Wells Fargo & Company shares owned by Beta Wealth
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Beta Wealth
from 13F filings
Historical chart of Beta Wealth investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $528k | 6.3k | 83.82 |
| 2025-06-30 | $385k | 4.8k | 80.11 |
| 2025-03-31 | $337k | 4.7k | 71.79 |
| 2024-09-30 | $476k | 8.4k | 56.49 |
| 2024-06-30 | $482k | 8.1k | 59.39 |
| 2024-03-31 | $471k | 8.1k | 57.97 |
| 2023-12-31 | $458k | 9.3k | 49.22 |
| 2023-09-30 | $376k | 9.2k | 40.86 |
| 2023-06-30 | $333k | 7.8k | 42.68 |
| 2023-03-31 | $254k | 6.8k | 37.38 |
| 2022-12-31 | $244k | 5.9k | 41.29 |