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Wells Fargo & Company shares owned by Prevail Innovative Wealth Advisors

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

Historical chart of Prevail Innovative Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Prevail Innovative 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 Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.4M 90k 82.64
2025-06-30 $4.4M 55k 80.12
2025-03-31 $3.6M 51k 71.79

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Eli Lilly & Co. (LLY)
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JPMorgan Chase & Co. (JPM)
O'reilly Automotive (ORLY)
Alphabet Cap Stk Cl C (GOOG)
Arista Networks Com Shs (ANET)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Nextera Energy (NEE)
Uber Technologies (UBER)

View all positions for Prevail Innovative Wealth Advisors

Top funds holding Wells Fargo & Company

BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Jpmorgan Chase & Co
Capital Research Global Investors
Geode Capital Management
Vanguard Portfolio Management
Norges Bank Investment Management
Morgan Stanley
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Invesco
Dodge & Cox

View all funds holding Wells Fargo & Company