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Wells Fargo & Company shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $414k 7.0k 59.39

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View all positions for New Wave Wealth Advisors

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company