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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
2024-03-31 $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

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Dimensional Etf Trust Intl High Profit (DIHP)
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Pacer Fds Tr Developed Mrkt (ICOW)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Real Estate Etf (VNQ)
UnitedHealth (UNH)

View all positions for Carlson Capital Management

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company