Wells Fargo & Company shares owned by Concord Asset Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Concord Asset Management
from 13F filings
Historical chart of Concord Asset Management investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by Concord Asset Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Concord Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 15k | 93.20 |
| 2025-09-30 | $1.3M | 15k | 83.82 |
| 2025-06-30 | $1.1M | 14k | 80.12 |
| 2025-03-31 | $867k | 13k | 67.94 |
| 2024-12-31 | $472k | 6.7k | 70.24 |
| 2024-09-30 | $293k | 5.2k | 56.49 |
| 2024-06-30 | $296k | 5.0k | 59.39 |
| 2024-03-31 | $251k | 4.3k | 57.95 |
| 2023-12-31 | $213k | 4.3k | 49.22 |