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Wells Fargo & Company shares owned by Howard Financial Services

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

Historical chart of Howard Financial Services investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Howard Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $238k 2.8k 83.81
2025-06-30 $213k 2.7k 80.12
2025-03-31 $205k 2.9k 71.78
2019-12-31 $212k 3.9k 53.88
2019-03-31 $203k 4.2k 48.29

More positions owned by Howard Financial Services

Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Actively Managed Exc Total Return (GTO)
Apple (AAPL)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Pgim Etf Tr Total Return Bon (PTRB)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Msci Intl Qualty (IQLT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Howard Financial Services

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