Wells Fargo & Company shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 19k | 83.82 |
| 2025-06-30 | $1.5M | 18k | 80.12 |
| 2025-03-31 | $399k | 5.4k | 73.48 |