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Equibles

WELLS FARGO & COMPANY/MN

Position in AIO — Virtus Artificial Intelligence & Technology Opportunities Fund

CIK 72971 SAN FRANCISCO, CA
Back to AIO Full portfolio

Position in AIO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$17,312,817
+$3,630,501 QoQ
Shares Held
616,773
-3.5% QoQ
Ownership
1.79%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 83 holders
Holding Since
Mar 2021
22 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 Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $7,161,923,068 across 453 Asset Management names. AIO ranks #72 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 2,504,990 $2,408,698,182
2 BX
Blackstone Inc.
 6,396,724 $752,702,511
3 KKR
KKR & Co. Inc.
 2,023,020 $185,672,773
4 APO
Apollo Global Management, Inc.
 1,550,234 $183,408,181
5 BN
BROOKFIELD Corp /ON/
 2,504,120 $106,650,469
6 ARCC
Ares Capital Corp
 4,437,109 $82,219,628
7 PFG
Principal Financial Group Inc
 755,407 $81,417,764
8 STT
State Street Corp
 464,889 $78,845,173

All Filings in AIO

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,312,817 616,773
2026-03-31 $13,682,316 639,062
2025-12-31 $13,663,371 628,201
2025-09-30 $15,355,746 639,024
2025-06-30 $15,603,042 628,648
2025-03-31 $12,922,569 626,397
2024-12-31 $14,898,166 604,143
2024-09-30 $13,313,687 605,994
2024-06-30 $9,203,411 423,925
2024-03-31 $7,965,943 396,908
2023-12-31 $10,441,095 600,063
2023-09-30 $7,897,095 478,322
2023-06-30 $8,774,499 476,875
2023-03-31 $8,735,112 502,018
2022-12-31 $8,917,095 550,778
2022-09-30 $8,455,374 542,707
2022-06-30 $8,167,918 504,504
2022-03-31 $10,038,526 459,219
2021-12-31 $9,145,675 368,926
2021-09-30 $9,383,729 351,714
2021-06-30 $8,913,366 321,550
2021-03-31 $6,009,970 226,279