Wells Fargo & Company
Annual return '25
+21.1%
SPY '25
+17.7%
Alpha
+3.4ptsvs SPY
Invested
$530.3B
Holdings
6,721
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Held since at least Q1 2024
3.0%
02
$IVV
ISHARES TR
Q1 2026: Increased +196476.1% (1.5k → 3.02M shares)
2.4%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +3.0% (6.2k → 6.3k shares)
2.4%
04
$NVDA
NVIDIA CORPORATION
Q4 2025: New position (3.8k shares)
2.0%
05
$ITOT
ISHARES TR
Held since at least Q1 2024
1.8%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
1.6%
07
$AVGO
BROADCOM INC
Q4 2025: New position (2.0k shares)
1.5%
08
$GOOGL
ALPHABET INC
Held since at least Q1 2024
1.5%
09
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.5%
10
$AMZN
AMAZON COM INC
Q1 2026: Sold 41.5% (4.8k → 2.8k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.