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Wells Fargo & Company shares owned by Advisor OS

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

Historical chart of Advisor OS investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Advisor OS

Quarter filed Position value Share count Share price at filing
2023-12-31 $352k 7.1k 49.22
2023-09-30 $258k 6.3k 40.86
2023-06-30 $232k 5.4k 42.68
2023-03-31 $227k 6.1k 37.38

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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