Virginia Estate & Retirement Planning Advisors »

Wells Fargo & Company shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Virginia Estate & Retirement Planning Advisors 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 Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $40k 497 79.61

More positions owned by Virginia Estate & Retirement Planning Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
Ishares Tr Msci Kokusai Etf (TOK)
Sprott Asset Management Physical Silver (PSLV)
Schwab Strategic Tr Core Bond Etf (Principal) (SCCR)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Etf Ser Solutions Vident Internati (VIDI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (FLRN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Applied Materials (AMAT)
Meta Platforms Cl A (META)

View all positions for Virginia Estate & Retirement Planning Advisors

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
Invesco
Northern Trust
Dodge & Cox

View all funds holding Wells Fargo & Company