WELLS FARGO & COMPANY/MN

CIK
72971
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

4,423 positions · $311,337,175,019 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in HGTY

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Shares Held

Position Value (USD)

17 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,063 101
2025-12-31 $11,195 833
2025-09-30 $1,204 100
2025-06-30 $1,011 100
2024-12-31 $501 52
2024-09-30 $528 52
2024-06-30 $4,160 400
2024-03-31 $5,352 585
2023-12-31 $12,604 1,616
2023-09-30 $23,880 2,923
2023-06-30 $41,801 4,466
2023-03-31 $18,083 2,069
2022-12-31 $15,684 1,865
2022-09-30 $31,229 3,474
2022-06-30 $49,199 4,282
2022-03-31 $43,557 4,037
2021-12-31 $61,683 4,350