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Wells Fargo & Company shares owned by Mokosak Advisory Group

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Mokosak Advisory Group from 13F filings

Historical chart of Mokosak Advisory Group investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Mokosak Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Mokosak Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 5.0k 57.96
2023-12-31 $212k 4.3k 49.22
2022-03-31 $200k 4.1k 48.71

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Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard World Inf Tech Etf (VGT)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Apple (AAPL)

View all positions for Mokosak Advisory Group

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