Wells Fargo & Company shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 3.3k | 83.83 |
| 2025-06-30 | $259k | 3.2k | 80.11 |
| 2025-03-31 | $232k | 3.2k | 71.80 |
| 2024-12-31 | $227k | 3.2k | 70.25 |
| 2021-06-30 | $232k | 5.1k | 45.27 |
| 2020-09-30 | $274k | 12k | 23.47 |
| 2020-06-30 | $307k | 12k | 25.59 |
| 2020-03-31 | $258k | 9.0k | 28.72 |
| 2019-12-31 | $216k | 4.0k | 53.87 |
| 2017-12-31 | $348k | 5.7k | 60.62 |
| 2017-09-30 | $421k | 7.6k | 55.14 |
| 2017-06-30 | $424k | 7.7k | 55.36 |
| 2017-03-31 | $583k | 11k | 55.69 |
| 2016-12-31 | $574k | 10k | 55.10 |
| 2016-09-30 | $557k | 13k | 44.32 |
| 2016-06-30 | $610k | 13k | 47.34 |
| 2016-03-31 | $214k | 4.4k | 48.25 |
| 2015-12-31 | $228k | 4.2k | 54.30 |
| 2015-09-30 | $226k | 4.4k | 51.38 |
| 2015-06-30 | $259k | 4.6k | 56.28 |
| 2015-03-31 | $361k | 6.6k | 54.35 |
| 2014-12-31 | $274k | 5.0k | 54.84 |
| 2014-09-30 | $248k | 4.8k | 51.93 |
| 2014-06-30 | $219k | 4.2k | 52.44 |
| 2014-03-31 | $205k | 4.5k | 45.37 |
| 2013-12-31 | $205k | 4.5k | 45.37 |
More positions owned by Capstone Financial Advisors
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