WELLS FARGO & COMPANY/MN
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 72971
SAN FRANCISCO, CA
Position in FINS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,517,990
+$328,793 QoQ
Shares Held
1,290,468
+1.6% QoQ
Ownership
3.86%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 44 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FINS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,161,923,050 across 453 Asset Management names. FINS ranks #77 (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 FINS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,517,990 | 1,290,468 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $16,189,197 | 1,269,741 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,193,369 | 1,301,542 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,835,267 | 1,436,710 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,828,535 | 1,373,539 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,222,357 | 1,351,807 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,100,060 | 1,110,241 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,307,022 | 174,510 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,124,188 | 171,721 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,105,463 | 168,572 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,083,952 | 174,975 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,573,766 | 213,768 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,684,542 | 311,985 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,138,009 | 254,502 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,252,816 | 253,928 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,117,953 | 307,310 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,920,696 | 131,735 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,033,625 | 128,792 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,883,662 | 110,414 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,886,683 | 110,851 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,819,683 | 101,206 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,947,712 | 111,809 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,730,124 | 102,739 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,827,415 | 108,452 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,040,151 | 120,719 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,802,339 | 105,400 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||