United Capital Financial Advisers »

Wells Fargo & Company shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wells Fargo & Company by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $15M 207k 70.24
2024-09-30 $12M 212k 56.49
2024-06-30 $13M 219k 59.39
2024-03-31 $17M 299k 57.96
2023-12-31 $16M 331k 49.22
2023-09-30 $21M 519k 40.86
2023-06-30 $23M 531k 42.68
2023-03-31 $21M 547k 37.38
2022-12-31 $23M 560k 41.29
2022-09-30 $16M 390k 40.22
2022-06-30 $15M 393k 39.17
2022-03-31 $18M 378k 48.46
2021-12-31 $23M 469k 47.98
2021-09-30 $22M 478k 46.41
2021-06-30 $18M 397k 45.29
2021-03-31 $16M 396k 39.07
2020-12-31 $13M 445k 30.18
2020-09-30 $12M 510k 23.51
2020-06-30 $14M 556k 25.60
2020-03-31 $15M 534k 28.70
2019-12-31 $31M 574k 53.80
2019-09-30 $26M 505k 50.44
2019-06-30 $25M 532k 47.32
2019-03-31 $23M 467k 48.32
2018-12-31 $20M 441k 46.08
2018-09-30 $27M 510k 52.56
2018-06-30 $26M 476k 55.44
2018-03-31 $23M 443k 52.41
2017-12-31 $20M 329k 61.30
2017-09-30 $18M 321k 55.15
2017-06-30 $18M 329k 55.41
2017-03-31 $20M 350k 55.66
2016-12-31 $20M 364k 55.11
2016-09-30 $14M 325k 44.28
2016-06-30 $11M 242k 47.00
2016-03-31 $12M 237k 48.46
2015-12-31 $15M 281k 54.36
2015-09-30 $14M 272k 51.35
2015-06-30 $14M 242k 56.24
2015-03-31 $13M 228k 55.10
2014-12-31 $10M 185k 54.82
2014-09-30 $8.1M 156k 51.87
2014-06-30 $8.0M 151k 52.56
2014-03-31 $7.1M 144k 49.74
2013-12-31 $6.4M 142k 45.40
2013-09-30 $2.8M 68k 41.32
2013-06-30 $5.7M 137k 41.27
2013-03-31 $4.9M 133k 36.99
2012-12-31 $4.5M 133k 34.18
2012-09-30 $2.5M 73k 34.54
2012-06-30 $4.6M 137k 33.44
2011-12-31 $2.7M 99k 27.56
2011-09-30 $2.1M 86k 24.11
2011-03-31 $3.0M 96k 31.71
2010-12-31 $571k 18k 31.00

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Dodge & Cox
Norges Bank Investment Management
Capital Research and Management Company - Division 3
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Northern Trust
T. Rowe Price Associates

View all funds holding Wells Fargo & Company