Position in WFC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$320,735,591
+$9,725,115 QoQ
Shares Held
3,881,118
-0.7% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#74
of 2,859 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026M&G PLC holds $798,529,186 across 6 Banks - Diversified names. WFC ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
This page
|
3,881,118 | $320,735,591 | |
| 2 | UBS |
UBS Group AG
|
5,307,939 | $263,061,456 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
270,161 | $88,431,799 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
479,257 | $69,305,354 | |
| 5 | C |
Citigroup Inc
|
343,138 | $48,025,594 | |
| 6 | BAC |
Bank Of America Corp /De/
|
157,413 | $8,969,392 |
All Filings in WFC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,735,591 | 3,881,118 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $311,010,476 | 3,906,676 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $322,926,536 | 3,464,877 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $246,956,938 | 2,946,277 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $56,161,716 | 700,970 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $37,839,360 | 527,084 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,202,713 | 586,599 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $42,702,485 | 755,930 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $34,069,429 | 573,656 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $36,555,777 | 630,707 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||