Wells Fargo & Company shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 2.7k | 83.84 |
| 2025-06-30 | $208k | 2.6k | 79.52 |
More positions owned by Beacon Investment Advisors
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