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Wells Fargo & Company shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 2.2k 93.22
2021-03-31 $61k 1.6k 39.35
2020-12-31 $30k 982 30.55
2020-06-30 $0 3.9k 0.00
2019-12-31 $1.1M 21k 53.78

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View all positions for RMR Wealth Builders

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
Capital Research Global Investors
Capital Research and Management Company - Division 3
Invesco
Northern Trust
Dodge & Cox
Ameriprise Financial
Nuveen

View all funds holding Wells Fargo & Company