WELLS FARGO & COMPANY/MN
Position in IGI — Western Asset Investment Grade Opportunity Trust Inc.
CIK 72971
SAN FRANCISCO, CA
Position in IGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,224,037
-$6,494 QoQ
Shares Held
75,980
-0.7% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 29 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IGI 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. IGI ranks #261 (0.0% 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 IGI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,224,037 | 75,980 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,230,531 | 76,478 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,252,218 | 75,892 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $962,778 | 57,686 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $846,773 | 51,072 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $906,793 | 54,692 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,350,059 | 82,775 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,277,658 | 70,981 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,735,600 | 101,616 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,998,066 | 115,562 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,035,851 | 115,805 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,894,407 | 119,672 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,853,070 | 113,546 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,673,852 | 98,869 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $546,910 | 33,594 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $393,163 | 25,697 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $425,545 | 25,225 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $764,374 | 40,832 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,454,105 | 66,519 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,579,323 | 71,495 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,390,701 | 63,185 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,344,612 | 62,803 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,194,157 | 53,406 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $963,102 | 46,437 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $839,481 | 38,811 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $450,977 | 24,065 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||