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Wells Fargo & Company shares owned by Capital Asset Advisory Services

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

Historical chart of Capital Asset Advisory Services investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 40k 83.82
2025-06-30 $3.1M 38k 81.49
2025-03-31 $2.6M 36k 72.26
2024-12-31 $3.2M 45k 71.31
2024-09-30 $2.7M 48k 57.30
2024-06-30 $2.9M 49k 59.88
2024-03-31 $2.9M 50k 57.40
2023-12-31 $2.1M 43k 49.22
2023-09-30 $1.4M 35k 39.69
2023-06-30 $1.2M 28k 43.56
2023-03-31 $948k 25k 37.38
2022-12-31 $860k 21k 41.36
2022-09-30 $480k 12k 40.22
2022-06-30 $204k 5.2k 39.09
2022-03-31 $250k 5.2k 48.37
2021-12-31 $252k 5.2k 48.06
2021-09-30 $241k 5.2k 46.48
2021-06-30 $388k 8.6k 45.29
2021-03-31 $853k 22k 39.06
2020-12-31 $589k 20k 30.16
2020-09-30 $390k 17k 23.48
2020-06-30 $445k 18k 25.40
2020-03-31 $374k 16k 23.04
2019-12-31 $1.1k 236 4.63
2019-09-30 $532k 11k 50.46
2019-06-30 $472k 10k 47.28
2019-03-31 $272k 5.6k 48.36
2018-12-31 $785k 17k 46.11
2018-09-30 $1.0M 20k 52.56
2018-06-30 $961k 17k 55.43
2018-03-31 $924k 18k 52.41
2017-12-31 $1.2M 21k 60.66
2017-09-30 $930k 17k 55.13
2017-06-30 $941k 17k 55.79
2017-03-31 $983k 18k 55.67
2016-12-31 $1.1M 20k 55.12
2016-09-30 $884k 20k 44.30
2016-06-30 $793k 17k 47.32
2016-03-31 $793k 16k 48.33
2015-12-31 $856k 16k 54.38

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Capital Asset Advisory Services

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