Wells Fargo & Company shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.5M | 16k | 93.20 |
| 2025-09-30 | $1.3M | 16k | 83.82 |
| 2025-06-30 | $1.1M | 14k | 80.12 |
| 2025-03-31 | $920k | 13k | 71.79 |
| 2024-12-31 | $535k | 7.6k | 70.24 |
| 2024-09-30 | $475k | 8.4k | 56.49 |
| 2024-06-30 | $426k | 7.2k | 59.39 |
| 2024-03-31 | $567k | 9.8k | 57.96 |
| 2023-12-31 | $638k | 13k | 49.22 |
| 2023-09-30 | $681k | 17k | 40.86 |
| 2023-06-30 | $584k | 14k | 42.68 |
| 2023-03-31 | $267k | 7.1k | 37.38 |
| 2022-12-31 | $262k | 6.4k | 41.29 |
| 2022-09-30 | $263k | 6.5k | 40.22 |
| 2022-06-30 | $234k | 6.0k | 39.10 |
| 2022-03-31 | $307k | 6.3k | 48.48 |
| 2021-12-31 | $305k | 6.4k | 48.01 |
| 2021-09-30 | $239k | 5.2k | 46.38 |
| 2021-06-30 | $319k | 7.0k | 45.31 |
| 2021-03-31 | $340k | 8.7k | 39.09 |
| 2020-12-31 | $324k | 11k | 30.19 |