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Wells Fargo & Company shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Morris Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 6.3k 56.49
2024-06-30 $405k 6.8k 59.39
2024-03-31 $395k 6.8k 57.96
2023-12-31 $335k 6.8k 49.22

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Short Treas Bd (SHV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Morris Financial Concepts

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