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Wells Fargo & Company shares owned by Creekmur Asset Management

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

Historical chart of Creekmur Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $61k 1.0k 59.39
2024-03-31 $58k 1.0k 57.96
2023-12-31 $50k 1.0k 49.22

More positions owned by Creekmur Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Global X Fds 1-3 Month T-bill
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Intermediate Dur (FIIG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Caterpillar (CAT)
Apple (AAPL)

View all positions for Creekmur Asset Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
Wellington Management Company
Capital Research and Management Company - Division 3
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
Ameriprise Financial
PRIMECAP Management Company

View all funds holding Wells Fargo & Company