Wells Fargo & Company shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 44k | 83.82 |
| 2025-06-30 | $2.1M | 26k | 80.11 |
| 2025-03-31 | $1.8M | 25k | 71.79 |
| 2024-12-31 | $1.6M | 22k | 70.24 |
| 2024-09-30 | $1.1M | 20k | 56.49 |
| 2024-06-30 | $984k | 17k | 59.39 |
| 2024-03-31 | $857k | 15k | 57.96 |
| 2023-12-31 | $706k | 14k | 49.22 |
| 2023-09-30 | $627k | 15k | 40.86 |
| 2023-06-30 | $735k | 17k | 42.68 |
| 2023-03-31 | $636k | 17k | 37.38 |
| 2022-12-31 | $683k | 17k | 41.29 |
| 2022-09-30 | $636k | 16k | 40.22 |
| 2022-06-30 | $619k | 16k | 39.17 |
| 2022-03-31 | $768k | 16k | 48.48 |
| 2021-12-31 | $1.1M | 22k | 47.99 |
| 2021-09-30 | $1.1M | 24k | 46.37 |
| 2021-06-30 | $1.6M | 36k | 45.29 |
| 2021-03-31 | $719k | 18k | 39.03 |
| 2020-12-31 | $113k | 3.8k | 30.09 |
| 2020-09-30 | $13k | 578 | 22.86 |
| 2020-06-30 | $13k | 537 | 24.27 |
| 2020-03-31 | $36k | 1.3k | 28.69 |
| 2019-12-31 | $99k | 2.0k | 48.12 |