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Wells Fargo & Company shares owned by Concentrum Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Concentrum 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 Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $233k 4.1k 56.49
2024-06-30 $249k 4.2k 59.39
2024-03-31 $248k 4.3k 57.96

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View all positions for Concentrum Wealth 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