WELLS FARGO & COMPANY/MN

CIK
72971
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

4,423 positions · $311,337,175,019 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

52 quarters · across all stocks

Holdings in SWZ

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $103,388 17,435
2025-12-31 $65,713 10,565
2025-09-30 $59,796 9,835
2025-06-30 $59,335 9,359
2025-03-31 $83,938 9,104
2024-12-31 $76,674 10,237
2024-09-30 $91,621 10,237
2024-06-30 $82,612 10,237
2024-03-31 $72,344 9,123
2023-12-31 $74,816 9,124
2023-09-30 $35,319 4,623
2023-06-30 $41,116 5,002
2023-03-31 $77,721 9,801
2022-12-31 $84,973 11,240
2022-09-30 $514,980 75,844
2022-06-30 $778,704 99,072
2022-03-31 $943,297 102,310
2021-12-31 $1,074,771 108,126
2021-09-30 $11,388,101 1,240,534
2021-06-30 $12,025,568 1,235,927
2021-03-31 $10,765,366 1,224,729
2020-12-31 $10,498,437 1,174,322
2020-09-30 $9,188,298 1,109,698
2020-06-30 $7,828,420 998,523
2020-03-31 $5,181,967 745,607