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Wells Fargo & Company shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $325k 3.9k 83.81
2025-06-30 $251k 3.1k 80.12
2025-03-31 $246k 3.4k 71.79
2024-12-31 $241k 3.4k 70.25
2024-06-30 $203k 3.4k 59.39

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View all positions for Capital Advisors Wealth Management

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