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Wells Fargo & Company shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $14k 168 80.12
2025-03-31 $9.1k 137 66.33
2024-12-31 $5.9k 84 70.24

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View all positions for Principia Wealth Advisory

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial
Nuveen

View all funds holding Wells Fargo & Company