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Wells Fargo & Company shares owned by Institutional & Family Asset Management

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

Historical chart of Institutional & Family Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Institutional & Family Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $177k 136k 1.30
2024-03-31 $427k 140k 3.05
2023-12-31 $350k 150k 2.33
2023-09-30 $5.6M 136k 40.86
2023-06-30 $5.8M 136k 42.68
2023-03-31 $5.1M 136k 37.38
2022-12-31 $5.5M 132k 41.29
2022-09-30 $5.3M 133k 40.22
2022-06-30 $5.1M 130k 39.17
2022-03-31 $330k 133k 2.48
2021-12-31 $5.7M 118k 47.98
2021-09-30 $395k 136k 2.90
2021-06-30 $5.5M 123k 45.29
2021-03-31 $5.0M 129k 39.07
2020-12-31 $4.1M 137k 30.18
2020-09-30 $3.4M 146k 23.51
2020-06-30 $3.5M 136k 25.60
2020-03-31 $3.8M 132k 28.70
2019-12-31 $5.1M 95k 53.80
2019-09-30 $5.2M 104k 50.44
2019-06-30 $4.9M 104k 47.32
2019-03-31 $4.9M 101k 48.32
2018-12-31 $4.6M 100k 46.08
2018-09-30 $5.2M 98k 52.56
2018-06-30 $5.3M 96k 55.44
2018-03-31 $4.9M 94k 52.41
2017-12-31 $6.6M 109k 60.67
2017-09-30 $5.7M 103k 55.15
2017-06-30 $5.6M 102k 55.41
2017-03-31 $5.5M 98k 55.66
2016-12-31 $6.0M 108k 55.11
2016-09-30 $4.5M 101k 44.28
2016-06-30 $4.4M 93k 47.33
2016-03-31 $4.3M 80k 54.36
2015-12-31 $4.3M 80k 54.36

More positions owned by Institutional & Family Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Listed Fd Tr Core Alt Fd (CCOR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Plains All Amern Pipeline L Unit Ltd Partn (PAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr U.s. Real Es Etf (IYR)

View all positions for Institutional & Family Asset Management

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