Wells Fargo & Company shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 375k | 83.82 |
| 2025-06-30 | $32M | 405k | 80.12 |
| 2025-03-31 | $29M | 399k | 71.79 |
| 2024-12-31 | $29M | 409k | 70.24 |
| 2024-09-30 | $23M | 411k | 56.49 |
| 2024-06-30 | $25M | 414k | 59.39 |
| 2024-03-31 | $25M | 423k | 57.96 |
| 2023-12-31 | $21M | 417k | 49.22 |
| 2023-09-30 | $18M | 439k | 40.86 |
| 2023-06-30 | $6.3M | 148k | 42.68 |
| 2023-03-31 | $6.1M | 163k | 37.38 |
| 2022-12-31 | $6.4M | 154k | 41.29 |
| 2022-09-30 | $5.1M | 126k | 40.16 |
| 2022-06-30 | $5.3M | 135k | 39.20 |
| 2022-03-31 | $9.2M | 190k | 48.46 |
| 2021-12-31 | $4.0M | 83k | 47.98 |
| 2021-09-30 | $4.4M | 94k | 46.41 |
| 2021-06-30 | $3.1M | 69k | 45.29 |
| 2021-03-31 | $755k | 19k | 39.03 |
| 2020-12-31 | $940k | 31k | 30.14 |
| 2020-09-30 | $843k | 36k | 23.52 |
| 2020-06-30 | $904k | 35k | 25.68 |
| 2020-03-31 | $570k | 20k | 28.49 |
| 2019-12-31 | $668k | 13k | 53.65 |
| 2019-09-30 | $372k | 7.4k | 50.43 |
| 2019-06-30 | $584k | 12k | 47.35 |
| 2019-03-31 | $761k | 16k | 48.33 |
| 2018-12-31 | $722k | 16k | 45.89 |