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Wells Fargo & Company shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 2.7k 82.64

More positions owned by Family Wealth Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Lpl Financial Holdings (LPLA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)

View all positions for Family Wealth Partners

Top funds holding Wells Fargo & Company

BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Wellington Management Company
Vanguard Portfolio Management
Bank of America Corporation
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Invesco
Northern Trust
Dodge & Cox
Goldman Sachs Group

View all funds holding Wells Fargo & Company