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Wells Fargo & Company shares owned by Koenig Investment Advisory

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Koenig Investment Advisory from 13F filings

Historical chart of Koenig Investment Advisory investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Koenig Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Koenig Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $379k 4.4k 86.30

More positions owned by Koenig Investment Advisory

American Century Focused Large Cap Value Etf Etf (FLV)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Vanguard Mid-cap Etf Etf (VO)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Pimco Enhanced Short Maturity Active Etf Etf (MINT)
Microsoft Corp Stock (MSFT)
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Vanguard S&p 500 Etf Etf (VOO)
Metlife Stock (MET)
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Taseko Mines Stock (TGB)
Dimensional International Small Cap Value Etf Etf (DISV)
Invesco Qqq Trust Series I Etf (QQQ)

View all positions for Koenig Investment Advisory

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
Capital Research Global Investors
Invesco
Dodge & Cox
Northern Trust
Ameriprise Financial
Capital Research and Management Company - Division 3

View all funds holding Wells Fargo & Company