WELLS FARGO & COMPANY/MN

FundStock

CIK 0000072971 · Q2 2026

13F Equity AUM

$617.3B

+16.4% QoQ

Positions

4,481

+344 QoQ

AUM Rank

#23

Top 0.3%

Skill Alpha (FF)

+1.2%/yr^ns

No Clear Edge

Rank #1,760 · Top 21%

vs S&P -0.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 11.5%Top 10: 20.1%Top 20: 31.9%

AAPL2.9%

IVV2.5%

MSFT2.1%

NVDA2.0%

SPY2.0%

NDQ2.0%

GOOGL1.8%

ITOT1.8%

AVGO1.5%

VO1.4%

Others (4471)79.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services50.9%

Technology18.8%

Industrials5.9%

Healthcare5.3%

Communication Services4.8%

Consumer Cyclical4.3%

Consumer Defensive2.5%

Energy2.3%

Other5.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 4481Median: 0.00%Avg: 0.02%

0–0.5%

4444(57.7%)

0.5–1%

19(12.3%)

1–3%

18(30.1%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 4,481vs 20 funds

0%Low

4,481

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New429Increased3913Decreased1909Exited349

New Positions

HONEYWELL INTL INC0.1%

+1.7M

HONEYWELL AEROSPACE …0.1%

+1.7M

SPACE EXPLORATION TE…0.0%

+930K

DUPONT DE NEMOURS IN…0.0%

+637K

FEDEX FGHT HLDG CO I…0.0%

+253K

BLACKROCK ETF TRUST0.0%

+2.8M

KEEL INFRASTRUCTURE …0.0%

+15.7M

CARNIVAL CORP LTD0.0%

+1.8M

ALPHABET INC0.0%

+931K

EVSD0.0%

+167

Increased

VO1.4%

+81.9M(+295%)

USHY0.4%

+25.5M(+55%)

VUG0.4%

+21.8M(+492%)

IBIT0.1%

+18.8M(+249%)

TXNM 5.75 06/01/540.0%

+16.2M(+67%)

IWF0.4%

+13.4M(+296%)

VGT0.2%

+10.8M(+704%)

XLF0.5%

+9.9M(+20%)

ROIV0.1%

+9.5M(+3583%)

ETHA0.0%

+8.7M(+781%)

Decreased

PDBC0.2%

-34,879,257(-34%)

SATS 3.875 11/30/300.0%

-29,371,557(-57%)

HYG0.2%

-25,739,521(-62%)

TDOC 1.25 06/01/270.0%

-12,428,000(-79%)

ON 0.5 03/01/290.0%

-10,789,000(-93%)

JD 0.25 06/01/290.0%

-10,000,000(-52%)

SIRI 3.75 03/15/280.0%

-9,490,000(-81%)

FLR 1.125 08/15/290.0%

-9,064,000(-58%)

PNW 4.75 06/15/270.0%

-8,564,000(-64%)

SMCI0.0%

-8,497,690(-91%)

Exited

HON

-3,152,907

-1,976,580

-2,460,444

-372,071

-20,996,000

-2,042,655

-15,183,470

-35,043,000

-268,199

-50

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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