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Wells Fargo & Company shares owned by Coldstream Capital Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Coldstream 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 Coldstream Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 37k 59.39
2024-03-31 $1.9M 32k 57.96
2023-12-31 $1.6M 32k 49.22
2023-09-30 $1.3M 32k 40.86
2023-06-30 $1.4M 33k 42.68
2023-03-31 $1.2M 33k 37.38
2022-12-31 $1.5M 36k 41.29
2022-06-30 $1.1M 28k 39.17
2022-03-31 $1.5M 31k 48.47
2021-12-31 $1.6M 34k 47.98
2021-09-30 $439k 19k 23.51
2021-06-30 $721k 16k 45.27
2021-03-31 $650k 17k 39.05
2020-12-31 $398k 13k 30.20
2020-09-30 $379k 16k 23.52
2020-06-30 $495k 19k 25.60
2020-03-31 $428k 15k 28.68
2019-12-31 $1.3M 23k 53.80
2019-09-30 $1.1M 22k 50.43
2019-06-30 $899k 19k 47.31
2019-03-31 $1.0M 22k 48.32
2018-12-31 $844k 18k 46.05
2018-09-30 $922k 18k 52.58
2018-06-30 $908k 16k 55.45
2018-03-31 $625k 12k 52.39
2017-12-31 $1.2M 21k 60.67
2017-09-30 $1.1M 20k 55.17
2017-06-30 $1.1M 19k 55.40
2017-03-31 $967k 17k 55.67
2016-12-31 $1.8M 33k 55.10
2016-09-30 $1.8M 42k 44.27
2016-06-30 $2.3M 48k 47.32
2016-03-31 $3.9M 80k 48.36
2015-12-31 $2.4M 43k 54.37
2015-09-30 $2.1M 41k 51.35
2015-06-30 $352k 6.3k 56.31

More positions owned by Coldstream Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Proshares Tr S&p Mdcp 400 Div (REGL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Ishares Tr Rusel 2500 Etf (SMMD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Bloomberg 3-12 M (BILS)

View all positions for Coldstream Capital Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
Wellington Management Company
Capital Research and Management Company - Division 3
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
Ameriprise Financial
PRIMECAP Management Company

View all funds holding Wells Fargo & Company