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Wells Fargo & Company shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 2.7k 83.81
2025-06-30 $252k 3.2k 80.12
2025-03-31 $226k 3.2k 71.79

More positions owned by Waller Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Investment Grade (IGEB)
Spdr Series Trust Portfolio Agrgte (SPAB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Waller Financial Planning Group

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