WELLS FARGO & COMPANY/MN
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 72971
SAN FRANCISCO, CA
Position in VGM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,652,736
-$564,586 QoQ
Shares Held
572,719
-4.5% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VGM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,819,180,800 across 460 Asset Management names. VGM ranks #151 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,476,370 | $2,381,549,791 | |
| 2 | BX |
Blackstone Inc.
|
5,566,780 | $640,124,029 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,250,298 | $208,152,564 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
4,261,697 | $172,470,875 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,381,789 | $153,958,929 | |
| 6 | ARCC |
Ares Capital Corp
|
4,486,606 | $80,848,639 | |
| 7 | HLNE |
Hamilton Lane INC
|
646,104 | $64,222,737 | |
| 8 | RJF |
Raymond James Financial Inc
|
438,477 | $63,487,082 |
All Filings in VGM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,652,736 | 572,719 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,217,322 | 599,549 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,384,060 | 630,836 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,220,837 | 550,141 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,347,230 | 436,469 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,550,958 | 450,590 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,925,648 | 466,444 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,735,793 | 461,129 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,434,849 | 449,782 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,509,581 | 455,974 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,958,568 | 465,714 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,126,719 | 424,997 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,084,881 | 410,954 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,991,085 | 397,123 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,736,126 | 399,159 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,493,379 | 331,755 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,687,472 | 403,397 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,105,154 | 437,019 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,895,761 | 430,662 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,728,347 | 408,584 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,393,306 | 400,097 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,757,722 | 435,861 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,846,899 | 470,765 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $4,313,774 | 358,287 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,877,891 | 403,465 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||