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Wells Fargo & Company shares owned by Trust

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

Historical chart of Trust investment in Wells Fargo & Company

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

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Quarterly reported holdings in Wells Fargo & Company by Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9k 23 83.83
2025-06-30 $161k 2.0k 80.12
2025-03-31 $144k 2.0k 71.79
2024-12-31 $141k 2.0k 70.24
2024-09-30 $118k 2.1k 56.49
2024-06-30 $124k 2.1k 59.39
2024-03-31 $136k 2.3k 57.96
2023-12-31 $103k 2.1k 49.22
2023-09-30 $114k 2.8k 40.86
2023-06-30 $155k 3.6k 42.68
2023-03-31 $147k 3.9k 37.38
2022-12-31 $190k 4.6k 41.19
2022-09-30 $189k 4.7k 40.15
2022-06-30 $1.1M 29k 39.18
2022-03-31 $1.3M 26k 48.47
2021-12-31 $891k 19k 47.97
2021-09-30 $468k 10k 46.41
2021-06-30 $352k 7.8k 45.26
2021-03-31 $132k 3.4k 39.11
2020-12-31 $130k 4.3k 30.08
2020-09-30 $139k 5.9k 23.50
2020-06-30 $136k 5.3k 25.52
2020-03-31 $123k 4.3k 28.60
2019-12-31 $113k 2.1k 53.68
2019-09-30 $90k 1.8k 50.53
2019-06-30 $78k 1.7k 47.13
2019-03-31 $92k 1.9k 48.37
2018-12-31 $88k 1.9k 46.27
2018-09-30 $180k 3.4k 52.52
2018-06-30 $245k 4.4k 55.33
2018-03-31 $1.2M 22k 52.39
2017-12-31 $7.9M 131k 60.67
2017-09-30 $8.0M 145k 55.15
2017-06-30 $8.0M 145k 55.41
2017-03-31 $7.1M 128k 55.66
2016-12-31 $6.3M 115k 55.11
2016-09-30 $5.7M 129k 44.28
2016-06-30 $3.6M 75k 47.33
2016-03-31 $3.4M 70k 48.36
2015-12-31 $3.3M 61k 54.36
2015-09-30 $2.9M 57k 51.35
2015-06-30 $2.1M 37k 56.24
2015-03-31 $1.5M 28k 54.39

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

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