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Wells Fargo & Company shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $564k 6.7k 83.82
2025-06-30 $572k 7.1k 80.12
2025-03-31 $262k 3.7k 71.79
2024-12-31 $219k 3.1k 70.25

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First Tr Exchange Traded Rba Indl Etf (AIRR)
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Meta Platforms Cl A (META)

View all positions for Morris Retirement Advisors

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company