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Wells Fargo & Company shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $301k 3.6k 83.83
2025-06-30 $293k 3.7k 80.12
2025-03-31 $225k 3.1k 71.79
2024-12-31 $208k 3.0k 70.24
2023-09-30 $206k 5.0k 40.86

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Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial

View all funds holding Wells Fargo & Company