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Wellington Management · WFC Holdings Trend

Wells Fargo · SEC 13F

Wellington Management Holdings of WFC by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q160.2M$3.5B
2024Q271.8M$4.3B+22.3%
2024Q391.3M$5.2B+20.8%
2024Q487.3M$6.1B+18.9%
2025Q171.0M$5.1B-16.9%
2025Q274.7M$6.0B+17.4%
2025Q382.5M$7.0B+16.0%
2025Q472.4M$6.8B-2.3%
2026Q165.9M$5.3B-22.2%

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Data source: SEC EDGAR Form 13F