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ZACKS INVESTMENT MANAGEMENT: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on WFC, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 1,037,525 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,037,525 shares
    Change vs previous 13F -5,387 shares

    0.61% of the 13F portfolio, value $85,741,138.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,042,912 shares
    Change vs previous 13F -6,739 shares

    0.67% of the 13F portfolio, value $83,026,191.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,049,651 shares
    Change vs previous 13F -4,811 shares

    0.77% of the 13F portfolio, value $97,827,551.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,054,462 shares
    Change vs previous 13F +6,962 shares

    0.7% of the 13F portfolio, value $88,385,090.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,047,500 shares
    Change vs previous 13F +4,011 shares

    0.72% of the 13F portfolio, value $83,925,717.

    13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,043,489 shares
    Change vs previous 13F +59,385 shares

    0.7% of the 13F portfolio, value $74,912,055.

    13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 984,104 shares
    Change vs previous 13F +968,473 shares

    0.64% of the 13F portfolio, value $69,123,442.

    13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,631 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $882,978.

    13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).