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Wells Fargo & Company shares owned by Hengehold Capital Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Hengehold Capital Management from 13F filings

Historical chart of Hengehold Capital Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Hengehold Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $379k 5.4k 70.24
2024-09-30 $260k 4.6k 56.50
2021-06-30 $3.2M 70k 45.28
2021-03-31 $3.1M 78k 39.08
2020-12-31 $2.4M 80k 30.18
2020-09-30 $2.0M 84k 23.51
2020-06-30 $2.3M 91k 25.60
2020-03-31 $1.2M 42k 28.69
2019-12-31 $2.5M 46k 53.80
2019-09-30 $2.4M 47k 50.43
2019-06-30 $2.2M 46k 47.33
2019-03-31 $2.2M 45k 48.32
2018-12-31 $2.0M 44k 46.07
2018-09-30 $2.3M 44k 52.55
2018-06-30 $2.4M 43k 55.44
2018-03-31 $2.2M 43k 52.41
2017-12-31 $2.6M 43k 60.66
2017-09-30 $2.4M 43k 55.16
2017-06-30 $2.3M 42k 55.41
2017-03-31 $2.2M 40k 55.66
2016-12-31 $2.1M 39k 55.11
2016-09-30 $1.7M 38k 44.27
2016-06-30 $1.7M 36k 47.32
2016-03-31 $1.7M 36k 48.35
2015-12-31 $1.9M 35k 54.35
2015-09-30 $1.8M 36k 51.34
2015-06-30 $2.1M 37k 56.23
2015-03-31 $2.2M 40k 54.40
2014-12-31 $2.2M 41k 54.82
2014-09-30 $2.0M 39k 51.87
2014-06-30 $2.1M 40k 52.56
2014-03-31 $2.0M 40k 49.74
2013-12-31 $1.8M 41k 45.39
2013-09-30 $1.5M 37k 41.33
2013-06-30 $1.6M 38k 41.28

More positions owned by Hengehold Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Procter & Gamble Company (PG)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Ishares Tr Ibds Dec28 Etf (IBDT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for Hengehold Capital Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Dodge & Cox
Geode Capital Management
Capital Research and Management Company - Division 3
State Farm Mutual Automobile Insurance Company
Invesco
T. Rowe Price Associates
PRIMECAP Management Company
Bank of America Corporation
Ameriprise Financial

View all funds holding Wells Fargo & Company