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Wells Fargo & Company shares owned by Roehl & Yi Investment Advisors

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

Historical chart of Roehl & Yi Investment Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $479k 6.0k 79.61
2025-09-30 $212k 2.5k 83.82
2025-06-30 $204k 2.5k 80.12

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Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Geode Capital Management
Capital Research Global Investors
Wellington Management Company
Vanguard Portfolio Management
Bank of America Corporation
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Northern Trust

View all funds holding Wells Fargo & Company