Aegis Wealth Management »

Wells Fargo & Company shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Aegis Wealth Management 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 Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $402k 4.9k 82.64

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Trust Ishare 0-1 (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Aegis Wealth Management

Top funds holding Wells Fargo & Company

BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Jpmorgan Chase & Co
Capital Research Global Investors
Geode Capital Management
Vanguard Portfolio Management
Norges Bank Investment Management
Morgan Stanley
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Invesco
Dodge & Cox

View all funds holding Wells Fargo & Company