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Wells Fargo & Company shares owned by Entruity Wealth

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

Historical chart of Entruity Wealth investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Entruity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $987k 12k 83.82
2025-06-30 $986k 12k 80.12
2025-03-31 $928k 13k 71.79

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Capital Group Dividend Growe Shs Etf (CGDG)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
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Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Sprott Asset Management Physical Gold Tr (PHYS)
First Tr Exchange Traded S&p Intl Divid (FID)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Apple (AAPL)

View all positions for Entruity Wealth

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial

View all funds holding Wells Fargo & Company