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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
2025-09-30 $2.6M 31k 83.82
2025-06-30 $5.5M 69k 80.12
2025-03-31 $5.0M 69k 71.79
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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Vanguard Index Fds Value Etf (VTV)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Ishares Msci Emrg Chn (EMXC)
Spdr Series Trust S&p Divid Etf (SDY)
Ishares Tr Glob Hlthcre Etf (IXJ)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Graniteshares Gold Tr Shs Ben Int (BAR)
Select Sector Spdr Tr Communication (XLC)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)

View all positions for Richard Bernstein Advisors

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company