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Wells Fargo & Company shares owned by North Ridge Wealth Advisors

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

Historical chart of North Ridge Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by North Ridge 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 North Ridge Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5k 30 83.83
2025-06-30 $2.4k 30 80.13
2025-03-31 $2.2k 30 71.80
2024-12-31 $2.1k 30 70.27

More positions owned by North Ridge Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard World Extended Dur (EDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Intl Trea Bd Etf (IGOV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for North Ridge Wealth 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