US94974BGL80 - 富國銀行 股票 - 股價,機構持股,股東

基本數據
機構持有者 2 total, 2 long only, 0 short only, 0 long/short - change of -4.60% MRQ
平均投資組合配置 0.1162 % - change of -0.90% MRQ
機構持股(長期) 1,500,000 (ex 13D/G) - change of -0.02MM shares -1.32% MRQ
機構市值(長期) $ 1,500 USD ($1000)
機構持股和股東

Wells Fargo & Co (US:US94974BGL80)擁有 2 家已向美國證券交易委員會(SEC)提交了13D/G或13F表格的機構持有人和股東。 這些機構持有總共1,500,000股。 最大的股東包括 MXFDX - Great-West Core Bond Fund Investor Class, and MXBIX - Great-West Bond Index Fund Investor Class .

Wells Fargo & Co (US94974BGL80)的機構持股結構顯示了機構和基金在該公司的當前持倉情況,以及最新的持倉變動。主要的股東可能包括個人投資者,互惠基金,對沖基金或機構。《13D附表》表示投資者持有(或曾持有)該公司超過5%的股份並且打算(或曾打算)積極追求業務策略的變化。《13G附表》表示被動投資超過5%。

US94974BGL80 / Wells Fargo & Co - 4.3% 2027-07-22 Institutional Ownership
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13F和NPORT申報文件

13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。

升級 解鎖高級數據並導出至Excel .

呈報日期 來源 投資者 類型 均價
(預計)
股份數量 Δ 持股
(%)
申報
價值
($1000)
Δ 市值
(%)
投組占比
(%)
2025-04-25 NP FLTB - 富達有限定期債券 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 170 0.59
2025-07-29 NP BSCR - Invesco BulletShares 2027 公司債 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,996 15.07
2025-08-26 NP 高盛可變保險信託 - 高盛核心固定收益基金服務 50 2.04
2025-09-23 NP PGGIX - PUTNAM 全球收益信託 C 類股票 200 0.00
2025-09-25 NP VFSTX - Vanguard 短期投資等級基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,266 -0.12
2025-07-17 13F 朱紅財富管理股份有限公司 0 -100.00 0
2025-09-24 NP IBDS - iShares iBonds Dec 2027 定期企業 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,657 4.96
2025-07-28 NP IIGD - 景順投資等級防禦性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 139 -12.58
2025-08-27 NP VANGUARD 可變保險基金 - 債券市場指數投資組合總額 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 475 0.64
2025-08-26 NP JRBEX - 摩根大通 SmartRetirement* Blend 2030 基金 I 類 1,500 0.47
2025-08-28 NP NCICX - 新契約收入基金 200 0.50
2025-08-28 NP DODIX - 道奇考克斯收入基金 156,531 0.44
2025-08-27 NP VBINX - 先鋒平衡指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,500 0.54
2025-08-26 NP JBSSX - 摩根大通 SmartRetirement* Blend 2025 基金 I 類 1,701 0.47
2025-08-20 NP 全國可變保險信託 - NVIT Y 級債券指數基金 200 0.50
2025-07-24 NP FDIAX - Fidelity Advisor Limited 定期債券基金 A 類 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,968 0.10
2025-09-26 NP SUNAMERICA 系列信託 - SA 聯合企業債券投資組合 1 級 4,792 -0.08
2025-08-27 NP VBISX - 先鋒短期債券指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,956 3.56
2025-07-30 NP UNIY - WisdomTree Voya 收益增強型美元萬能債券基金 不適用 278 34.47
2025-08-28 NP SPIB - SPDR(R) 投資組合中期公司債 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,850 -15.33
2025-07-25 NP IGSB - iShares 短期公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,017 -18.14
2025-07-23 NP DBOAX - 紐約梅隆銀行平衡機會基金 A 類 319 0.00
2025-09-24 NP SLQD - iShares 0-5 年投資等級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,001 -6.14
2025-08-28 NP SPAB - SPDR(R) 投資組合綜合債券 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 704 0.57
2025-07-28 NP HLIPX - 摩根大通 Core Plus 債券基金 I 類 167 0.00
2025-08-26 NP GMDYX - 機構中期債券基金 1,125 0.45
2025-09-24 NP ISTB - iShares 核心 1-5 年美元債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 709 -0.14
2025-08-25 NP SCHZ - 嘉信理財美國綜合債券 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 710 0.57
2025-07-25 NP LQDB - iShares BBB 評級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 119 0.00
2025-07-25 NP AGG - iShares 核心美國綜合債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,301 3.73
2025-07-28 NP BBAG - 摩根大通美國綜合債券 ETF 1,171 -26.68
2025-09-24 NP QLTA - iShares Aaa - A 級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,174 12.79
2025-09-25 NP VCPSX - 先鋒之星核心加債券基金機構股票 1,299 -0.15
2025-08-27 NP VTBIX - Vanguard Total Bond Market II 指數型基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,722 0.51
2025-07-30 NP SHAG - WisdomTree 收益增強型美國短期綜合債券基金 不適用 20 0.00
2025-08-28 NP JIBFX - 約翰遜機構核心債券基金 I 類 14,200 0.52
2025-07-25 NP GVI - iShares 中級政府/信用債券 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 516 -0.77
2025-07-24 NP FBNDX - 富達投資等級債券基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,109 0.11
2025-08-26 NP ILUAX - Voya 美國債券指數投資組合類別 ADV 140 0.72
2025-07-24 NP FTHRX - 富達中級債券基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,142 0.10
2025-08-25 NP SCHJ - 嘉信理財 1-5 年期公司債 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 430 0.47
2025-07-29 NP VCEB - Vanguard ESG 美國公司債 ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 726 12.38
2025-07-23 NP ARMZX - 西部資產可調利率收益基金A類 1,463 0.14
2025-07-30 NP FIWGX - 策略顧問富達核心收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,569 0.11
2025-08-26 NP JIJSX - 摩根大通 SmartRetirement* 混合收入基金 I 類 580 0.52
2025-08-27 NP VBMFX - 先鋒總債券市場指數基金投資人股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,252 0.90
2025-07-25 NP SWSBX - 嘉信短期債券指數基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 398 0.25
2025-08-26 NP 主投資組合 - 美國總債券指數主投資組合 257 0.78
2025-08-28 NP SPSB - SPDR(R) 投資組合短期公司債 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,295 1.88
2025-07-30 NP FPCIX - 策略顧問核心收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,784 0.11
2025-07-25 NP SUSB - iShares ESG 1-5 年期美元公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 358 -1.10
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic 高盛核心固定收益投資組合 I 類股票 100 1.01
2025-07-25 NP USIG - iShares Broad 美元投資等級公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,009 9.78
2025-08-26 NP WATFX - 西部資產核心債券基金I類 3,908 0.44
2025-08-19 NP GSFIX - 高盛機構核心固定收益基金 325 0.62
2025-07-22 NP GIGB - 高盛 Access 投資等級公司債 ETF 233 -14.71
2025-08-06 NP 林肯可變保險產品信託 - LVIP 西方資產核心債券基金標準級 204 0.49
2025-08-28 NP DODBX - 道奇考克斯平衡基金 13,148 0.44
2025-08-29 NP QSIG - WisdomTree 美國短期公司債基金 不適用 151 0.67
2025-07-28 NP WOBDX - 摩根大通核心債券基金 I 類 2,912 0.10
2025-07-25 NP SWAGX - 施瓦布美國綜合債券指數基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 478 0.00
2025-07-24 NP FIBUX - Fidelity Flex 美國債券指數基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,469
2025-07-23 NP WATIX - 西部資產中型債券基金I類 209 0.48
2025-08-29 NP QIG - WisdomTree 美國公司債基金 不適用 23 4.55
2025-09-26 NP DBMIX - 紐約梅隆銀行債券市場指數基金投資人股票 499 0.00
2025-08-28 NP TBIIX - TIAA-CREF 債券指數基金機構類別 1,200 0.42
2025-08-28 NP SSAFX - 道富綜合債券指數投資組合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 2.04
2025-08-06 NP 林肯可變保險產品信託 - LVIP SSGA 債券指數基金標準類別 750 0.54
2025-08-21 NP MXFDX - Great-West 核心債券基金投資者類別 750,000 0.00 750 0.54
2025-07-25 NP SUSC - iShares ESG 美元公司債 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 676 0.15
2025-08-27 NP VUSB - Vanguard 超短期債券 ETF ETF 股票 2,000
2025-08-21 NP MXBIX - Great-West 債券指數基金投資者類別 750,000 0.00 750 0.54
2025-08-28 NP JCPLX - Johnson Core Plus 債券基金 635 0.63
2025-05-28 NP JPSRX - 摩根大通 SmartRetirement* Blend 2035 基金 I 類 343 0.88
2025-09-24 NP BLACKROCK FUNDS - iShares 美國中級信用債券指數基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,664 -0.12
2025-08-26 NP EQ ADVISORS TRUST - Multimanager 核心債券投資組合 IB 級 100 0.00
2025-07-29 NP JSNRX - 約翰漢考克短期債券基金類別資產淨值 3,384 0.12
2025-07-28 NP VCBDX - 核心債券基金 3,287 0.09
2025-08-06 NP 林肯可變保險產品信託 - LVIP 摩根大通核心債券基金服務類別 670 0.45
2025-07-30 NP AGGY - WisdomTree 收益增強型美國綜合債券基金 不適用 146 0.00
2025-08-27 NP VANGUARD 可變保險基金 - 短期投資等級投資組合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 800 0.63
2025-07-29 NP VSCSX - 先鋒短期公司債指數基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,752 4.10
2025-06-26 NP NUAG - Nuveen 增強收益美國綜合債券 ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 100 -10.81
2025-08-19 NP GSFAX - 高盛債券基金 A 類 600 0.67
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