Wells Fargo & Company shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 64k | 83.82 |
| 2025-06-30 | $5.1M | 64k | 80.12 |
| 2025-03-31 | $3.6M | 50k | 71.79 |
| 2024-12-31 | $3.7M | 53k | 70.24 |
| 2024-09-30 | $3.0M | 53k | 56.49 |
| 2024-06-30 | $3.1M | 52k | 59.39 |
| 2024-03-31 | $3.1M | 53k | 57.96 |
| 2023-12-31 | $2.9M | 59k | 49.22 |
| 2023-09-30 | $2.3M | 56k | 40.86 |
| 2023-06-30 | $2.5M | 58k | 42.68 |
| 2023-03-31 | $2.7M | 72k | 37.38 |
| 2022-12-31 | $3.6M | 87k | 41.29 |
| 2022-09-30 | $4.3M | 107k | 40.22 |
| 2022-06-30 | $4.9M | 126k | 39.17 |
| 2022-03-31 | $6.7M | 138k | 48.46 |
| 2021-12-31 | $7.1M | 147k | 47.98 |
| 2021-09-30 | $7.0M | 152k | 46.41 |
| 2021-06-30 | $6.7M | 148k | 45.29 |
| 2021-03-31 | $6.6M | 168k | 39.07 |
| 2020-12-31 | $772k | 26k | 30.18 |
| 2020-09-30 | $450k | 19k | 23.49 |
| 2020-06-30 | $668k | 26k | 25.58 |
| 2020-03-31 | $1.1M | 39k | 28.69 |
| 2019-12-31 | $2.1M | 40k | 53.80 |
| 2019-09-30 | $2.0M | 40k | 50.43 |
| 2019-06-30 | $1.9M | 40k | 47.32 |
| 2019-03-31 | $1.7M | 36k | 48.32 |
| 2018-12-31 | $2.0M | 43k | 46.08 |
| 2018-09-30 | $2.7M | 51k | 52.57 |
| 2018-06-30 | $2.5M | 46k | 55.43 |
| 2018-03-31 | $2.8M | 54k | 52.42 |
| 2017-12-31 | $3.3M | 54k | 60.67 |
| 2017-09-30 | $3.5M | 63k | 55.14 |
| 2017-06-30 | $3.5M | 63k | 55.40 |
| 2017-03-31 | $4.0M | 72k | 55.65 |
| 2016-12-31 | $5.2M | 95k | 55.11 |
| 2016-09-30 | $5.8M | 132k | 44.28 |
| 2016-06-30 | $6.3M | 134k | 47.33 |
| 2016-03-31 | $5.8M | 119k | 48.36 |
| 2015-12-31 | $6.5M | 120k | 54.36 |
| 2015-09-30 | $6.1M | 118k | 51.35 |
| 2015-06-30 | $6.3M | 113k | 56.24 |
| 2015-03-31 | $6.1M | 112k | 54.40 |
| 2014-12-31 | $6.0M | 109k | 54.82 |
| 2014-09-30 | $4.4M | 86k | 51.87 |
| 2014-06-30 | $4.6M | 87k | 52.56 |
| 2014-03-31 | $4.4M | 89k | 49.75 |
| 2013-12-31 | $4.0M | 89k | 45.40 |
| 2013-09-30 | $2.9M | 71k | 41.31 |
| 2013-06-30 | $4.9M | 118k | 41.27 |
| 2012-12-31 | $781k | 23k | 34.17 |
| 2012-09-30 | $785k | 23k | 34.51 |
| 2012-06-30 | $761k | 23k | 33.45 |
| 2012-03-31 | $930k | 27k | 34.13 |
| 2011-12-31 | $829k | 30k | 27.55 |
| 2011-09-30 | $642k | 27k | 24.12 |
| 2011-06-30 | $814k | 29k | 28.05 |
| 2011-03-31 | $837k | 26k | 31.70 |
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