Position in SF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,235,246
-$1,699,745 QoQ
Shares Held
433,356
+0.3% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. SF ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in SF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,235,246 | 433,356 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $31,934,991 | 432,021 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $36,537,191 | 291,784 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $35,006,983 | 308,513 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $32,896,821 | 316,986 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $29,297,515 | 310,816 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $33,447,233 | 315,302 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,646,517 | 326,374 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $27,576,710 | 327,709 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,817,109 | 330,269 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $21,523,697 | 311,261 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $19,581,295 | 318,706 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,380,547 | 274,519 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $17,664,762 | 298,947 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,221,987 | 312,181 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $16,907,932 | 325,716 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,000,066 | 303,464 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30,977,970 | 456,229 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $26,109,147 | 370,763 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $63,406,113 | 932,991 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,804,717 | 798,716 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $55,740,504 | 870,129 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $46,852,461 | 928,507 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $33,497,347 | 662,527 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $35,157,579 | 741,252 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,381,415 | 493,735 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||