WELLS FARGO & COMPANY/MN
Top Portfolio Positions
4,406 positions ·
$311,296,622,981 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
61,801,086 | $15,684,497,613 | 5.04% | |
| MSFT |
Microsoft Corp
Technology
|
33,827,214 | $12,521,819,803 | 4.02% | |
| NVDA |
Nvidia Corp
Technology
|
60,434,815 | $10,539,831,733 | 3.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
13,330,486 | $8,669,348,262 | 2.78% | |
| AVGO |
Broadcom Inc.
Technology
|
26,192,540 | $8,106,853,052 | 2.60% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,917,601 | $8,027,985,340 | 2.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
38,171,848 | $7,950,050,780 | 2.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,733,773 | $7,349,679,099 | 2.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
23,034,231 | $6,775,749,389 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,895,119 | $5,661,294,430 | 1.82% |
Portfolio Trend
Holdings in WSFS
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,396,911 | 143,552 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,586,247 | 191,641 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,602,720 | 178,059 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,922,660 | 180,412 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,392,362 | 219,633 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,209,060 | 229,796 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $11,567,029 | 226,849 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,136,556 | 236,948 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,670,869 | 236,395 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,423,445 | 226,942 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,714,447 | 238,752 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,588,836 | 254,211 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $9,684,310 | 257,493 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,196,103 | 224,881 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,845,528 | 233,438 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,467,973 | 236,168 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,590,195 | 270,060 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,615,610 | 52,187 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,660,440 | 32,361 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,691,822 | 36,313 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,625,692 | 32,651 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,253,843 | 72,501 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $3,385,758 | 125,538 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $3,953,941 | 137,768 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,756,998 | 110,634 | Shares | Defined | 2020-05-14 | |
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