Wells Fargo & Company shares owned by CBIZ Investment Advisory Services
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by CBIZ Investment Advisory Services
from 13F filings
Historical chart of CBIZ Investment Advisory Services investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by CBIZ Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.9k | 36 | 79.61 |
| 2025-12-31 | $55k | 586 | 93.20 |
| 2025-09-30 | $29k | 350 | 83.82 |
| 2025-06-30 | $28k | 352 | 80.12 |
| 2025-03-31 | $27k | 377 | 71.79 |
| 2024-12-31 | $3.9k | 55 | 70.24 |
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