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Wells Fargo & Company shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 13k 79.61
2023-03-31 $741k 20k 37.38
2022-03-31 $714k 15k 48.46
2021-09-30 $337k 7.3k 46.41
2021-06-30 $383k 8.5k 45.30
2020-12-31 $314k 10k 30.14
2020-06-30 $445k 17k 25.62
2019-12-31 $738k 14k 53.81
2019-09-30 $759k 15k 50.42
2015-06-30 $271k 4.8k 56.34