Wells Fargo & Company shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Beacon Financial Advisory 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 Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 4.5k | 83.82 |
| 2025-06-30 | $368k | 4.6k | 80.12 |
| 2025-03-31 | $261k | 3.6k | 71.79 |
| 2024-12-31 | $252k | 3.6k | 70.24 |
| 2020-06-30 | $373k | 15k | 25.56 |
| 2020-03-31 | $420k | 15k | 28.66 |
| 2019-12-31 | $864k | 16k | 53.77 |