Wells Fargo & Company shares owned by Ballentine Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Ballentine Partners
from 13F filings
Historical chart of Ballentine Partners investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Ballentine Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Ballentine Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.9M | 41k | 70.24 |
| 2024-09-30 | $2.2M | 40k | 56.49 |
| 2024-06-30 | $2.3M | 38k | 59.40 |
| 2024-03-31 | $2.1M | 36k | 57.96 |
| 2023-12-31 | $1.7M | 34k | 49.22 |
| 2023-09-30 | $870k | 21k | 40.86 |
| 2023-06-30 | $845k | 20k | 42.68 |
| 2023-03-31 | $599k | 16k | 37.39 |
| 2022-12-31 | $1.2M | 30k | 41.29 |
| 2022-09-30 | $1.1M | 27k | 39.22 |
| 2022-06-30 | $594k | 15k | 39.56 |
| 2022-03-31 | $839k | 17k | 48.50 |
| 2021-12-31 | $674k | 14k | 47.81 |
| 2021-09-30 | $507k | 11k | 46.41 |
| 2021-06-30 | $452k | 9.9k | 45.45 |
| 2021-03-31 | $470k | 12k | 39.19 |
| 2020-12-31 | $257k | 8.5k | 30.15 |
| 2020-09-30 | $278k | 12k | 23.62 |
| 2020-06-30 | $280k | 11k | 25.65 |
| 2020-03-31 | $520k | 18k | 28.70 |
| 2019-12-31 | $1.3M | 24k | 53.78 |
| 2019-09-30 | $1.2M | 23k | 50.40 |
| 2019-06-30 | $1.1M | 23k | 47.34 |
| 2019-03-31 | $947k | 20k | 48.33 |
| 2018-12-31 | $868k | 19k | 46.04 |
| 2018-09-30 | $1.1M | 22k | 52.54 |
| 2018-06-30 | $1.1M | 21k | 55.41 |
| 2018-03-31 | $1.1M | 22k | 52.45 |
| 2017-12-31 | $1.5M | 24k | 60.71 |
| 2017-09-30 | $1.6M | 30k | 55.00 |
| 2017-06-30 | $1.3M | 24k | 55.48 |
| 2017-03-31 | $1.2M | 22k | 55.68 |
| 2016-12-31 | $1.2M | 22k | 52.49 |
| 2016-09-30 | $759k | 17k | 44.66 |
| 2016-06-30 | $1.1M | 23k | 47.62 |
| 2016-03-31 | $1.1M | 23k | 48.39 |
| 2015-12-31 | $1.1M | 20k | 54.38 |
| 2015-09-30 | $941k | 18k | 51.35 |
| 2015-06-30 | $1.0M | 19k | 56.24 |
| 2015-03-31 | $1.0M | 18k | 55.56 |
| 2014-12-31 | $975k | 18k | 54.84 |
| 2014-09-30 | $943k | 18k | 53.03 |
| 2014-06-30 | $937k | 18k | 52.55 |
| 2014-03-31 | $906k | 18k | 49.76 |
| 2013-12-31 | $765k | 18k | 43.64 |
| 2013-09-30 | $725k | 18k | 41.32 |
| 2013-06-30 | $540k | 13k | 41.28 |
| 2013-03-31 | $497k | 14k | 36.92 |
| 2012-12-31 | $527k | 15k | 34.19 |
| 2012-09-30 | $477k | 14k | 34.55 |
| 2011-09-30 | $257k | 11k | 24.17 |
| 2011-06-30 | $265k | 9.5k | 28.00 |
| 2011-03-31 | $380k | 12k | 31.69 |
| 2010-12-31 | $421k | 14k | 31.04 |