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Wells Fargo & Company shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $564k 9.7k 57.99
2023-12-31 $495k 10k 49.19
2023-09-30 $355k 8.7k 40.88
2022-12-31 $214k 5.2k 41.26
2022-09-30 $209k 5.2k 40.30
2022-06-30 $200k 5.1k 39.21
2022-03-31 $708k 15k 48.47

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

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