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Wells Fargo & Company shares owned by Advus Financial Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Advus Financial Partners from 13F filings

Historical chart of Advus Financial Partners investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Advus Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Advus Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $315k 3.8k 82.63
2026-03-31 $317k 4.0k 79.60
2025-12-31 $383k 4.1k 93.19
2025-09-30 $540k 6.4k 83.82
2025-06-30 $558k 7.0k 80.12
2025-03-31 $530k 7.4k 71.79
2024-12-31 $498k 7.1k 70.24
2024-09-30 $326k 5.8k 56.49
2024-06-30 $335k 5.6k 59.39
2024-03-31 $315k 5.4k 57.96
2023-12-31 $272k 5.5k 49.22
2023-09-30 $234k 5.7k 40.86
2023-06-30 $208k 4.9k 42.68