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Starboard Invt Tr shares owned by Wells Fargo & Company

Quarter-by-quarter ownership of Starboard Invt Tr (AGOX) shares owned by Wells Fargo & Company from 13F filings

Historical chart of Wells Fargo & Company investment in Starboard Invt Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Starboard Invt Tr by Wells Fargo & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.0k 114 34.66
2024-12-31 $15k 560 27.16
2023-12-31 $5.4k 221 24.33

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Top funds holding Starboard Invt Tr

Berman McAleer
Ameritas Advisory Services
Royal Bank of Canada
Kestra Private Wealth Services
LPL Financial
Cetera Investment Advisers
Envestnet Asset Management
UBS Group
Stratos Wealth Partners
Octavia Wealth Advisors
Partners Wealth Management
Advisor Group Holdings
Commonwealth Equity Services
WealthPlan Investment Management
Global Retirement Partners

View all funds holding Starboard Invt Tr