WELLS FARGO & COMPANY/MN

Position in SF — Stifel Financial Corp

CIK 72971 SAN FRANCISCO, CA

Back to SF Full portfolio

Position in SF

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$31,934,991

+$7,576,865 QoQ

Shares Held

432,021

+48.1% QoQ

Ownership

0.114%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.75677339758947.ToString("F0")% Shared 0.ToString("F0")% None 1.243226602410531.ToString("F0")%

Common Shares in SF Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

WELLS FARGO & COMPANY/MN holds $3,090,189,447 across 54 Capital Markets names. SF ranks #9 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,459,965	$1,235,115,787
2	MS	Morgan Stanley	4,331,016	$712,755,300
3	SCHW	Schwab Charles Corp	3,575,897	$336,062,798
4	IBKR	Interactive Brokers Group, Inc.	2,889,181	$193,777,367
5	HOOD	Robinhood Markets, Inc.	2,561,107	$177,484,712
6	LPLA	LPL Financial Holdings Inc.	420,689	$126,555,870
7	MC	Moelis & Co	927,731	$52,880,667
8	HLI	Houlihan Lokey, Inc.	346,367	$49,745,227

All Filings in SF

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$31,934,991	432,021	+48.1%	Shares	Defined	2026-05-11
2025-12-31	$24,358,126	291,784	-5.4%	Shares	Defined	2026-02-13
2025-09-30	$23,337,988	308,513	-2.7%	Shares	Defined	2025-11-13
2025-06-30	$21,931,214	316,986	+2.0%	Shares	Defined	2025-08-14
2025-03-31	$19,531,675	310,816	-1.4%	Shares	Defined	2025-05-13
2024-12-31	$22,298,155	315,302	-3.4%	Shares	Defined	2025-02-13
2024-09-30	$20,431,010	326,374	-0.4%	Shares	Defined	2024-11-13
2024-06-30	$18,384,472	327,709	-0.8%	Shares	Defined	2024-08-13
2024-03-31	$17,211,404	330,269	+6.1%	Shares	Defined	2024-05-10
2023-12-31	$14,349,131	311,261	-2.3%	Shares	Defined	2024-02-09
2023-09-30	$13,054,196	318,706	+16.1%	Shares	Defined	2023-11-13
2023-06-30	$10,920,365	274,519	-8.2%	Shares	Defined	2023-08-15
2023-03-31	$11,776,507	298,947	-4.2%	Shares	Defined	2023-05-12
2022-12-31	$12,147,990	312,181	-4.2%	Shares	Defined	2023-02-13
2022-09-30	$11,271,954	325,716	+7.3%	Shares	Defined	2022-11-14
2022-06-30	$11,333,378	303,464	-33.5%	Shares	Defined	2022-08-12
2022-03-31	$20,651,979	456,229	+23.1%	Shares	Defined	2022-05-16
2021-12-31	$17,406,098	370,763	-60.3%	Shares	Defined	2022-02-14
2021-09-30	$42,270,742	932,991	+16.8%	Shares	Defined	2021-11-15
2021-06-30	$34,536,478	798,716	-8.2%	Shares	Defined	2021-08-16
2021-03-31	$37,160,335	870,129	-6.3%	Shares	Defined	2021-05-13
2020-12-31	$31,234,973	928,507	+40.1%	Shares	Defined	2021-02-09
2020-09-30	$14,887,709	662,527	-10.6%	Shares	Defined	2020-11-05
2020-06-30	$15,625,589	741,252	+50.1%	Shares	Defined	2020-08-13
2020-03-31	$9,058,406	493,735	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.