Wells Fargo & Company shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 30k | 83.89 |
| 2025-06-30 | $2.2M | 28k | 80.13 |
| 2025-03-31 | $2.3M | 41k | 56.27 |
| 2024-12-31 | $1.7M | 24k | 69.04 |
| 2024-09-30 | $367k | 6.5k | 56.28 |
| 2024-03-31 | $1.1M | 19k | 57.96 |
| 2023-12-31 | $971k | 20k | 47.49 |
| 2023-09-30 | $797k | 20k | 39.68 |
| 2023-06-30 | $415k | 10k | 40.38 |
| 2023-03-31 | $271M | 7.3k | 37381.82 |
| 2022-12-31 | $358M | 8.7k | 41289.84 |
| 2022-09-30 | $457k | 11k | 40.18 |
| 2022-06-30 | $279k | 7.1k | 39.22 |
| 2022-03-31 | $431k | 10k | 43.22 |
| 2021-12-31 | $348k | 8.1k | 42.84 |
| 2021-09-30 | $328k | 7.8k | 42.16 |
| 2021-06-30 | $303k | 9.5k | 31.74 |
| 2021-03-31 | $500k | 13k | 37.26 |
| 2020-12-31 | $348k | 12k | 29.32 |
| 2020-09-30 | $228k | 9.5k | 23.96 |
| 2020-06-30 | $458k | 18k | 25.57 |
| 2020-03-31 | $213k | 7.4k | 28.64 |
| 2019-12-31 | $390k | 7.3k | 53.76 |
| 2019-09-30 | $385k | 7.6k | 50.37 |
| 2019-06-30 | $343k | 7.2k | 47.36 |
| 2019-03-31 | $333k | 6.9k | 48.34 |
| 2018-12-31 | $295k | 6.4k | 46.01 |
| 2018-09-30 | $447k | 8.5k | 52.52 |
| 2018-06-30 | $604k | 11k | 55.44 |
| 2018-03-31 | $590k | 11k | 52.44 |
| 2017-12-31 | $599k | 9.9k | 60.68 |
| 2017-09-30 | $578k | 11k | 55.11 |
| 2017-06-30 | $1.1M | 20k | 55.39 |
| 2017-03-31 | $621k | 11k | 55.66 |
| 2016-12-31 | $495k | 9.0k | 55.14 |
| 2016-09-30 | $382k | 8.6k | 44.25 |
| 2016-06-30 | $364k | 7.7k | 47.30 |
| 2016-03-31 | $234k | 4.8k | 48.29 |
| 2015-12-31 | $279k | 5.1k | 54.38 |
| 2015-09-30 | $227k | 4.4k | 51.45 |
| 2015-06-30 | $239k | 4.2k | 56.26 |
| 2015-03-31 | $224k | 4.1k | 54.28 |
| 2014-12-31 | $226k | 4.1k | 54.76 |
| 2014-09-30 | $202k | 3.9k | 51.72 |
| 2014-06-30 | $256k | 4.9k | 52.72 |
| 2014-03-31 | $248k | 5.0k | 49.78 |
| 2013-12-31 | $237k | 5.2k | 45.34 |