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| Holding4 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ | 
|---|---|---|---|---|---|---|---|
| 1  Wells Fargo & Company WFC | Banks - Diversified Financial Services | $118.4M 45.16% | 0.044% 1.4M shares | — | — | $268.51B Mega Cap | Q4 2013 Held for 11y 10m | 
| 2  Bank of America BAC | Banks - Diversified Financial Services | $103.2M 39.34% | 0.027% 2.0M shares | — | — | $382.12B Mega Cap | Q4 2013 Held for 11y 10m | 
| 3 BABA Alibaba Group Holding Limited BABA | Unknown Unknown | $34.9M 13.29% | — 195.0K shares | — | — | — — | Q3 2024 Held for 1y 1m | 
| 4  U.S. Bancorp USB | Banks - Regional Financial Services | $5.8M 2.2% | 0.008% 119.5K shares | — | — | $75.2B Large Cap | Q4 2013 Held for 11y 10m |