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Wells Fargo & Company shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.4M 161k 57.96
2023-12-31 $8.4M 170k 49.22

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Envestnet Portfolio Solutions

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Dodge & Cox
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Morgan Stanley
Ameriprise Financial
Northern Trust
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Nuveen Asset Management

View all funds holding Wells Fargo & Company