Wells Fargo & Company shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 8.0k | 83.82 |
| 2025-06-30 | $682k | 8.5k | 80.11 |
| 2025-03-31 | $564k | 7.9k | 71.79 |
| 2024-12-31 | $305k | 4.3k | 70.25 |
| 2024-09-30 | $100k | 1.8k | 56.50 |
More positions owned by Capital Performance Advisors
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