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Wells Fargo & Company shares owned by Mission Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 82k 56.49
2024-06-30 $5.3M 89k 59.39
2024-03-31 $6.8M 117k 57.96
2023-12-31 $2.2M 46k 49.22
2023-09-30 $1.8M 44k 40.86
2023-06-30 $3.3M 77k 42.68
2023-03-31 $2.9M 77k 37.38
2022-12-31 $3.1M 74k 41.29
2022-09-30 $3.0M 75k 40.22
2022-06-30 $2.9M 74k 39.17
2022-03-31 $3.5M 72k 48.46
2021-12-31 $3.5M 72k 47.98
2021-09-30 $3.4M 72k 46.41
2021-06-30 $3.3M 73k 45.30
2021-03-31 $2.1M 54k 39.07
2020-12-31 $1.6M 54k 30.19
2020-09-30 $1.2M 50k 23.52
2020-06-30 $1.4M 56k 25.60
2020-03-31 $1.4M 50k 28.71
2019-12-31 $2.9M 54k 53.80
2019-09-30 $2.7M 54k 50.43
2019-06-30 $2.6M 55k 47.32
2019-03-31 $2.7M 57k 48.33
2018-12-31 $2.5M 55k 46.08
2018-09-30 $2.9M 55k 52.57
2018-06-30 $3.2M 58k 55.44
2018-03-31 $3.1M 59k 52.41
2017-12-31 $3.5M 58k 60.68
2017-09-30 $3.3M 59k 55.14
2017-06-30 $3.4M 61k 55.41
2017-03-31 $3.3M 59k 55.67
2016-12-31 $3.3M 59k 55.11
2016-09-30 $2.5M 56k 44.28
2016-06-30 $2.7M 57k 47.33
2016-03-31 $2.6M 54k 48.36
2015-12-31 $2.9M 54k 54.37
2015-09-30 $2.8M 54k 51.35
2015-06-30 $3.2M 59k 54.39

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
PRIMECAP Management Company
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management
Millennium Management

View all funds holding Wells Fargo & Company