WELLS FARGO & COMPANY/MN
Position in PFG — Principal Financial Group Inc
CIK 72971
SAN FRANCISCO, CA
Position in PFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$81,417,764
+$29,279,220 QoQ
Shares Held
755,407
+30.6% QoQ
Ownership
0.350%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#32
of 927 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PFG Over Time
Shares Held
Position Value (USD)
Derivatives in PFG
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$9,011
PutShares
100
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 Asset Management
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,167,427,980 across 452 Asset Management names. PFG ranks #7 (1.1% 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
This page
|
755,407 | $81,417,764 | |
| 8 | STT |
State Street Corp
|
464,889 | $78,845,173 |
All Filings in PFG
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,417,764 | 755,407 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $9,011 | 100 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $52,138,544 | 578,610 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $22,876,996 | 259,347 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $18,096,267 | 218,264 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,418,227 | 231,880 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $23,829 | 300 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $16,626,119 | 197,062 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $14,113,545 | 182,322 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,288,557 | 259,471 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,408,755 | 196,415 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,355,052 | 189,492 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,252,538 | 193,880 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $14,111,520 | 195,803 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,940,580 | 210,187 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $17,420,829 | 234,403 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $20,438,545 | 243,548 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,768,524 | 246,272 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,569,168 | 218,134 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,228,984 | 193,829 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $22,246,464 | 307,569 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $15,281,667 | 237,293 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $64,579,799 | 1,021,994 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $18,848,065 | 314,344 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $16,687,315 | 336,370 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,943,853 | 271,762 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $11,416,020 | 274,820 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,544,639 | 176,919 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||