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Wells Fargo & Company shares owned by Weinberger Asset Management

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

Historical chart of Weinberger Asset Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Weinberger Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $369k 4.4k 83.81
2025-06-30 $338k 4.2k 80.12
2025-03-31 $307k 4.3k 71.80

More positions owned by Weinberger Asset Management

Vanguard Index Fds Total Stk Mkt (VTI)
Philip Morris International (PM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Bank of America Corporation (BAC)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Weinberger Asset Management

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