$136 Billion is the total value of WELLS FARGO & COMPANY/MN's 24013 reported holdings in Q4 2009. The portfolio turnover from Q3 2009 to Q4 2009 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2009 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2010-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 45 | Q2 2024 | 3.8% |
| APPLE INC | 45 | Q2 2024 | 3.4% |
| ISHARES TR | 45 | Q2 2024 | 2.6% |
| SPDR S & P 500 ETF TRUST ETF | 45 | Q2 2024 | 3.3% |
| VANGUARD TAX-MANAGED INTL FD | 45 | Q2 2024 | 1.5% |
| ISHARES TR | 45 | Q2 2024 | 2.1% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 1.5% |
| ISHARES TR | 45 | Q2 2024 | 1.7% |
| AMAZON COM INC COM | 45 | Q2 2024 | 1.7% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 1.1% |
View WELLS FARGO & COMPANY/MN's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| LUMOS PHARMA, INC. | February 06, 2024 | 417,051 | 5.3% |
| Medalist Diversified REIT, Inc. | February 06, 2024 | 11 | 0.0% |
| MESA ROYALTY TRUST/TX | February 06, 2024 | 104,663 | 5.6% |
| Sientra, Inc. | February 06, 2024 | 1,057,547 | 8.8% |
| ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | September 25, 2023 | 3,531 | 38.0% |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND | September 22, 2023 | 346 | 7.3% |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND II | September 22, 2023 | 567 | 12.6% |
| PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | September 22, 2023 | 376 | 9.8% |
| PIMCO MUNICIPAL INCOME FUND | September 22, 2023 | 386 | 6.2% |
| PIMCO MUNICIPAL INCOME FUND II | September 22, 2023 | 1,242 | 11.5% |
View WELLS FARGO & COMPANY/MN's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 424B2 | 2024-09-20 |
| 424B2 | 2024-09-19 |
| 424B2 | 2024-09-19 |
| 424B2 | 2024-09-19 |
| 424B2 | 2024-09-19 |
| 424B2 | 2024-09-16 |
| 424B2 | 2024-09-16 |
| 424B2 | 2024-09-12 |
| 8-K | 2024-09-12 |
| 424B2 | 2024-09-11 |
View WELLS FARGO & COMPANY/MN's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.