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Wells Fargo & Company shares owned by Boston Mountain Money Management

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

Historical chart of Boston Mountain Money Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Boston Mountain Money Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Boston Mountain Money Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $294k 5.2k 56.49
2024-06-30 $309k 5.2k 59.39

More positions owned by Boston Mountain Money Management

Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Boston Mountain Money Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
PRIMECAP Management Company
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management
Charles Schwab Investment Management

View all funds holding Wells Fargo & Company