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Wells Fargo & Company shares owned by Sterling Group Wealth Management

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

Historical chart of Sterling Group Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $299k 3.8k 79.61

More positions owned by Sterling Group Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
RBB F/m Us Treasury (TBIL)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds State Street Spd (CWI)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
RBB Us Trsry 6 Mnth (XBIL)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)

View all positions for Sterling Group Wealth Management

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