Wells Fargo & Company shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $630k | 7.9k | 80.12 |
| 2025-03-31 | $552k | 7.7k | 71.79 |
| 2024-12-31 | $534k | 7.6k | 70.24 |
| 2024-09-30 | $396k | 7.0k | 56.49 |
| 2024-06-30 | $381k | 6.4k | 59.39 |
| 2024-03-31 | $381k | 6.6k | 57.96 |
| 2023-12-31 | $332k | 6.7k | 49.22 |
| 2023-09-30 | $267k | 6.5k | 40.86 |
| 2023-06-30 | $250k | 5.8k | 42.68 |
| 2023-03-31 | $202k | 5.4k | 37.38 |