SlateStone Wealth »

Wells Fargo & Company shares owned by SlateStone Wealth

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

Historical chart of SlateStone Wealth investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by SlateStone Wealth 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 SlateStone Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $571k 7.2k 79.67

More positions owned by SlateStone Wealth

Apple (AAPL)
NVIDIA Corporation (NVDA)
iShares USA Quality Fctr Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Funds EXTEND MK Etf (VXF)
Alphabet Inc Class A cs (GOOGL)
Amazon (AMZN)
Caterpillar (CAT)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
iShares Russell 1000 Growth ET Etf (IWF)
iShares Russell 1000 Val ETF Etf (IWD)
State Street Spdr S&p 500 Etf Etf (SPY)
Amphenol Corporation (APH)
Pepsi (PEP)

View all positions for SlateStone Wealth

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