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Wells Fargo & Company shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $957k 14k 70.24
2024-09-30 $770k 14k 56.49
2024-06-30 $809k 14k 59.39
2024-03-31 $790k 14k 57.96
2023-12-31 $671k 14k 49.22
2023-09-30 $557k 14k 40.86
2023-06-30 $581k 14k 42.68
2023-03-31 $599k 16k 37.38
2022-12-31 $662k 16k 41.29
2022-09-30 $705k 18k 40.24
2022-06-30 $686k 18k 39.15
2022-03-31 $1.0M 22k 48.46
2021-12-31 $1.1M 23k 48.00
2021-09-30 $1.0M 23k 46.40
2021-06-30 $1.1M 24k 45.28
2021-03-31 $924k 24k 39.07
2020-12-31 $714k 24k 30.19
2020-09-30 $556k 24k 23.51
2020-06-30 $602k 24k 25.59
2020-03-31 $675k 24k 28.70
2019-12-31 $1.3M 24k 53.82
2019-09-30 $1.3M 25k 50.43
2019-06-30 $1.4M 29k 47.31
2019-03-31 $1.8M 37k 48.32
2018-12-31 $1.8M 40k 46.08
2018-09-30 $2.2M 43k 52.56
2018-06-30 $2.3M 41k 55.43
2018-03-31 $2.4M 46k 52.41
2017-12-31 $1.7M 28k 60.67
2017-09-30 $1.6M 30k 55.15
2017-06-30 $1.7M 30k 55.40
2017-03-31 $1.7M 30k 55.66
2016-12-31 $1.7M 31k 55.10
2016-09-30 $1.4M 31k 44.27
2016-06-30 $1.5M 33k 47.33
2016-03-31 $1.6M 33k 48.37
2015-12-31 $1.8M 32k 54.36
2015-09-30 $1.7M 32k 51.36
2015-06-30 $1.8M 32k 56.25
2015-03-31 $1.8M 32k 54.39
2014-12-31 $1.8M 32k 54.83

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Oracle Corporation (ORCL)
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Vanguard Bd Index Fds Intermed Term (BIV)
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Wisdomtree Tr Emg Mkts Smcap (DGS)
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Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Bank of America Corporation (BAC)

View all positions for Neumann Capital Management

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company