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Wells Fargo & Company shares owned by Jacobsen Capital Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Jacobsen 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 Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $285k 4.9k 57.96
2023-12-31 $240k 4.9k 49.22
2019-12-31 $752k 14k 53.75
2019-09-30 $704k 14k 50.41
2019-06-30 $660k 14k 47.27

More positions owned by Jacobsen Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Extra Space Storage (EXR)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Short Trm Bond
Amazon (AMZN)

View all positions for Jacobsen Capital Management

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Sanders Capital
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company