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Wells Fargo & Company shares owned by Brewster Financial Planning

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

Historical chart of Brewster Financial Planning investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Brewster Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 4.9k 83.82
2025-06-30 $388k 4.8k 80.12
2025-03-31 $346k 4.8k 71.79
2024-12-31 $338k 4.8k 70.24

More positions owned by Brewster Financial Planning

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Select Us Reit (ICF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Aware Msci (ESML)
Ishares Tr Esg Awr Msci Usa (ESGU)

View all positions for Brewster Financial Planning

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