Capital Investment Advisors »

Wells Fargo & Company shares owned by Capital Investment Advisors

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

Historical chart of Capital Investment Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Capital Investment 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 Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.3M 47k 70.24
2024-09-30 $2.8M 49k 56.49
2024-06-30 $3.1M 52k 59.39
2024-03-31 $3.3M 57k 57.96
2023-12-31 $2.8M 57k 49.22
2023-09-30 $2.3M 57k 40.86
2023-06-30 $2.5M 59k 42.68
2023-03-31 $2.3M 61k 37.38
2022-12-31 $2.6M 63k 41.29
2022-09-30 $2.5M 62k 40.22
2022-06-30 $2.4M 62k 39.17
2022-03-31 $3.0M 62k 48.47
2021-12-31 $3.0M 63k 47.99
2021-09-30 $2.9M 62k 46.40
2021-06-30 $2.8M 61k 45.29
2021-03-31 $2.4M 61k 39.07
2020-12-31 $1.7M 57k 30.18
2020-09-30 $2.8M 118k 23.51
2020-06-30 $3.2M 124k 25.60
2020-03-31 $3.5M 122k 28.70
2019-12-31 $6.4M 120k 53.80
2019-09-30 $5.1M 101k 50.44
2019-06-30 $3.9M 83k 47.33
2019-03-31 $4.3M 88k 48.32
2018-12-31 $4.5M 98k 46.08
2018-09-30 $5.2M 100k 52.56
2018-06-30 $5.7M 103k 55.44
2018-03-31 $5.5M 105k 52.41
2017-12-31 $6.5M 107k 60.67
2017-09-30 $6.0M 109k 55.15
2017-06-30 $6.3M 114k 55.41
2017-03-31 $6.2M 111k 55.66
2016-12-31 $5.7M 104k 55.11
2016-09-30 $3.9M 87k 44.28
2016-06-30 $3.2M 69k 47.33
2016-03-31 $3.3M 68k 48.36
2015-12-31 $3.6M 67k 54.36
2015-09-30 $3.3M 64k 51.35
2015-06-30 $3.0M 54k 56.24
2015-03-31 $2.7M 49k 54.83
2014-12-31 $2.7M 49k 54.83
2014-09-30 $2.4M 46k 51.87
2014-06-30 $2.3M 44k 52.56
2014-03-31 $2.1M 43k 49.74
2013-12-31 $1.9M 42k 45.39

More positions owned by Capital Investment Advisors

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Intl Qualty (IQLT)
First Tr Exchange-traded No Amer Energy (EMLP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Home Depot (HD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Select Sector Spdr Tr Technology (XLK)

View all positions for Capital Investment Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Dodge & Cox
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
T. Rowe Price Associates

View all funds holding Wells Fargo & Company