Wells Fargo & Company Non-cum Perpet cnv shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company Non-cum Perpet cnv (WFC.PL) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Wells Fargo & Company Non-cum Perpet cnv
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All positions including Wells Fargo & Company Non-cum Perpet cnv held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company Non-cum Perpet cnv by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $590k | 487 | 1212.00 |
| 2025-09-30 | $601k | 487 | 1234.29 |
| 2025-06-30 | $767k | 653 | 1174.13 |
| 2025-03-31 | $363k | 302 | 1200.80 |
| 2024-12-31 | $313k | 262 | 1194.31 |
| 2024-09-30 | $349k | 272 | 1282.20 |
| 2024-06-30 | $320k | 269 | 1188.97 |
| 2024-03-31 | $341k | 280 | 1219.35 |
| 2023-12-31 | $1.1M | 916 | 1193.77 |
| 2023-09-30 | $1.0M | 916 | 1113.60 |
| 2023-06-30 | $1.1M | 921 | 1152.00 |
| 2023-03-31 | $1.1M | 956 | 1164.65 |
| 2022-12-31 | $1.1M | 912 | 1185.07 |
| 2022-09-30 | $1.1M | 922 | 1197.40 |
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