WELLS FARGO & COMPANY/MN
Position in FOA — Finance of America Companies Inc.
CIK 72971
SAN FRANCISCO, CA
Position in FOA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$89,660
+$61,490 QoQ
Shares Held
3,258
+92.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 76 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FOA Over Time
Shares Held
Position Value (USD)
Derivatives in FOA
reported options exposure · as of Mar 31, 2026CallValue
$119,520
CallShares
7,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $9,708,431,186 across 43 Credit Services names. FOA ranks #36 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,864,137 | $4,756,646,762 | |
| 2 | MA |
Mastercard Inc
|
4,358,377 | $2,238,462,425 | |
| 3 | AXP |
American Express Co
|
5,963,599 | $2,017,187,359 | |
| 4 | COF |
Capital One Financial Corp
|
1,398,276 | $280,522,129 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
5,885,387 | $105,524,986 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
190,100 | $41,122,431 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
923,757 | $39,887,825 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
389,630 | $31,774,325 |
All Filings in FOA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,660 | 3,258 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $119,520 | 7,200 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $28,170 | 1,697 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $174,312 | 7,200 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $137,923 | 5,697 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $76,350 | 3,404 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $926,359 | 41,300 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $66,414 | 2,848 | Shares | Defined | 2025-08-14 | |
| 2024-03-31 | $13,765 | 18,728 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $17,939 | 16,309 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $16,724 | 13,066 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $38,671 | 20,247 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $8,614 | 6,947 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $112 | 76 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $595 | 379 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $11,497 | 3,782 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $43,414 | 10,936 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,385 | 2,300 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,106 | 2,111 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||