NBZ Investment Advisors »

Wells Fargo & Company shares owned by NBZ Investment Advisors

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

Historical chart of NBZ Investment Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by NBZ Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $945k 11k 83.82
2025-06-30 $903k 11k 80.12

More positions owned by NBZ Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Tidal Trust I Fundstrat Granny (GRNY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
T Rowe Price Etf Us Equity Resear (TSPA)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Capitol Ser Tr Fairlead Tactica (TACK)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Aim Etf Products Trust Allianzim Us Eq (FEBU)
Ark Etf Tr Innovation Etf (ARKK)
Apple (AAPL)
T Rowe Price Etf Price Blue Chip (TCHP)
NVIDIA Corporation (NVDA)

View all positions for NBZ Investment 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