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Portfolio (Quarterly) Guide ↗

WELLS FARGO & COMPANY/MN

· CIK 0000072971
13F Portfolio $530.3B AUM 17,971 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7180 New 456 Exited
Page 163 of 359  ·  7,180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 CLOUDFLARE INC 1,747,000.0 $2.1M NEW $1.18
3242 TIPZ PIMCO ETF TR 38,624.0 $2.1M NEW $53.14 -1.9%
3243 HELE HELEN OF TROY LTD Consumer Defensive 142,297.0 $2.1M NEW $14.42 +80.2%
3244 CVCO CAVCO INDS INC DEL Consumer Cyclical 4,235.0 $2.1M NEW $484.23 +20.8%
3245 FDIS FIDELITY COVINGTON TRUST 21,984.0 $2.1M NEW $93.26 +6.5%
3246 WOR WORTHINGTON ENTERPRISES INC Industrials 39,275.0 $2.0M NEW $52.14 +17.9%
3247 USAC USA COMPRESSION PARTNERS LP Energy 75,358.0 $2.0M NEW $27.12 -3.2%
3248 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 190,000.0 $2.0M NEW $10.74 +50.3%
3249 USO UNITED STS OIL FD LP Financial Services 16,019.0 $2.0M NEW $127.25 -12.6%
3250 CLSK CLEANSPARK INC Technology 239,254.0 $2.0M NEW $8.51 +102.0%
3251 SA SEABRIDGE GOLD INC Basic Materials 71,615.0 $2.0M NEW $28.34 -4.5%
3252 RFM RIVERNORTH FLEXIBLE MUN INCO Financial Services 144,555.0 $2.0M NEW $14.03 +4.2%
3253 AEM PUT AGNICO EAGLE MINES LTD Basic Materials 10,000.0 $2.0M NEW $202.63 -21.0%
3254 HCKT HACKETT GROUP INC Technology 155,665.0 $2.0M NEW $13.01 -19.4%
3255 UGP ULTRAPAR PARTICIPACOES SA Energy 367,418.0 $2.0M NEW $5.51 -10.3%
3256 THR THERMON GROUP HLDGS INC Industrials 40,167.0 $2.0M NEW $50.40 +21.3%
3257 TXO PARTNERS LP 160,443.0 $2.0M NEW $12.58
3258 MASI MASIMO CORP Healthcare 11,337.0 $2.0M NEW $177.88 +1.2%
3259 HCI HCI GROUP INC Financial Services 13,039.0 $2.0M NEW $154.61 +11.7%
3260 YSS YORK SPACE SYSTEMS INC Technology 90,895.0 $2.0M NEW $22.17 +30.6%
Page 163 of 359  ·  7,180 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.5%
Financial Services 18.7%
Industrials 10.7%
Healthcare 9.8%
Consumer Cyclical 8.2%
Communication Services 8.0%
Consumer Defensive 5.7%
Energy 5.1%
Utilities 3.6%
Basic Materials 2.3%