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Wells Fargo & Company shares owned by Icon Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $489k 8.7k 56.49
2024-03-31 $524k 9.0k 57.96
2023-12-31 $389k 7.9k 49.22
2022-12-31 $277k 6.7k 41.29
2022-09-30 $252k 6.3k 40.24

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Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
PRIMECAP Management Company
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management
Millennium Management

View all funds holding Wells Fargo & Company