WELLS FARGO & COMPANY/MN
Position in SPXX — Nuveen S&P 500 Dynamic Overwrite Fund
CIK 72971
SAN FRANCISCO, CA
Position in SPXX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,485,905
+$3,270,755 QoQ
Shares Held
2,440,231
-7.1% QoQ
Ownership
13.6%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 231 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPXX 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. SPXX ranks #19 (0.6% 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 SPXX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,485,905 | 2,440,231 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $42,215,150 | 2,626,954 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $12,641,890 | 700,770 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,922,932 | 681,700 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,899,362 | 558,025 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,559,196 | 565,633 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,632,392 | 542,670 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,379,331 | 558,959 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,998,270 | 551,027 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,656,420 | 552,420 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $9,085,272 | 604,074 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $9,081,087 | 612,759 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,156,602 | 583,967 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $9,317,088 | 598,016 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,507,716 | 527,774 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,999,594 | 532,951 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,021,646 | 512,238 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,955,330 | 498,349 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,166,069 | 439,036 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,136,309 | 476,086 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,516,933 | 470,289 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,811,168 | 472,545 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,184,242 | 471,407 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,804,469 | 435,771 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,418,171 | 421,976 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,728,426 | 408,327 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||