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Wells Fargo & Company shares owned by Richard Bernstein Advisors

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

Historical chart of Richard Bernstein Advisors investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.1M 72k 70.24
2024-09-30 $4.1M 72k 56.49
2024-06-30 $5.2M 87k 59.39
2024-03-31 $5.1M 87k 57.96
2023-09-30 $3.6M 87k 40.86
2023-06-30 $3.7M 87k 42.68
2023-03-31 $3.3M 87k 37.38
2022-12-31 $3.6M 87k 41.29
2022-09-30 $5.3M 132k 40.21
2022-06-30 $5.9M 151k 39.17
2022-03-31 $7.3M 151k 48.46
2021-12-31 $7.2M 151k 47.98
2021-09-30 $7.0M 151k 46.41
2021-06-30 $6.5M 144k 45.29
2019-12-31 $7.0M 130k 53.80
2019-09-30 $8.0M 159k 50.44
2019-06-30 $8.5M 181k 47.32
2019-03-31 $9.1M 189k 48.32
2018-12-31 $10M 224k 46.08
2018-09-30 $12M 224k 52.56
2018-06-30 $12M 224k 55.44
2018-03-31 $11M 213k 52.41
2017-12-31 $4.7M 77k 60.67
2017-09-30 $2.9M 53k 55.15
2017-06-30 $3.0M 53k 55.41
2016-06-30 $8.4M 178k 47.33
2016-03-31 $8.6M 178k 48.36
2015-12-31 $9.1M 168k 54.36
2015-09-30 $8.6M 168k 51.35
2015-06-30 $8.6M 154k 56.24
2015-03-31 $7.7M 142k 54.40
2014-12-31 $7.8M 142k 54.82
2014-09-30 $7.4M 142k 51.87
2014-06-30 $7.5M 142k 52.56
2014-03-31 $7.1M 142k 49.74
2013-12-31 $3.6M 80k 45.40
2013-09-30 $3.1M 74k 41.32
2013-06-30 $3.1M 74k 41.27
2013-03-31 $2.3M 61k 36.98

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Janus Detroit Str Tr Henderson Mtg (JMBS)
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Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Glob Hlthcre Etf (IXJ)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Ishares Tr Glob Indstrl Etf (EXI)
Ishares Tr Msci Intl Qualty (IQLT)
Graniteshares Gold Tr Shs Ben Int (BAR)
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)
Apple (AAPL)

View all positions for Richard Bernstein Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Dodge & Cox
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
T. Rowe Price Associates

View all funds holding Wells Fargo & Company