WELLS FARGO & COMPANY/MN
CIK
72971
City
SAN FRANCISCO
State / Country
CA
Top Portfolio Positions
4,439 positions ·
$313,476,637,471 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
61,801,086 | $15,684,497,613 | 5.00% | |
| MSFT |
Microsoft Corp
Technology
|
33,827,214 | $12,521,819,803 | 3.99% | |
| NVDA |
Nvidia Corp
Technology
|
60,434,815 | $10,539,831,733 | 3.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,330,486 | $8,669,348,262 | 2.77% | |
| AVGO |
Broadcom Inc.
Technology
|
26,192,540 | $8,106,853,052 | 2.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,917,601 | $8,027,985,340 | 2.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,171,848 | $7,950,050,780 | 2.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,733,773 | $7,349,679,099 | 2.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,034,231 | $6,775,749,389 | 2.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,895,119 | $5,661,294,430 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,438,964 | 653,442 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $23,405,095 | 667,192 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $23,148,451 | 643,370 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,982,559 | 592,393 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,079,021 | 588,655 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $20,608,297 | 577,425 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $19,777,983 | 596,441 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $16,547,887 | 590,785 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $17,026,602 | 575,612 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $17,735,197 | 589,601 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,482,921 | 589,601 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,268,614 | 532,014 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $13,940,959 | 456,482 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,299,083 | 369,231 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,943,018 | 346,737 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,753,263 | 343,476 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,400,885 | 358,231 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,306,988 | 285,619 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,667,302 | 297,914 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,872,897 | 289,635 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,846,828 | 256,161 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,038,771 | 231,920 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,102,396 | 238,096 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $6,256,169 | 272,600 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,280,514 | 342,449 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||