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
Download as csvQuarterly 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 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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