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Wells Fargo & Company shares owned by Scott Capital Advisors

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

Historical chart of Scott Capital Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Scott Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $254k 3.2k 79.73
2025-06-30 $274k 3.4k 81.79
2025-03-31 $207k 2.9k 71.79
2024-12-31 $203k 2.9k 70.54

More positions owned by Scott Capital Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Div Grwth (DGRO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr MRGSTR MD CP GRW (IMCG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)

View all positions for Scott Capital 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