Wells Fargo & Company shares owned by Beacon Financial
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 107k | 56.49 |
| 2024-06-30 | $6.5M | 109k | 59.39 |
| 2024-03-31 | $6.6M | 113k | 57.96 |
| 2023-12-31 | $5.8M | 118k | 49.22 |
| 2023-09-30 | $5.5M | 132k | 41.29 |
| 2023-06-30 | $5.7M | 133k | 42.45 |
| 2023-03-31 | $5.3M | 136k | 38.63 |
| 2022-12-31 | $5.9M | 143k | 41.48 |
| 2022-09-30 | $6.0M | 148k | 40.52 |
| 2022-06-30 | $5.8M | 144k | 40.54 |
| 2022-03-31 | $7.1M | 144k | 49.47 |
| 2021-12-31 | $6.9M | 137k | 50.73 |
| 2021-09-30 | $6.5M | 139k | 47.03 |
| 2021-06-30 | $5.8M | 129k | 44.84 |
| 2021-03-31 | $4.1M | 117k | 34.87 |
| 2020-12-31 | $4.1M | 117k | 34.87 |
| 2020-09-30 | $2.3M | 99k | 23.51 |
| 2020-06-30 | $3.8M | 149k | 25.70 |
| 2020-03-31 | $4.1M | 137k | 29.92 |
| 2019-12-31 | $7.2M | 134k | 53.80 |
| 2019-09-30 | $6.6M | 130k | 50.71 |
| 2019-06-30 | $6.3M | 132k | 47.32 |
| 2019-03-31 | $6.3M | 131k | 48.32 |
| 2018-12-31 | $6.0M | 131k | 45.78 |
| 2018-09-30 | $7.7M | 146k | 52.56 |
| 2018-06-30 | $8.3M | 150k | 55.44 |
| 2018-03-31 | $8.0M | 152k | 52.41 |
| 2017-12-31 | $9.1M | 150k | 60.67 |
| 2017-09-30 | $8.4M | 153k | 55.15 |
| 2017-06-30 | $14M | 244k | 55.78 |
| 2017-03-31 | $13M | 236k | 56.24 |
| 2016-12-31 | $13M | 228k | 55.11 |
| 2016-09-30 | $10M | 227k | 44.37 |
| 2016-06-30 | $11M | 223k | 46.97 |
| 2016-03-31 | $11M | 223k | 48.65 |
| 2015-12-31 | $7.0M | 127k | 54.88 |
| 2015-09-30 | $6.7M | 132k | 50.89 |
| 2015-06-30 | $7.3M | 131k | 56.06 |
| 2015-03-31 | $4.2M | 76k | 54.78 |
| 2014-12-31 | $4.2M | 76k | 55.42 |
| 2014-09-30 | $3.7M | 72k | 51.69 |
| 2014-06-30 | $3.7M | 70k | 52.90 |
| 2014-03-31 | $3.2M | 64k | 49.29 |
| 2013-12-31 | $2.7M | 59k | 45.49 |
| 2013-09-30 | $2.4M | 57k | 41.59 |