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Wells Fargo & Company shares owned by Richard Bernstein Advisors

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

Historical chart of Richard Bernstein Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.6M 87k 40.86
2023-06-30 $3.7M 87k 42.68
2023-03-31 $3.3M 87k 37.38
2022-12-31 $3.6M 87k 41.29
2022-09-30 $5.3M 132k 40.21
2022-06-30 $5.9M 151k 39.17
2022-03-31 $7.3M 151k 48.46
2021-12-31 $7.2M 151k 47.98
2021-09-30 $7.0M 151k 46.41
2021-06-30 $6.5M 144k 45.29
2019-12-31 $7.0M 130k 53.80
2019-09-30 $8.0M 159k 50.44
2019-06-30 $8.5M 181k 47.32
2019-03-31 $9.1M 189k 48.32
2018-12-31 $10M 224k 46.08
2018-09-30 $12M 224k 52.56
2018-06-30 $12M 224k 55.44
2018-03-31 $11M 213k 52.41
2017-12-31 $4.7M 77k 60.67
2017-09-30 $2.9M 53k 55.15
2017-06-30 $3.0M 53k 55.41
2016-06-30 $8.4M 178k 47.33
2016-03-31 $8.6M 178k 48.36
2015-12-31 $9.1M 168k 54.36
2015-09-30 $8.6M 168k 51.35
2015-06-30 $8.6M 154k 56.24
2015-03-31 $7.7M 142k 54.40
2014-12-31 $7.8M 142k 54.82
2014-09-30 $7.4M 142k 51.87
2014-06-30 $7.5M 142k 52.56
2014-03-31 $7.1M 142k 49.74
2013-12-31 $3.6M 80k 45.40
2013-09-30 $3.1M 74k 41.32
2013-06-30 $3.1M 74k 41.27
2013-03-31 $2.3M 61k 36.98

More positions owned by Richard Bernstein Advisors

Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci China Etf (MCHI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Glob Hlthcre Etf (IXJ)
Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Kraneshares Tr Quadrtc Int Rt (IVOL)

View all positions for Richard Bernstein Advisors

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