Bull Oak Capital »

Wells Fargo & Company shares owned by Bull Oak Capital

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Bull Oak Capital 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 Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2026-03-31 $590k 7.4k 79.61

More positions owned by Bull Oak Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Trust Ishare 0-1 (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Series Trust State Street Spd (SPYM)
Ishares Gold Tr Ishares New (IAU)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Us Treas Bd Etf (GOVT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)

View all positions for Bull Oak Capital

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Wellington Management Company
Vanguard Portfolio Management
Bank of America Corporation
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Northern Trust

View all funds holding Wells Fargo & Company