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CFG · WFC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CFGWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CFG
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterCFGWFC
Q3 202011 holders, $821m34 holders, $15.9bn
Q4 20208 holders, $1.0bn33 holders, $19.5bn
Q1 202114 holders, $1.7bn31 holders, $23.4bn
Q2 202112 holders, $1.6bn33 holders, $28.0bn
Q3 202110 holders, $1.5bn28 holders, $27.7bn
Q4 202112 holders, $1.7bn32 holders, $28.6bn
Q1 202214 holders, $2.1bn37 holders, $28.8bn
Q2 202214 holders, $1.7bn32 holders, $24.1bn
Q3 202215 holders, $1.5bn28 holders, $25.5bn
Q4 202212 holders, $1.5bn33 holders, $25.2bn
Q1 202310 holders, $902m34 holders, $21.5bn
Q2 202315 holders, $729m29 holders, $23.4bn
Q3 202316 holders, $1.0bn30 holders, $22.9bn
Q4 202312 holders, $1.1bn32 holders, $27.2bn
Q1 202411 holders, $1.3bn27 holders, $33.6bn
Q2 202419 holders, $1.6bn37 holders, $34.1bn
Q3 202419 holders, $3.4bn35 holders, $32.0bn
Q4 202414 holders, $3.5bn42 holders, $38.9bn
Q1 202514 holders, $3.1bn39 holders, $38.2bn
Q2 202516 holders, $3.5bn33 holders, $41.6bn
Q3 202518 holders, $4.1bn29 holders, $41.5bn
Q4 202517 holders, $4.6bn29 holders, $43.6bn
Q1 202619 holders, $4.7bn34 holders, $36.8bn
Q2 202615 holders, $4.7bn41 holders, $38.2bn
CFG

Citizens Finl Group Inc

Holders
19
Reported value
$3.4bn
Buyers
11
Sellers
9

Breadth +2 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
35
Reported value
$32.0bn
Buyers
17
Sellers
20

Breadth -3 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CFG (3)

Moore Capital Management LP, PDT Partners LLC, Voloridge Investment Management LLC

Only WFC (19)

AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Winton Group Ltd

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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