LLLP | 7.1K | ±0% | $569.7K | 0.4% | Oct 2, 2026 |
| Doliver Advisors, LP | 6.4K | −6.9% | $513.4K | 0.1% | Oct 1, 2026 |
| First Citizens Financial Corp | 5.4K | −0.5% | $428.4K | 0.2% | Oct 2, 2026 |
| Coastline Trust Co | 4.6K | −34.1% | $366.6K | 0.1% | Oct 1, 2026 |
| Stonebridge Financial Group, LLC | 3.6K | +1.7% | $289.8K | 0.1% | Oct 1, 2026 |
| Hickory Point Bank & Trust | 2.7K | −3.6% | $216.1K | 0.1% | Oct 1, 2026 |
| Planning Strategies Inc. | 1.9K | +1.2% | $154.8K | 0.1% | Oct 2, 2026 |
| GoalVest Advisory LLC | 597 | +8.2% | $47.8K | 0.1% | Oct 2, 2026 |
| CX Institutional | 22.3K | +23.1% | $1.8K | 0.1% | Oct 2, 2026 |
| Sarver Vrooman Wealth Advisors | 5 | ±0% | $400 | 0.1% | Oct 1, 2026 |
| Noble Wealth Management PBC | 1 | −95.5% | $80 | 0% | Oct 1, 2026 |
