Position in MCR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$0
+$0 QoQ
Shares Held
209,970
-0.4% QoQ
Ownership
0.504%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCR 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.
| # | 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 MCR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 209,970 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | — | 210,837 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | — | 141,079 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | — | 157,747 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | — | 161,575 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | — | 179,330 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | — | 152,423 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | — | 178,398 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | — | 270,059 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | — | 405,011 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | — | 345,354 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | — | 365,881 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | — | 411,457 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | — | 403,027 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | — | 356,631 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | — | 320,377 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | — | 329,417 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | — | 334,769 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | — | 325,656 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | — | 333,861 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | — | 458,306 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | — | 580,252 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | — | 556,024 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | — | 804,602 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | — | 554,495 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||