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Wells Fargo & Company shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $422k 5.0k 83.82
2025-06-30 $417k 5.2k 80.13
2024-09-30 $399k 7.1k 56.49

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

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