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Wells Fargo & Company shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $615k 7.3k 83.82
2025-06-30 $696k 8.7k 80.12
2025-03-31 $612k 8.5k 71.79
2024-12-31 $595k 8.5k 70.24

More positions owned by BlueStem Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Growth Etf Etf (VUG)
Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Columbia Research Enhanced Core Etf Etf (RECS)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Harbor Scientific Alpha High-yield Etf Etf (SIHY)
Tcw Flexible Income Etf Etf (FLXR)
Ishares Convertible Bond Etf Etf (ICVT)

View all positions for BlueStem Wealth Partners

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