Wells Fargo & Company shares owned by Advisor OS
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $691k | 8.2k | 83.84 |
| 2025-06-30 | $568k | 7.1k | 80.12 |
| 2025-03-31 | $476k | 6.6k | 71.80 |
| 2024-12-31 | $536k | 7.6k | 70.24 |
| 2024-09-30 | $263k | 4.7k | 56.49 |
| 2024-06-30 | $270k | 4.5k | 59.39 |
| 2024-03-31 | $256k | 4.4k | 57.96 |
| 2023-12-31 | $352k | 7.1k | 49.22 |
| 2023-09-30 | $258k | 6.3k | 40.86 |
| 2023-06-30 | $232k | 5.4k | 42.68 |
| 2023-03-31 | $227k | 6.1k | 37.38 |