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Wells Fargo & Company shares owned by Bernard Wealth Management Corp.

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

Historical chart of Bernard Wealth Management Corp. investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $84k 996 83.82
2025-06-30 $80k 996 80.12
2025-03-31 $75k 1.0k 71.79
2024-12-31 $70k 996 70.24