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Wells Fargo & Company shares owned by Talisman Wealth Advisors

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

Historical chart of Talisman Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Talisman Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $253k 4.5k 55.90
2024-06-30 $280k 4.7k 59.39
2024-03-31 $271k 4.7k 57.96

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Talisman Wealth Advisors

Top funds holding Wells Fargo & Company

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

View all funds holding Wells Fargo & Company