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Wells Fargo & Company shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $338k 4.1k 82.64
2026-03-31 $313k 3.9k 79.62
2025-12-31 $360k 3.9k 93.19

More positions owned by WealthPoint Financial

Spdr Series Trust St Str P500etf (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Grwt Etf (IVW)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Exch Traded Fd Tr Ii Sp 500 Momntm (SPMO)

View all positions for WealthPoint Financial

Top funds holding Wells Fargo & Company

BlackRock
Vanguard Capital Management
FMR
State Street Corporation
Jpmorgan Chase & Co
Capital Research Global Investors
Geode Capital Management
Vanguard Portfolio Management
Norges Bank Investment Management
Morgan Stanley
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Invesco
Dodge & Cox

View all funds holding Wells Fargo & Company