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Wells Fargo & Company shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $235k 2.8k 83.82

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Growth (JGRO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Pimco Etf Tr Active Bd Etf (BOND)
The Alger Etf Trust Ai Enablers Adop (ALAI)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for Goldstein 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