Wells Fargo’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Wells Fargo’s Portfolio TBLD Stock Details TBLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2M	Buy	483,809 +73,401	+18%	+$1.56M	﹤0.01%	2018
2025 Q4	$8.25M	Buy	410,408 +28,014	+7%	+$560K	﹤0.01%	2217
2025 Q3	$7.61M	Buy	382,394 +42,202	+12%	+$837K	﹤0.01%	2229
2025 Q2	$6.67M	Sell	340,192 -62,948	-16%	-$1.14M	﹤0.01%	2249
2025 Q1	$7.23M	Buy	403,140 +118,153	+41%	+$2.04M	﹤0.01%	2123
2024 Q4	$4.64M	Sell	284,987 -22,766	-7%	-$385K	﹤0.01%	2501
2024 Q3	$5.48M	Buy	307,753 +11,235	+4%	+$189K	﹤0.01%	2277
2024 Q2	$4.78M	Buy	296,518 +6,555	+2%	+$104K	﹤0.01%	2281
2024 Q1	$4.69M	Buy	289,963 +5,968	+2%	+$94.1K	﹤0.01%	2304
2023 Q4	$4.4M	Sell	283,995 -21,336	-7%	-$316K	﹤0.01%	2304
2023 Q3	$4.46M	Sell	305,331 -83,746	-22%	-$1.27M	﹤0.01%	2199
2023 Q2	$5.93M	Buy	389,077 +121,978	+46%	+$1.86M	﹤0.01%	2013
2023 Q1	$4.17M	Buy	267,099 +58,819	+28%	+$887K	﹤0.01%	2268
2022 Q4	$2.97M	Sell	208,280 -35,155	-14%	-$488K	﹤0.01%	2465
2022 Q3	$3.1M	Buy	243,435 +70,601	+41%	+$1.03M	﹤0.01%	2371
2022 Q2	$2.51M	Sell	172,834 -14,816	-8%	-$232K	﹤0.01%	2616
2022 Q1	$3.21M	Buy	187,650 +33,650	+22%	+$604K	﹤0.01%	2852
2021 Q4	$2.87M	Buy	154,000 +103,850	+207%	+$2.01M	﹤0.01%	3134
2021 Q3	$1.01M	Buy	+50,150	New	+$1.01M	﹤0.01%	4239

Other funds holding TBLD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

KCP

Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo's TBLD Position: Q1 2026 in Review

Wells Fargo increased its Thornburg Income Builder Opportunities Trust (TBLD) stake by 18% in Q1 2026, buying an estimated $1.56M and bringing the position to 483,809 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Wells Fargo first reported a position in TBLD in Q3 2021 and has held it in 19 quarters since. 54 funds tracked by Wall St. Rank hold TBLD as of Q1 2026.

Wells Fargo held 483,809 shares of Thornburg Income Builder Opportunities Trust worth $10.2M as of Q1 2026.
Wells Fargo bought 73,401 Thornburg Income Builder Opportunities Trust shares in Q1 2026, an estimated $1.56M.
Thornburg Income Builder Opportunities Trust made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2018 holding.
Wells Fargo first reported a position in Thornburg Income Builder Opportunities Trust in Q3 2021 and has held it in 19 quarters since.
54 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.