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Wells Fargo & Company shares owned by Cascades Capital Asset Management

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

Historical chart of Cascades Capital Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $427k 5.1k 83.82
2025-06-30 $224k 2.8k 80.12
2025-03-31 $131k 1.8k 71.79

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Equity (VOO)
Vanguard Dividend Appreciation ETF Equity (VIG)
Microsoft Corp Equity (MSFT)
Vanguard S&P 500 Value Equity (VOOV)
Apple Equity (AAPL)
Nvidia Corp Equity (NVDA)
Vanguard Growth ETF Equity (VUG)
Wisdomtree Floating Rate Treas. ETF Equity (USFR)
Vanguard Mid Cap Index ETF Equity (VO)
Alphabet Inc Class A Equity (GOOGL)
S P D R S&p 500 Etf Equity (SPY)
Vanguard International Divdend ETF Equity (VIGI)
I Shares MSCI USA Minimum Volatilty Equity (USMV)
I Shares 3-7 Year US Treas. ETF Equity (IEI)
Vanguard Value ETF Equity (VTV)

View all positions for Cascades Capital Asset 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