Discipline Wealth Solutions »

Wells Fargo & Company shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $377k 4.0k 93.20

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Discipline Wealth Solutions

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