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Wells Fargo & Company shares owned by WR Wealth Planners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by WR Wealth Planners from 13F filings

Historical chart of WR Wealth Planners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $111k 1.9k 59.40
2024-03-31 $88k 1.5k 57.96
2023-09-30 $59k 1.4k 40.86
2023-06-30 $52k 1.2k 42.68
2023-03-31 $21k 550 37.38

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Microsoft Corp Stock (MSFT)
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View all positions for WR Wealth Planners

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Dodge & Cox
Geode Capital Management
Wellington Management Company
Capital Research and Management Company - Division 3
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
Morgan Stanley
Invesco
Ameriprise Financial
PRIMECAP Management Company

View all funds holding Wells Fargo & Company