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Wells Fargo & Company shares owned by Wealthspan Partners

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

Historical chart of Wealthspan Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Wealthspan Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $784k 14k 57.96

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
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Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Gold Tr Ishares New (IAU)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Wealthspan Partners

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