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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

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

Quarter filed Position value Share count Share price at filing
2026-03-31 $62k 773 79.61

More positions owned by Cornerstone Financial Management

Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Mega Cap Value Etf Etf (MGV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Schwab U.s. Large-cap Etf Etf (SCHX)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Mid-cap Etf Etf (VO)

View all positions for Cornerstone Financial Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Capital Research Global Investors
Wellington Management Company
Geode Capital Management
Vanguard Portfolio Management
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Northern Trust
Ameriprise Financial
Goldman Sachs Group

View all funds holding Wells Fargo & Company