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