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Wells Fargo & Company shares owned by Keener Financial Planning

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

Historical chart of Keener Financial Planning investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $58k 1.0k 58.00
2023-12-31 $49k 1.0k 49.00

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p500 Etf (IVV)
Texas Instruments Incorporated (TXN)

View all positions for Keener Financial Planning

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
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company