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Wells Fargo & Company shares owned by Resonant Capital Advisors

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

Historical chart of Resonant Capital Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Resonant Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Resonant Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $203k 4.1k 49.22
2023-06-30 $201k 4.7k 42.68
2022-03-31 $202k 4.2k 48.65
2019-12-31 $298k 5.5k 53.75

More positions owned by Resonant Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Resonant Capital Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Sanders Capital
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company