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Wells Fargo & Company shares owned by Gratus Wealth Advisors

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

Historical chart of Gratus Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Gratus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 2.7k 83.83
2025-06-30 $215k 2.7k 80.12

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First Tr Exchange-traded SHS (QQEW)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard World Inf Tech Etf (VGT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Gratus Wealth 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