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Wells Fargo & Company shares owned by Capital Investment Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Capital Investment Advisors from 13F filings

Historical chart of Capital Investment Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 57k 57.96
2023-12-31 $2.8M 57k 49.22
2023-09-30 $2.3M 57k 40.86
2023-06-30 $2.5M 59k 42.68
2023-03-31 $2.3M 61k 37.38
2022-12-31 $2.6M 63k 41.29
2022-09-30 $2.5M 62k 40.22
2022-06-30 $2.4M 62k 39.17
2022-03-31 $3.0M 62k 48.47
2021-12-31 $3.0M 63k 47.99
2021-09-30 $2.9M 62k 46.40
2021-06-30 $2.8M 61k 45.29
2021-03-31 $2.4M 61k 39.07
2020-12-31 $1.7M 57k 30.18
2020-09-30 $2.8M 118k 23.51
2020-06-30 $3.2M 124k 25.60
2020-03-31 $3.5M 122k 28.70
2019-12-31 $6.4M 120k 53.80
2019-09-30 $5.1M 101k 50.44
2019-06-30 $3.9M 83k 47.33
2019-03-31 $4.3M 88k 48.32
2018-12-31 $4.5M 98k 46.08
2018-09-30 $5.2M 100k 52.56
2018-06-30 $5.7M 103k 55.44
2018-03-31 $5.5M 105k 52.41
2017-12-31 $6.5M 107k 60.67
2017-09-30 $6.0M 109k 55.15
2017-06-30 $6.3M 114k 55.41
2017-03-31 $6.2M 111k 55.66
2016-12-31 $5.7M 104k 55.11
2016-09-30 $3.9M 87k 44.28
2016-06-30 $3.2M 69k 47.33
2016-03-31 $3.3M 68k 48.36
2015-12-31 $3.6M 67k 54.36
2015-09-30 $3.3M 64k 51.35
2015-06-30 $3.0M 54k 56.24
2015-03-31 $2.7M 49k 54.83
2014-12-31 $2.7M 49k 54.83
2014-09-30 $2.4M 46k 51.87
2014-06-30 $2.3M 44k 52.56
2014-03-31 $2.1M 43k 49.74
2013-12-31 $1.9M 42k 45.39

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Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company