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Wells Fargo & Company shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $244k 4.1k 59.40
2020-12-31 $34k 1.2k 29.51

More positions owned by Safeguard Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
Ishares Tr U.s. Med Dvc Etf (IHI)
Vanguard World Health Car Etf (VHT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)

View all positions for Safeguard Investment Advisory Group

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company