Wells Fargo & Company shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $9.0M | 96k | 93.20 |
| 2025-09-30 | $5.6M | 67k | 83.82 |
| 2025-06-30 | $6.8M | 85k | 80.12 |
| 2025-03-31 | $5.9M | 82k | 71.79 |
| 2024-12-31 | $3.2M | 45k | 70.24 |
| 2024-09-30 | $2.3M | 41k | 56.49 |
| 2024-06-30 | $2.4M | 41k | 59.39 |
| 2024-03-31 | $1.9M | 34k | 57.96 |
| 2023-12-31 | $1.6M | 32k | 49.22 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors