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Wells Fargo & Company shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 5.9k 83.82
2025-06-30 $461k 5.8k 80.12
2025-03-31 $442k 6.2k 71.79
2024-12-31 $404k 5.8k 70.24
2024-09-30 $367k 5.7k 64.81
2024-06-30 $336k 5.7k 59.39