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WELLS FARGO & COMPANY/MN

Q4 2025 · Filed 2026-02-13
Market Value
$509.9B
+4.5%
Holdings
6,307
-25
New Purchases
221
Added To
3,619
Closed
205
Reduced
1,759
Top 10 Concentration
22.2%
Turnover
6.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 2.81% 1.41% +1.41% $14.4B
LLY 0.91% 0.50% +0.41% $4.7B
GOOGL 1.78% 1.44% +0.34% $9.1B
IEMG 1.01% 0.78% +0.23% $5.2B
GOOG 1.09% 0.88% +0.20% $5.5B
MICC 0.14% 0.00% +0.14% $689M
TOTB.DE 0.07% 0.00% +0.07% $364M
HGER 0.07% 0.00% +0.06% $351M
QQQ 0.91% 0.84% +0.06% $4.6B
GLDM 0.13% 0.08% +0.05% $676M
SPGI 0.33% 0.28% +0.05% $1.7B
AXP 0.39% 0.34% +0.05% $2.0B
MRK 0.23% 0.18% +0.05% $1.2B
CSCO 0.58% 0.54% +0.04% $3.0B
AMGN 0.46% 0.41% +0.04% $2.3B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.14% 3.58% -0.43% $16.0B
AGG 1.19% 1.31% -0.12% $6.1B
ORCL 0.22% 0.34% -0.11% $1.1B
LOW 0.42% 0.52% -0.10% $2.2B
HD 0.39% 0.49% -0.10% $2.0B
META 1.21% 1.30% -0.09% $6.2B
PAYX 0.14% 0.23% -0.09% $728M
COST 0.51% 0.60% -0.09% $2.6B
BLK 0.52% 0.60% -0.08% $2.7B
CVX 0.52% 0.59% -0.08% $2.6B
TSLA 0.42% 0.49% -0.08% $2.1B
NFLX 0.28% 0.36% -0.07% $1.4B
ADP 0.36% 0.43% -0.07% $1.8B
IREN 0.00% 0.08% -0.07% $17M
TTE 0.00% 0.07% -0.07% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 82 $215.8B 42.3%
Large Cap 1,082 $244.2B 47.9%
Mid Cap 1,456 $37.1B 7.3%
Small Cap 2,100 $11.7B 2.3%
Micro Cap 1,587 $1.1B 0.2%

Portfolio Analytics

Avg Market Cap
$18.6B
Median Market Cap
$1.2B
Avg P/E
30.8
Median P/E
18.0
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
3,980
# ETFs / Funds
2,328

Top Holdings (6,307 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.14% 33,149,320 $16.0B $483.62 -$1.4B -575,085 -1.7%
2 AAPL 3.11% 58,276,322 $15.8B $271.86 $569M -1,708,949 -2.9%
3 SPY 2.81% 21,047,116 $14.4B $681.92 $7.5B +10,739,731 +104.2%
4 IVV 2.53% 18,851,062 $12.9B $684.94 $364M +103,665 +0.6%
5 NVDA 2.30% 62,948,167 $11.7B $186.50 $584M +3,156,610 +5.3%
6 ITOT 1.86% 63,910,447 $9.5B $148.69 $299M +717,619 +1.1%
7 GOOGL 1.78% 28,932,442 $9.1B $313.00 $2.0B +92,076 +0.3%
8 AVGO 1.62% 23,909,474 $8.3B $346.10 $161M -684,238 -2.8%
9 VO 1.53% 26,968,673 $7.8B $290.22 $129M +763,756 +2.9%
10 JPM 1.46% 23,085,900 $7.4B $322.22 $113M -140,040 -0.6%
11 AMZN 1.45% 32,078,451 $7.4B $230.82 $435M +336,966 +1.1%
12 IEFA 1.39% 79,118,875 $7.1B $89.46 $423M +2,898,461 +3.8%
13 META 1.21% 9,357,923 $6.2B $660.09 -$187M +692,601 +8.0%
14 AGG 1.19% 60,790,726 $6.1B $99.88 -$329M -3,055,009 -4.8%
15 GOOG 1.09% 17,655,302 $5.5B $313.80 $1.2B -61,680 -0.3%
16 IEMG 1.01% 76,703,320 $5.2B $67.22 $1.4B +19,214,929 +33.4%
17 LLY 0.91% 4,332,655 $4.7B $1,074.68 $2.2B +1,109,230 +34.4%
18 QQQ 0.91% 7,526,685 $4.6B $614.31 $507M +670,392 +9.8%
19 VEA 0.79% 64,314,341 $4.0B $62.47 $214M +828,196 +1.3%
20 IWR 0.79% 41,686,088 $4.0B $96.27 $127M +1,438,369 +3.6%
21 VOO 0.76% 6,174,290 $3.9B $627.13 $285M +317,061 +5.4%
22 GSLC 0.73% 28,018,723 $3.7B $132.37 $81M +172,810 +0.6%
23 JNJ 0.72% 17,845,244 $3.7B $206.95 $272M -607,430 -3.3%
24 IJH 0.68% 52,370,849 $3.5B $66.00 $30M -133,621 -0.2%
25 XLK 0.64% 22,749,442 $3.3B $143.97 $15M +11,183,308 +96.7%
26 WMT 0.62% 28,362,202 $3.2B $111.41 $245M +74,494 +0.3%
27 IWM 0.59% 12,130,909 $3.0B $246.16 -$199M -1,031,844 -7.8%
28 CSCO 0.58% 38,513,740 $3.0B $77.03 $343M +169,285 +0.4%
29 V 0.56% 8,099,872 $2.8B $350.71 $77M +4,222 +0.1%
30 BLK 0.52% 2,500,944 $2.7B $1,070.34 -$269M -25,791 -1.0%
31 CVX 0.52% 17,287,635 $2.6B $152.41 -$262M -1,366,396 -7.3%
32 COST 0.51% 3,044,010 $2.6B $862.34 -$305M -121,910 -3.9%
33 BRK-B 0.51% 5,129,735 $2.6B $502.65 $16M +33,061 +0.7%
34 VWO 0.48% 45,987,620 $2.5B $53.76 $35M +1,001,375 +2.2%
35 MCD 0.47% 7,903,132 $2.4B $305.63 -$7M -69,207 -0.9%
36 VIG 0.47% 10,814,160 $2.4B $219.78 $92M +228,122 +2.1%
37 AMGN 0.46% 7,110,693 $2.3B $327.31 $308M -46,680 -0.7%
38 NEE 0.46% 28,978,590 $2.3B $80.28 $224M +1,128,206 +4.0%
39 ADI 0.45% 8,537,941 $2.3B $271.20 $173M -181,385 -2.1%
40 IWF 0.45% 4,822,176 $2.3B $473.30 $248M +479,170 +11.0%
41 IUSB 0.44% 47,946,578 $2.2B $46.54 $54M +1,331,490 +2.9%
42 LOW 0.42% 8,974,809 $2.2B $241.16 -$391M -1,194,261 -11.7%
43 XLF 0.42% 39,063,206 $2.1B $54.77 $92M +1,057,359 +2.8%
44 TSLA 0.42% 4,748,049 $2.1B $449.72 -$276M -673,806 -12.4%
45 VUG 0.41% 4,323,203 $2.1B $487.86 $89M +110,503 +2.6%
46 ABBV 0.41% 9,147,766 $2.1B $228.49 -$23M +20,626 +0.2%
47 GE 0.40% 6,663,080 $2.1B $308.03 $16M -106,124 -1.6%
48 ABT 0.40% 16,285,257 $2.0B $125.29 -$197M -422,083 -2.5%
49 HD 0.39% 5,845,819 $2.0B $344.10 -$388M -76,955 -1.3%
50 AXP 0.39% 5,378,755 $2.0B $369.95 $327M +373,107 +7.5%
51 BIV 0.39% 25,526,720 $2.0B $77.88 $92M +1,249,895 +5.2%
52 PG 0.39% 13,818,179 $2.0B $143.31 -$187M -284,658 -2.0%
53 VTI 0.37% 5,644,791 $1.9B $335.27 $41M +2,398 +0.0%
54 BAC 0.36% 33,702,852 $1.9B $55.00 $219M +2,016,865 +6.4%
55 IVW 0.36% 15,021,156 $1.9B $123.26 $48M +80,216 +0.5%
56 EMB 0.36% 19,074,808 $1.8B $96.28 $59M +405,996 +2.2%
57 PSX 0.36% 14,152,872 $1.8B $129.04 -$228M -951,095 -6.3%
58 BND 0.36% 24,643,584 $1.8B $74.07 -$117M -1,473,851 -5.6%
59 ADP 0.36% 7,058,599 $1.8B $257.23 -$279M -78,941 -1.1%
60 IJR 0.35% 14,958,652 $1.8B $120.18 -$33M -444,092 -2.9%
61 SPGI 0.33% 3,201,089 $1.7B $522.59 $324M +430,554 +15.5%
62 USHY 0.32% 43,546,896 $1.6B $37.39 $50M +1,760,513 +4.2%
63 LIN 0.32% 3,791,619 $1.6B $426.39 -$231M -98,023 -2.5%
64 ITW 0.32% 6,544,483 $1.6B $246.30 -$153M -224,037 -3.3%
65 RTX 0.31% 8,756,591 $1.6B $183.40 $88M -316,991 -3.5%
66 PEP 0.31% 11,178,732 $1.6B $143.52 $3M -220,968 -1.9%
67 MA 0.31% 2,772,698 $1.6B $570.88 $3M -5,114 -0.2%
68 VTV 0.31% 8,241,454 $1.6B $190.99 $137M +536,461 +7.0%
69 XOM 0.31% 12,987,671 $1.6B $120.34 $97M -12,636 -0.1%
70 VB 0.31% 6,047,584 $1.6B $257.95 $6M -63,556 -1.0%
71 GLD 0.31% 3,930,890 $1.6B $396.31 $51M -308,848 -7.3%
72 EFA 0.31% 16,217,322 $1.6B $96.03 $103M +643,540 +4.1%
73 GD 0.30% 4,556,696 $1.5B $336.66 -$33M -37,449 -0.8%
74 SBUX 0.29% 17,810,548 $1.5B $84.21 -$169M -1,910,686 -9.7%
75 ACN 0.29% 5,577,786 $1.5B $268.30 $21M -404,044 -6.8%
76 CEG 0.29% 4,158,371 $1.5B $353.27 $125M +75,540 +1.9%
77 CB 0.29% 4,698,153 $1.5B $312.12 $110M -107,784 -2.2%
78 EMR 0.28% 10,840,109 $1.4B $132.72 $34M +134,049 +1.2%
79 NFLX 0.28% 15,332,771 $1.4B $93.76 -$301M +13,882,419 +957.2%
80 C 0.28% 12,018,756 $1.4B $116.69 $162M -205,044 -1.7%
81 IBM 0.27% 4,717,735 $1.4B $296.21 $106M +139,487 +3.0%
82 LHX 0.27% 4,752,764 $1.4B $293.57 -$118M -202,437 -4.1%
83 IVE 0.26% 6,264,139 $1.3B $212.07 $60M +120,153 +2.0%
84 PDBC 0.26% 99,085,204 $1.3B $13.25 -$31M -958,411 -1.0%
85 AMD 0.26% 6,114,605 $1.3B $214.16 -$151M -2,909,722 -32.2%
86 TSM 0.25% 4,267,222 $1.3B $303.89 $169M +230,899 +5.7%
87 RSP 0.25% 6,624,063 $1.3B $191.56 $4M -43,384 -0.7%
88 GS 0.25% 1,426,259 $1.3B $879.00 $198M +100,421 +7.6%
89 IWD 0.24% 5,895,769 $1.2B $210.34 $242M +995,230 +20.3%
90 AFL 0.23% 10,820,083 $1.2B $110.27 -$46M -271,644 -2.5%
91 PLD 0.23% 9,164,302 $1.2B $127.66 $170M +432,737 +5.0%
92 VGT 0.23% 1,543,645 $1.2B $753.78 $25M +18,634 +1.2%
93 MRK 0.23% 11,048,211 $1.2B $105.26 $286M +599,651 +5.7%
94 CAT 0.23% 2,008,129 $1.2B $572.87 $197M +10,866 +0.5%
95 ORCL 0.22% 5,854,051 $1.1B $194.91 -$495M +36,302 +0.6%
96 CRM 0.22% 4,275,998 $1.1B $264.91 $7M -473,157 -10.0%
97 IAU 0.21% 13,136,955 $1.1B $81.17 $129M +260,541 +2.0%
98 UNH 0.21% 3,226,790 $1.1B $330.11 -$143M -270,887 -7.7%
99 MUB 0.21% 9,936,446 $1.1B $107.11 $726K -51,034 -0.5%
100 PANW 0.21% 5,720,868 $1.1B $184.20 -$83M +139,974 +2.5%

Options Breakdown

240 Calls $11.7B Call Value 300 Puts $24.8B Put Value 2.12 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 6,026,200 $3.7B
IWM 4,755,800 $1.2B
SPY 1,157,000 $789M
HYG 7,559,000 $609M
APO 3,648,000 $528M
SNOW 1,642,000 $360M
LQD 2,499,800 $275M
CIFR 15,000,000 $221M NEW
EFA 2,253,500 $216M
GLD 492,800 $195M

Top Puts

SymbolSharesValueStatus
SPY 6,627,000 $4.5B
QQQ 5,010,600 $3.1B
IWM 9,731,800 $2.4B
HYG 22,516,800 $1.8B
NVDA 7,700,800 $1.4B
STX 3,200,000 $881M
APO 5,900,000 $854M
AAPL 2,783,400 $757M
WDC 4,005,500 $690M NEW
EFA 6,576,100 $632M

New Positions

SymbolValue% Port
MICC $689M 0.14%
TOTB.DE $364M 0.07%
AKRE $57M 0.01%
Q $54M 0.01%
SOLS $32M 0.01%
FLXR $32M 0.01%
CAM $24M —%
ALH $13M —%
BUFD $11M —%
MDLN $10M —%
BUFQ $8M —%
REMC $5M —%
RESM $5M —%
LSGR $4M —%
MISL $4M —%

Sold Out Positions

SymbolValue% Port
MX —%
LXP —%
HPP —%
MVO —%
UL —%
SUZ —%
TTE —%
SRG —%
IMDX —%
AAME —%
MDIA —%
LLYVK —%
ASRT —%
GSIT —%
CYN —%
View SEC EDGAR Filings for WELLS FARGO & COMPANY/MN →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms