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Wells Fargo & Company shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Montz Harcus 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $264k 2.8k 93.20
2025-09-30 $233k 2.8k 83.81
2025-06-30 $222k 2.8k 80.13

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust State Street Spd (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPSM)
Profesionally Managed Portfo Akre Focus Etf
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Montz Harcus Wealth Management

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company