WELLS FARGO & COMPANY/MN
Position in VRTS — Virtus Investment Partners, Inc.
CIK 72971
SAN FRANCISCO, CA
Position in VRTS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$945,377
+$589,216 QoQ
Shares Held
6,588
+148.5% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#74
of 234 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VRTS 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. VRTS ranks #275 (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 VRTS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,377 | 6,588 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $356,161 | 2,651 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,209,919 | 7,416 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $999,556 | 5,260 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $836,072 | 4,609 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $602,569 | 3,496 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $789,896 | 3,581 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $952,786 | 4,549 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $544,071 | 2,409 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $616,973 | 2,488 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $559,672 | 2,315 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $406,604 | 2,013 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $673,766 | 3,412 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $513,099 | 2,695 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $348,610 | 1,821 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $796,641 | 4,994 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,815,034 | 10,613 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,971,075 | 12,380 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,337,697 | 17,966 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,006,391 | 16,133 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,461,013 | 12,460 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,993,204 | 12,710 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,295,732 | 19,796 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $2,561,141 | 18,472 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,338,474 | 20,109 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,151,161 | 15,125 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||