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Wells Fargo & Company shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 65k 57.96
2023-12-31 $3.6M 73k 49.22
2023-09-30 $3.2M 79k 40.93
2023-06-30 $1.7M 41k 42.68