Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cornerstone Financial Management »

Wells Fargo & Company shares owned by Cornerstone Financial Management

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

Historical chart of Cornerstone Financial Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Cornerstone Financial Management

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$77k	934	82.64
2026-03-31	$62k	773	79.61
2025-12-31	$77k	824	93.20

More positions owned by Cornerstone Financial Management

Vanguard Morningstar Mega Cap Value Etf Etf (MGV)

Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)

Vanguard Short-term Treasury Etf Etf (VGSH)

Vanguard Intermediate-term Treasury Etf Etf (VGIT)

Schwab U.s. Large-cap Etf Etf (SCHX)

First Trust Low Duration Opportunities Etf Etf (LMBS)

Vanguard Morningstar Mega Cap Etf Etf (MGC)

Vanguard Mortgage-backed Securities Etf Etf (VMBS)

Vanguard Dividend Appreciation Etf Etf (VIG)

Ishares Msci Eafe Growth Etf Etf (EFG)

Ishares Msci Eafe Value Etf Etf (EFV)

Apple Stock (AAPL)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Vanguard Morningstar Mid-cap Etf Etf (VO)

Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

View all positions for Cornerstone Financial Management

Top funds holding Wells Fargo & Company

Vanguard Capital Management

State Street Corporation

Jpmorgan Chase & Co

Capital Research Global Investors

Geode Capital Management

Vanguard Portfolio Management

Norges Bank Investment Management

Bank of America Corporation

State Farm Mutual Automobile Insurance Company

Wellington Management Company

View all funds holding Wells Fargo & Company

© 2026 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z