Wells Fargo & Company (WFC) Securities - Held-to-maturity (2013 - 2026)
Wells Fargo & Company's (WFC) quarterly Securities - Held-to-maturity came in at $198.6 billion in Q2 2026, down 10.35% year-over-year from $221.5 billion in Q2 2025, and down 2.7% quarter-over-quarter from $204.1 billion in Q1 2026.
Analysis
Wells Fargo & Company (WFC) Securities - Held-to-maturity (2013 - 2026) Analysis & Trends
Wells Fargo & Company has disclosed Securities - Held-to-maturity across 14 years of filings, most recently posting $198.6 billion for Q2 2026.
- In Q2 2026, Securities - Held-to-maturity fell 10.35% year-over-year to $198.6 billion; the TTM figure through Jun 2026 stood at $198.6 billion (down 10.35% YoY), while the FY2025 annual figure was $208.0 billion, down 11.46% from the prior year.
- Securities - Held-to-maturity came in at $198.6 billion for Q2 2026 at Wells Fargo & Company, down from $204.1 billion in the prior quarter.
- In the past five years, Securities - Held-to-maturity ranged from a high of $301.8 billion in Q2 2022 to a low of $198.6 billion in Q2 2026.
- Average Securities - Held-to-maturity over 5 years is $251.1 billion, with a median of $254.7 billion recorded in 2024.
- Year-over-year, Securities - Held-to-maturity climbed 20.94% in 2022 and fell 12.17% in 2025.
- Over 5 years, Securities - Held-to-maturity stood at $297.1 billion in 2022, then declined by 11.56% to $262.7 billion in 2023, then slipped by 10.57% to $234.9 billion in 2024, then fell by 11.46% to $208.0 billion in 2025, then fell by 4.54% to $198.6 billion in 2026.
- Per Business Quant data, the three most recent Securities - Held-to-maturity figures were $198.6 billion in Q2 2026, $204.1 billion in Q1 2026, and $208.0 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Bank Of America | 2,119.43 Bn | 1,530.93 Bn | 30.39 Bn |
| 2 | Morgan Stanley | 331.95 Bn | 171.81 Bn | - |
| 3 | Goldman Sachs | 308.77 Bn | -667.58 Bn | - |
| 4 | Mitsubishi Ufj Financial | 296.69 Bn | -87.63 Bn | 10.89 Bn |
| 5 | Royal Bank Of Canada | 289.79 Bn | 62.90 Bn | - |
| 6 | Wells Fargo & Company | 274.07 Bn | 70.10 Bn | - |
| 7 | American Express | 219.63 Bn | 170.32 Bn | 17.99 Bn |
| 8 | Banco Santander | 214.76 Bn | 222.37 Bn | 28.01 Bn |
| 9 | Toronto Dominion Bank | 207.69 Bn | 46.36 Bn | - |
| 10 | Schwab Charles | 185.63 Bn | 112.04 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 198.57 Bn |
| Mar 31, 2026 | 204.08 Bn |
| Dec 31, 2025 | 208.02 Bn |
| Sep 30, 2025 | 214.23 Bn |
| Jun 30, 2025 | 221.49 Bn |
| Mar 31, 2025 | 227.23 Bn |
| Dec 31, 2024 | 234.95 Bn |
| Sep 30, 2024 | 243.15 Bn |
| Jun 30, 2024 | 250.74 Bn |
| Mar 31, 2024 | 258.71 Bn |
| Dec 31, 2023 | 262.71 Bn |
| Sep 30, 2023 | 267.21 Bn |
| Jun 30, 2023 | 272.36 Bn |
| Mar 31, 2023 | 277.15 Bn |
| Dec 31, 2022 | 297.06 Bn |
| Sep 30, 2022 | 300.43 Bn |
| Jun 30, 2022 | 301.78 Bn |
| Mar 31, 2022 | 280.81 Bn |
| Dec 31, 2021 | 272.02 Bn |
| Sep 30, 2021 | 262.49 Bn |