Wells Fargo & Company shares owned by Cary Street Partner Investment Advisory
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cary Street Partner Investment Advisory
from 13F filings
Historical chart of Cary Street Partner Investment Advisory investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Cary Street Partner Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $566k | 6.7k | 83.82 |
| 2025-06-30 | $488k | 6.1k | 80.12 |
| 2025-03-31 | $373k | 5.2k | 71.79 |
| 2024-12-31 | $311k | 4.4k | 70.24 |
| 2024-09-30 | $875k | 16k | 56.49 |
| 2024-06-30 | $1.0M | 17k | 59.39 |
| 2024-03-31 | $987k | 17k | 57.96 |
| 2023-12-31 | $841k | 17k | 49.22 |
| 2023-09-30 | $719k | 18k | 40.86 |
| 2023-06-30 | $736k | 17k | 42.68 |
| 2023-03-31 | $433k | 12k | 37.38 |
| 2022-12-31 | $477k | 12k | 41.29 |
| 2022-09-30 | $503k | 13k | 40.25 |
| 2022-06-30 | $479k | 12k | 39.15 |
| 2020-12-31 | $606k | 20k | 30.16 |
| 2020-09-30 | $78k | 3.3k | 23.40 |
| 2018-12-31 | $234k | 5.1k | 46.00 |
More positions owned by Cary Street Partner Investment Advisory
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