Bright Financial Advisors »

Wells Fargo & Company shares owned by Bright Financial Advisors

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

Historical chart of Bright Financial Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Bright Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 2.4k 83.82

More positions owned by Bright Financial Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ssga Active Etf Tr Globl Allo Etf (GAL)
NVIDIA Corporation (NVDA)
Stryker Corporation (SYK)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Berkshire Hathaway Inc Del Cl A (BRK.A)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Eaton Corp SHS (ETN)

View all positions for Bright Financial Advisors

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