Kingsview Wealth Management »

Wells Fargo & Company shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8M 93k 83.82
2025-06-30 $6.3M 79k 80.12
2025-03-31 $5.7M 79k 71.79
2024-12-31 $5.4M 77k 70.24
2024-09-30 $4.4M 78k 56.49
2024-06-30 $4.8M 81k 59.39
2024-03-31 $4.6M 80k 57.96
2023-12-31 $3.1M 64k 49.22
2023-09-30 $3.0M 74k 40.86
2023-06-30 $2.5M 60k 42.68
2023-03-31 $2.2M 58k 37.38
2022-12-31 $2.5M 60k 41.29
2022-09-30 $2.8M 70k 40.22
2022-06-30 $2.6M 66k 39.17
2022-03-31 $4.9M 101k 48.46
2021-12-31 $3.9M 81k 47.98
2021-09-30 $3.8M 82k 46.41
2021-06-30 $4.4M 96k 45.41
2021-03-31 $3.6M 91k 39.63
2020-12-31 $2.3M 75k 30.19
2020-09-30 $394k 79k 5.00
2020-06-30 $2.2M 85k 25.60
2020-03-31 $1.7M 58k 28.70
2019-12-31 $1.1M 18k 60.65
2019-09-30 $1.7M 33k 50.45
2019-06-30 $1.6M 33k 47.31
2019-03-31 $1.5M 32k 48.32
2018-12-31 $785k 17k 46.10
2018-09-30 $893k 17k 52.54
2018-06-30 $915k 17k 55.42
2018-03-31 $947k 18k 52.41
2017-12-31 $1.1M 18k 60.65
2017-09-30 $881k 16k 55.18
2017-06-30 $827k 15k 55.42
2017-03-31 $708k 13k 55.67

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Oracle Corporation (ORCL)
Spdr Series Trust Portfli Intrmdit (SPTI)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFD)

View all positions for Kingsview Wealth Management

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