Skip to main content
Equibles

WELLS FARGO & COMPANY/MN

Position in SOR — Source Capital /De/

CIK 72971 SAN FRANCISCO, CA
Back to SOR Full portfolio

Position in SOR

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,103,158
-$61,331 QoQ
Shares Held
67,504
-1.2% QoQ
Ownership
0.820%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 56 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SOR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

WELLS FARGO & COMPANY/MN holds $7,161,923,068 across 453 Asset Management names. SOR ranks #203 (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 SOR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,103,158 67,504
2026-03-31 $3,164,489 68,318
2025-12-31 $2,783,260 60,823
2025-09-30 $2,515,357 55,872
2025-06-30 $2,392,734 55,183
2025-03-31 $2,844,430 68,524
2024-12-31 $3,160,200 72,665
2024-09-30 $3,318,152 74,515
2024-06-30 $3,051,150 68,937
2024-03-31 $2,968,988 69,875
2023-12-31 $2,571,640 63,686
2023-09-30 $2,383,163 61,756
2023-06-30 $2,442,554 63,741
2023-03-31 $2,315,920 61,284
2022-12-31 $2,120,732 54,856
2022-09-30 $2,176,160 62,176
2022-06-30 $2,388,260 63,977
2022-03-31 $2,399,208 57,124
2021-12-31 $2,312,855 53,526
2021-09-30 $2,179,103 48,826
2021-06-30 $1,920,124 42,182
2021-03-31 $1,931,037 44,138
2020-12-31 $2,246,294 56,284
2020-09-30 $2,982,416 80,934
2020-06-30 $4,164,672 125,897
2020-03-31 $4,071,826 132,676