WELLS FARGO & COMPANY/MN
Position in TBLD — Thornburg Income Builder Opportunities Trust
CIK 72971
SAN FRANCISCO, CA
Position in TBLD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,433,466
-$796,674 QoQ
Shares Held
427,434
-11.7% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 56 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TBLD 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. TBLD ranks #113 (0.1% 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 TBLD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,433,466 | 427,434 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,230,140 | 483,809 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,249,200 | 410,408 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,605,815 | 382,394 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,674,566 | 340,192 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,232,331 | 403,140 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,639,587 | 284,987 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,484,157 | 307,753 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,782,835 | 296,518 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,688,700 | 289,963 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,404,761 | 283,995 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,457,831 | 305,331 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,925,641 | 389,077 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,169,414 | 267,099 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,974,238 | 208,280 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,101,361 | 243,435 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,507,821 | 172,834 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,206,937 | 187,650 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,873,639 | 154,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,005,507 | 50,150 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||