Delap Wealth Advisory »

Wells Fargo & Company shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 37k 49.22
2023-09-30 $750k 18k 40.86
2023-06-30 $757k 18k 42.68
2023-03-31 $746k 20k 37.38

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

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