WELLS FARGO & COMPANY/MN
Position in BTO — John Hancock Financial Opportunities Fund
CIK 72971
SAN FRANCISCO, CA
Position in BTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,494,056
+$2,055,092 QoQ
Shares Held
646,729
-1.0% QoQ
Ownership
3.26%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,161,923,068 across 453 Asset Management names. BTO ranks #47 (0.4% 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 BTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,494,056 | 646,729 | Shares | Defined | 2026-08-14 | |
| 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 filing history on record for this holder in this stock. | ||||||