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Wells Fargo & Company shares owned by Consilio Wealth Advisors

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

Historical chart of Consilio Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 3.5k 83.82
2025-06-30 $274k 3.4k 79.50
2025-03-31 $245k 3.4k 71.79
2024-12-31 $225k 3.2k 70.24

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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