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Wells Fargo & Company shares owned by Concentric Capital Strategies

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Concentric Capital Strategies from 13F filings

Historical chart of Concentric Capital Strategies investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Concentric Capital Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Concentric Capital Strategies

Quarter filed Position value Share count Share price at filing
2025-06-30 $632k 7.9k 80.12
2024-12-31 $220k 3.1k 70.24
2024-09-30 $877k 16k 56.49
2024-06-30 $529k 8.9k 59.39