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Wells Fargo & Company shares owned by Centric Wealth Management

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

Historical chart of Centric Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 2.4k 88.39
2021-03-31 $211k 20k 10.67
2020-12-31 $30k 17k 1.80
2020-06-30 $426k 17k 25.60
2018-12-31 $255k 5.5k 46.02

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Apple (AAPL)
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Vanguard Index Fds Total Stk Mkt (VTI)
Wal-Mart Stores (WMT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Centric Wealth Management

Top funds holding Wells Fargo & Company

BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Jpmorgan Chase & Co
Capital Research Global Investors
Geode Capital Management
Vanguard Portfolio Management
Norges Bank Investment Management
Morgan Stanley
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Invesco
Dodge & Cox

View all funds holding Wells Fargo & Company