Revolve Wealth Partners »

Wells Fargo & Company shares owned by Revolve Wealth Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Revolve Wealth Partners from 13F filings

Historical chart of Revolve Wealth Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Revolve Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Revolve Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $229k 3.9k 57.96
2022-12-31 $202k 4.9k 41.29

More positions owned by Revolve Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ea Series Trust Intl Quan Value (IVAL)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
RBB Us Treas 3 Mnth (TBIL)
Ea Series Trust Us Quan Momentum (QMOM)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Ea Series Trust Sparkline Intang (ITAN)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Wisdomtree Tr Us Largecap Divd (DLN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Intl Qulty Div (IQDG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Revolve Wealth Partners

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Dodge & Cox
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Morgan Stanley
Ameriprise Financial
Northern Trust
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management

View all funds holding Wells Fargo & Company