WELLS FARGO & COMPANY/MN

Track Record

Total filings

41

2 SCHEDULE 13D/A · 1 SCHEDULE · 38 SC

Distinct issuers

21

51% issuer diversity

Median stake

12.57%

1,492 avg shares

AI briefs cached

0/41

intent-classified filings

Backtested Performance · post-filing returns (split + dividend adjusted)

Median 30d

-0.3%

across 2 filings · win rate 0%

Median 60d

0.0%

across 1 filings · win rate 0%

Median 90d

0.0%

across 1 filings · win rate 0%

Median 1y

—

across 0 filings · win rate —

Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.

Filings · 41 total

Filed	Form	Issuer	Stake	Shares
2026-09-25	SCHEDULE 13D/A	NUVEEN QUALITY MUNICIPAL INCOME FUNDNAD	11.76%	1,738	view →
2026-06-12	SCHEDULE 13D/A	NUVEEN QUALITY MUNICIPAL INCOME FUNDNAD	13.54%	2,238	view →
2025-08-05	SCHEDULE	PIMCO CALIFORNIA MUNICIPAL INCOME FUNDPCQ	12.42%	499	view →
2024-10-01	SC	BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.MUC	—	—	view →
2024-10-01	SC	BLACKROCK CALIFORNIA MUNICIPAL INCOME TRUST	—	—	view →
2024-07-03	SC	Nuveen Quality Municipal Income FundNAD	—	—	view →
2024-06-14	SC	PIMCO MUNICIPAL INCOME FUND III	—	—	view →
2024-06-14	SC	PIMCO CALIFORNIA MUNICIPAL INCOME FUND III	—	—	view →
2024-06-14	SC	PIMCO CALIFORNIA MUNICIPAL INCOME FUNDPCQ	—	—	view →
2024-06-14	SC	PIMCO NEW YORK MUNICIPAL INCOME FUND IIPNI	—	—	view →
2024-06-14	SC	PIMCO MUNICIPAL INCOME FUND	—	—	view →
2024-06-14	SC	PIMCO MUNICIPAL INCOME FUND IIPML	—	—	view →
2024-06-14	SC	PIMCO CALIFORNIA MUNICIPAL INCOME FUND II	—	—	view →
2023-09-22	SC	PIMCO CALIFORNIA MUNICIPAL INCOME FUND III	—	—	view →
2023-06-01	SC	PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC.	—	—	view →
2023-06-01	SC	PIONEER MUNICIPAL HIGH INCOME FUND, INC.	—	—	view →
2021-07-16	SC	PIMCO CALIFORNIA MUNICIPAL INCOME FUNDPCQ	—	—	view →
2021-07-16	SC	PIMCO CALIFORNIA MUNICIPAL INCOME FUND III	—	—	view →
2021-07-16	SC	PIMCO NEW YORK MUNICIPAL INCOME FUND IIPNI	—	—	view →
2021-07-16	SC	PIMCO MUNICIPAL INCOME FUND III	—	—	view →
2021-07-16	SC	PIMCO MUNICIPAL INCOME FUND IIPML	—	—	view →
2021-07-16	SC	PIMCO CALIFORNIA MUNICIPAL INCOME FUND II	—	—	view →
2021-04-23	SC	PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST	—	—	view →
2021-04-23	SC	PIONEER MUNICIPAL HIGH INCOME TRUST	—	—	view →
2021-02-10	SC	NUVEEN MICHIGAN QUALITY MUNICIPAL INCOME FUND	—	—	view →
2020-11-17	SC	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUNDNQP	—	—	view →
2020-11-17	SC	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUNDNXJ	—	—	view →
2020-11-17	SC	Nuveen Municipal Credit Income FundNZF	—	—	view →
2020-11-17	SC	Nuveen California Quality Municipal Income FundNAC	—	—	view →
2020-11-16	SC	DTF TAX-FREE INCOME INCDTF	—	—	view →
2019-04-05	SC	Nuveen AMT-Free Quality Municipal Income FundNEA	—	—	view →
2019-01-02	SC	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUNDNQP	—	—	view →
2018-10-02	SC	Nuveen California Quality Municipal Income FundNAC	—	—	view →
2018-10-02	SC	Nuveen AMT-Free Quality Municipal Income FundNEA	—	—	view →
2018-10-02	SC	NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUNDNMT	—	—	view →
2018-10-02	SC	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUNDNXJ	—	—	view →
2018-10-02	SC	NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUNDNQP	—	—	view →
2018-03-13	SC	Nuveen AMT-Free Quality Municipal Income FundNEA	—	—	view →
2018-03-05	SC	NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUNDNMT	—	—	view →
2018-01-31	SC	Nuveen California Quality Municipal Income FundNAC	—	—	view →
2018-01-09	SC	Wingstop Inc.WING	—	—	view →

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Track Record

Backtested Performance · post-filing returns (split + dividend adjusted)

Filings · 41 total

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