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Wells Fargo & Company shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2023-12-31 $462k 9.4k 49.22
2023-09-30 $344k 8.4k 40.86
2023-06-30 $359k 8.4k 42.68
2023-03-31 $312k 8.4k 37.38
2022-12-31 $466k 11k 41.29
2022-09-30 $449k 11k 40.21
2022-06-30 $435k 11k 39.21
2022-03-31 $507k 11k 48.45
2021-12-31 $519k 11k 48.02
2021-09-30 $500k 11k 46.39
2021-06-30 $486k 11k 45.33
2021-03-31 $422k 11k 39.04
2020-12-31 $325k 11k 30.14
2020-09-30 $283k 12k 23.48
2020-06-30 $306k 12k 25.62
2020-03-31 $293k 10k 28.69
2019-12-31 $498k 9.3k 53.78
2019-09-30 $464k 9.2k 50.46
2019-06-30 $456k 9.6k 47.32
2019-03-31 $478k 9.9k 48.35
2018-12-31 $403k 8.7k 46.07
2018-09-30 $457k 8.7k 52.58
2018-06-30 $480k 8.7k 55.43
2018-03-31 $300k 5.7k 52.43
2017-12-31 $419k 6.9k 60.66
2017-09-30 $380k 6.9k 55.22
2017-06-30 $392k 7.1k 55.47
2017-03-31 $391k 7.0k 55.66
2016-12-31 $363k 6.6k 55.10
2016-09-30 $289k 6.5k 44.22
2016-06-30 $282k 6.0k 47.32
2016-03-31 $302k 6.2k 48.41
2015-12-31 $329k 6.1k 54.33
2015-09-30 $294k 5.7k 51.43
2015-06-30 $319k 5.7k 56.15

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Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
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American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Financial Advisory Service

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company