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Wells Fargo & Company shares owned by Morningstar Investment Management

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

Historical chart of Morningstar Investment Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.6M 91k 83.82
2025-06-30 $936k 12k 80.12
2025-03-31 $751k 11k 71.78
2024-12-31 $877k 13k 70.25
2024-09-30 $3.1M 51k 62.16
2024-06-30 $4.5M 76k 59.39
2024-03-31 $5.7M 98k 57.96