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Wells Fargo & Company shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 2.2k 93.18

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Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
Capital Research Global Investors
Invesco
Dodge & Cox
Northern Trust
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View all funds holding Wells Fargo & Company