Root Financial Partners »

Wells Fargo & Company shares owned by Root Financial Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $472k 5.6k 83.82
2025-06-30 $354k 4.4k 80.12
2025-03-31 $230k 3.2k 71.79
2024-12-31 $229k 3.3k 70.23

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Real Estate Etf Etf (DFAR)
Nvidia Corporation Stock (NVDA)
Dimensional International Value Etf Etf (DFIV)
Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

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