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Wells Fargo & Company shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $414k 7.3k 56.49
2024-06-30 $263k 4.5k 57.96
2024-03-31 $263k 4.5k 57.96

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View all positions for Holistic Planning

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company