WELLS FARGO & COMPANY/MN
Position in AIO — Virtus Artificial Intelligence & Technology Opportunities Fund
CIK 72971
SAN FRANCISCO, CA
Position in AIO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,682,316
+$18,945 QoQ
Shares Held
639,062
+1.7% QoQ
Ownership
1.86%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,819,180,800 across 460 Asset Management names. AIO ranks #77 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,476,370 | $2,381,549,791 | |
| 2 | BX |
Blackstone Inc.
|
5,566,780 | $640,124,029 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,250,298 | $208,152,564 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
4,261,697 | $172,470,875 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,381,789 | $153,958,929 | |
| 6 | ARCC |
Ares Capital Corp
|
4,486,606 | $80,848,639 | |
| 7 | HLNE |
Hamilton Lane INC
|
646,104 | $64,222,737 | |
| 8 | RJF |
Raymond James Financial Inc
|
438,477 | $63,487,082 |
All Filings in AIO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,682,316 | 639,062 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,663,371 | 628,201 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,355,746 | 639,024 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,603,042 | 628,648 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,922,569 | 626,397 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,898,166 | 604,143 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,313,687 | 605,994 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,203,411 | 423,925 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,965,943 | 396,908 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,441,095 | 600,063 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,897,095 | 478,322 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,774,499 | 476,875 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $8,735,112 | 502,018 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,917,095 | 550,778 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,455,374 | 542,707 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,167,918 | 504,504 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,038,526 | 459,219 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,145,675 | 368,926 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,383,729 | 351,714 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,913,366 | 321,550 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,009,970 | 226,279 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||