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Wells Fargo & Company shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 5.4k 83.82
2025-06-30 $452k 5.6k 80.12
2025-03-31 $453k 6.3k 71.79
2024-12-31 $375k 5.3k 70.24
2024-09-30 $223k 3.9k 56.49
2024-06-30 $237k 4.0k 59.39
2023-12-31 $269k 5.5k 49.22

More positions owned by Evernest Financial Advisors

World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Covington Trust Fundamental Smal (FFSM)
Capital Group International SHS (CGIE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Fidelity Covington Trust Enhanced Intl (FENI)
Capitol Ser Tr Fairlead Tactica (TACK)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group Conservative E SHS (CGCV)

View all positions for Evernest Financial Advisors

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