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Wells Fargo & Company shares owned by Winthrop Advisory Group

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

Historical chart of Winthrop Advisory Group investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $217k 2.7k 80.05

More positions owned by Winthrop Advisory Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Mrngstr Val Etf (VTV)

View all positions for Winthrop Advisory Group

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
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Invesco
Dodge & Cox
Northern Trust

View all funds holding Wells Fargo & Company