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Wells Fargo & Company shares owned by Osborne Partners Capital Management

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

Historical chart of Osborne Partners Capital Management investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Osborne Partners Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $609k 11k 57.96
2023-12-31 $517k 11k 49.22
2023-09-30 $448k 11k 40.86
2023-06-30 $540k 13k 42.68
2023-03-31 $493k 13k 37.38
2022-12-31 $522k 13k 41.29
2022-09-30 $1.6M 40k 40.23
2022-06-30 $1.5M 37k 39.17
2022-03-31 $594k 12k 48.49
2021-12-31 $617k 13k 47.98
2021-09-30 $575k 12k 46.37
2021-06-30 $576k 13k 45.27
2021-03-31 $1.9M 48k 39.07
2020-12-31 $1.6M 52k 30.18
2020-09-30 $789k 34k 23.51
2020-06-30 $900k 35k 25.61
2020-03-31 $1.0M 35k 28.70
2019-12-31 $1.9M 35k 53.80
2019-09-30 $2.6M 52k 50.44
2019-06-30 $9.5M 201k 47.32
2019-03-31 $11M 232k 48.32
2018-12-31 $9.4M 204k 46.08
2018-09-30 $12M 236k 52.56
2018-06-30 $13M 234k 55.44
2018-03-31 $13M 238k 52.41
2017-12-31 $15M 242k 60.67
2017-09-30 $14M 245k 55.15
2017-06-30 $20M 354k 55.41
2017-03-31 $20M 350k 55.66
2016-12-31 $20M 355k 55.11
2016-09-30 $23M 509k 44.28
2016-06-30 $25M 525k 47.33
2016-03-31 $26M 527k 48.36
2015-12-31 $28M 516k 54.36
2015-09-30 $27M 516k 51.35
2015-06-30 $29M 515k 56.24
2015-03-31 $28M 518k 54.40
2014-12-31 $31M 560k 54.82
2014-09-30 $29M 557k 51.87
2014-06-30 $29M 555k 52.56
2014-03-31 $28M 563k 49.74
2013-12-31 $25M 560k 45.40
2013-09-30 $23M 558k 41.32
2013-06-30 $22M 536k 41.27
2013-03-31 $20M 528k 36.99
2012-12-31 $18M 523k 34.18
2012-09-30 $13M 376k 34.53
2012-06-30 $11M 314k 33.44
2012-03-31 $11M 316k 34.14
2011-12-31 $9.6M 348k 27.56
2011-09-30 $8.8M 366k 24.12
2011-03-31 $12M 384k 31.71

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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