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Wells Fargo & Company shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $123k 1.5k 83.84
2025-06-30 $121k 1.5k 80.14
2025-03-31 $109k 1.5k 71.80

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View all positions for Smallwood Wealth Investment Management

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