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Wells Fargo & Company shares owned by BKM Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $146k 2.5k 57.96
2023-12-31 $99k 2.0k 49.22

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View all positions for BKM Wealth Management

Top funds holding Wells Fargo & Company

Vanguard Group
Dodge & Cox
Jpmorgan Chase & Co
T. Rowe Price Associates
Norges Bank Investment Management
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Arrowstreet Capital, Limited Partnership
Davis Selected Advisers
Bank of America Corporation
Legal & General Group
Sanders Capital
Bank of New York Mellon
Charles Schwab Investment Management
Harris Associates L.P

View all funds holding Wells Fargo & Company