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Wells Fargo & Company shares owned by Carlson Capital Management

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

Historical chart of Carlson Capital Management investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Carlson Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $601k 11k 56.49
2024-06-30 $677k 11k 59.39
2024-03-31 $658k 11k 57.96
2023-12-31 $1.6M 32k 49.22
2023-09-30 $1.4M 33k 40.86
2023-06-30 $1.4M 33k 42.68
2023-03-31 $1.1M 30k 37.38
2022-12-31 $1.1M 27k 41.29
2022-09-30 $771k 19k 40.24
2022-06-30 $757k 19k 39.17
2022-03-31 $1.1M 23k 48.46
2021-12-31 $1.1M 23k 47.97
2021-09-30 $1.0M 22k 46.40
2021-06-30 $980k 22k 45.28
2021-03-31 $853k 22k 39.09
2020-12-31 $749k 23k 33.20
2020-09-30 $570k 24k 23.51
2020-06-30 $662k 26k 25.46
2020-03-31 $592k 22k 26.92
2019-12-31 $1.4M 26k 53.78
2019-09-30 $1.3M 26k 50.43
2019-06-30 $1.2M 26k 47.32
2019-03-31 $1.1M 23k 48.30
2018-12-31 $1.0M 22k 46.09
2018-09-30 $1.2M 24k 52.58
2018-06-30 $1.4M 25k 55.43
2018-03-31 $1.2M 24k 52.41
2017-12-31 $1.8M 30k 60.67
2017-09-30 $1.8M 33k 55.14
2017-06-30 $1.7M 31k 55.42
2017-03-31 $1.9M 34k 55.66
2016-12-31 $1.9M 34k 55.10
2016-09-30 $1.6M 36k 44.27
2016-06-30 $1.7M 36k 47.33
2016-03-31 $1.7M 36k 48.35
2015-12-31 $1.9M 36k 54.37
2015-09-30 $1.8M 35k 51.36
2015-06-30 $2.0M 36k 56.23
2015-03-31 $2.0M 37k 54.40
2014-12-31 $2.0M 37k 54.82
2014-09-30 $1.9M 36k 51.88
2014-06-30 $1.5M 29k 52.57
2014-03-31 $1.5M 30k 49.73
2013-12-31 $1.8M 39k 45.39
2013-09-30 $958k 23k 41.32
2013-06-30 $1.3M 32k 41.27

More positions owned by Carlson Capital Management

Ea Series Trust Ccm Global Equit (CCMG)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Pacer Fds Tr Developed Mrkt (ICOW)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
UnitedHealth (UNH)

View all positions for Carlson Capital Management

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company