WELLS FARGO & COMPANY/MN

CIK
72971
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

4,406 positions · $311,296,622,981 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in HQY

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $11,708,741 140,107
2025-12-31 $19,790,873 216,034
2025-09-30 $16,898,437 178,310
2025-06-30 $19,950,388 190,439
2025-03-31 $14,465,725 163,695
2024-12-31 $11,987,992 124,940
2024-09-30 $9,768,469 119,346
2024-06-30 $10,148,669 117,734
2024-03-31 $6,877,570 84,253
2023-12-31 $5,463,118 82,400
2023-09-30 $5,935,676 81,255
2023-06-30 $5,127,155 81,203
2023-03-31 $3,888,890 66,239
2022-12-31 $2,900,714 47,059
2022-09-30 $2,005,559 29,858
2022-06-30 $1,667,105 27,156
2022-03-31 $6,927,839 102,726
2021-12-31 $5,557,117 125,613
2021-09-30 $112,605,333 1,738,810
2021-06-30 $123,612,207 1,535,937
2021-03-31 $108,442,592 1,594,744
2020-12-31 $98,140,593 1,407,841
2020-09-30 $79,018,514 1,538,223
2020-06-30 $88,322,636 1,505,414
2020-03-31 $76,210,442 1,506,433