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Wells Fargo & Company shares owned by Crescent Grove Advisors

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

Historical chart of Crescent Grove Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Crescent Grove Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 2.1k 93.20

More positions owned by Crescent Grove Advisors

Zurn Elkay Water Solutions Comm (ZWS)
iShares S&P 500 ETF Etf (IVV)
Vanguard 500 Index Fund ETF Etf (VOO)
Spdr S&p 500 Etf Etf (SPY)
Vanguard Total Stock Market ETF Etf (VTI)
Spdr S&p 500 Etf Etf Put Option
Intercontinental Comm (ICE)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Invesco Powershares QQQ ETF Etf (QQQ)
CDW Corporation Comm (CDW)
iShares Short Treasury ETF Etf (SHV)
iShares Core S&P Small-Cap ETF Etf (IJR)
iShares 0-3 Month Treasury ETF Etf (SGOV)
iShares Core S&P Mid-Cap ETF Etf (IJH)
Fidelity National Financial Comm (FNF)

View all positions for Crescent Grove Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
Capital Research Global Investors
Invesco
Dodge & Cox
Northern Trust
Ameriprise Financial
Nuveen

View all funds holding Wells Fargo & Company