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Wells Fargo & Company shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $259k 5.3k 49.22
2023-06-30 $203k 4.8k 42.68
2021-09-30 $8.0k 165 48.48

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View all positions for Consolidated Planning Corp

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company