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Wells Fargo & Company shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $342k 6.9k 49.24
2023-09-30 $335k 8.2k 40.88
2023-06-30 $351k 8.2k 42.69
2023-03-31 $5.0k 118 42.37
2022-12-31 $5.0k 118 42.37
2022-09-30 $19k 468 40.60
2022-06-30 $6.0k 142 42.25
2020-06-30 $32k 1.2k 25.93
2019-06-30 $51k 1.1k 47.40
2018-12-31 $66k 1.4k 46.64
2018-09-30 $74k 1.4k 53.12
2018-06-30 $13k 231 56.28
2018-03-31 $1.0k 1 1000.00
2017-12-31 $1.0k 1 1000.00
2017-09-30 $999 3 333.33
2017-06-30 $999 9 111.11
2017-03-31 $2.0k 30 66.67
2016-12-31 $2.0k 37 54.05
2016-09-30 $958k 22k 44.31
2016-06-30 $947k 20k 47.35
2016-03-31 $1.1M 23k 48.39
2015-12-31 $1.2M 21k 54.37
2015-09-30 $1.0M 20k 51.36
2015-06-30 $1.1M 19k 56.27
2015-03-31 $980k 18k 54.41
2014-12-31 $904k 17k 54.87
2014-09-30 $954k 18k 51.92
2014-06-30 $1.0M 19k 52.56
2014-03-31 $258k 5.2k 49.80
2013-12-31 $29k 621 46.70
2013-09-30 $140k 3.4k 41.37
2013-06-30 $30k 721 41.61
2012-09-30 $25k 721 34.67
2012-06-30 $1.0k 721 1.39
2012-03-31 $25k 721 34.67
2011-09-30 $18k 721 24.97

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
RBB Sgi Diversi Tac (DYTA)
Ishares Tr Rus Mid Cap Etf (IWR)
RBB Sgi Us Large Cap (SGLC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Transamerica Financial Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company