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Wells Fargo & Company shares owned by Triangle Securities Wealth Management

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

Historical chart of Triangle Securities Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Triangle Securities 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 Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.2M 37k 59.39
2024-03-31 $2.2M 38k 57.96
2023-12-31 $1.8M 38k 49.22
2023-09-30 $1.6M 38k 40.86
2023-06-30 $1.7M 39k 42.68
2023-03-31 $1.5M 41k 37.38
2022-12-31 $1.7M 42k 41.29
2022-09-30 $1.7M 42k 40.21
2022-06-30 $1.6M 42k 39.18
2022-03-31 $2.0M 41k 48.46
2021-12-31 $2.1M 43k 47.98
2021-09-30 $2.0M 43k 46.42
2021-06-30 $1.8M 40k 45.30
2021-03-31 $1.5M 39k 39.07
2020-12-31 $1.2M 39k 30.18
2020-09-30 $974k 41k 23.50
2020-06-30 $1.1M 42k 25.60
2020-03-31 $1.1M 37k 28.70
2019-12-31 $2.6M 48k 53.81
2019-09-30 $2.5M 49k 50.43
2019-06-30 $2.2M 46k 47.52
2019-03-31 $2.2M 46k 48.33
2018-12-31 $2.2M 47k 46.07
2018-09-30 $2.6M 50k 52.56
2018-06-30 $2.7M 50k 55.44
2018-03-31 $2.6M 49k 52.42
2017-12-31 $3.0M 50k 60.66
2017-09-30 $2.7M 49k 55.16
2017-06-30 $2.7M 49k 55.41
2017-03-31 $2.6M 47k 55.65
2016-12-31 $2.6M 47k 55.10
2016-09-30 $2.1M 48k 44.27
2016-06-30 $2.2M 47k 47.34
2016-03-31 $2.3M 48k 48.37
2015-12-31 $2.4M 44k 54.36
2015-09-30 $2.3M 44k 51.35
2015-06-30 $2.3M 41k 56.25
2015-03-31 $2.2M 41k 54.41
2014-12-31 $2.2M 40k 54.82
2014-09-30 $2.1M 41k 51.88
2014-06-30 $2.2M 41k 52.57
2014-03-31 $1.7M 47k 36.98
2013-12-31 $1.9M 43k 45.39
2013-09-30 $1.8M 43k 41.31
2013-06-30 $2.0M 48k 41.26
2013-03-31 $1.7M 47k 36.98
2012-12-31 $1.6M 47k 34.18
2012-09-30 $1.7M 48k 34.52
2012-06-30 $1.6M 48k 33.43
2012-03-31 $1.6M 47k 34.15
2011-12-31 $1.3M 47k 27.56

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Managed Portfolio Series Tortoise Nram Pi (TPYP)
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Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)

View all positions for Triangle Securities Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
Capital Research and Management Company - Division 3
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
T. Rowe Price Associates
PRIMECAP Management Company
Bank of America Corporation
Northern Trust

View all funds holding Wells Fargo & Company