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Wells Fargo & Company shares owned by Northern Oak Capital Management

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

Historical chart of Northern Oak Capital Management investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Northern Oak 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 Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 22k 56.49
2024-06-30 $1.1M 19k 59.39
2024-03-31 $1.2M 20k 57.96
2023-12-31 $903k 18k 49.22
2023-09-30 $948k 23k 40.86
2023-06-30 $801k 19k 42.68
2023-03-31 $683k 18k 37.38
2022-06-30 $95k 2.4k 39.30
2022-03-31 $117k 2.4k 48.41
2021-12-31 $120k 2.5k 47.89
2021-09-30 $116k 2.5k 46.29
2021-06-30 $235k 5.2k 45.20
2021-03-31 $245k 6.3k 39.11
2020-12-31 $192k 6.4k 30.17
2020-09-30 $154k 6.6k 23.45
2020-06-30 $244k 9.5k 25.60
2020-03-31 $528k 18k 28.68
2019-12-31 $544k 10k 53.83
2019-09-30 $584k 12k 50.42
2019-06-30 $626k 13k 47.32
2019-03-31 $717k 15k 48.33
2018-12-31 $804k 18k 46.08
2018-09-30 $1.2M 22k 52.55
2018-06-30 $1.3M 24k 55.42
2018-03-31 $1.7M 33k 52.41
2017-12-31 $8.7M 143k 60.67
2017-09-30 $7.8M 141k 55.15
2017-06-30 $7.6M 137k 55.41
2017-03-31 $5.3M 96k 55.66
2016-12-31 $1.3M 24k 55.11
2016-09-30 $1.1M 24k 44.28
2016-06-30 $2.9M 62k 47.33
2016-03-31 $5.5M 113k 48.36
2015-12-31 $6.0M 110k 54.36
2015-09-30 $5.5M 107k 51.35
2015-06-30 $5.9M 105k 56.24
2015-03-31 $5.7M 105k 54.40
2014-12-31 $5.5M 101k 54.82
2014-09-30 $5.8M 112k 51.87
2014-06-30 $5.9M 112k 52.56
2014-03-31 $5.5M 110k 49.74
2013-12-31 $4.5M 110k 41.32
2013-09-30 $4.5M 110k 41.32
2013-06-30 $4.5M 110k 41.27
2013-03-31 $4.0M 107k 36.99
2012-12-31 $3.3M 96k 34.18
2012-09-30 $2.9M 84k 34.53

More positions owned by Northern Oak Capital Management

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
At&t (T)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Verizon Communications (VZ)

View all positions for Northern Oak Capital 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