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Wells Fargo & Company shares owned by Essential Planning

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

Historical chart of Essential Planning investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Essential Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 2.6k 83.82
2025-06-30 $208k 2.6k 80.12
2024-12-31 $9.4M 138k 68.06

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View all positions for Essential Planning

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