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Wells Fargo & Company shares owned by Cooper Financial Group

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cooper Financial Group from 13F filings

Historical chart of Cooper Financial Group investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Cooper Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Cooper Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $538k 6.4k 83.82
2025-06-30 $531k 6.6k 80.13
2025-03-31 $567k 7.9k 71.79
2024-12-31 $394k 5.6k 70.24
2024-06-30 $247k 4.2k 59.38
2024-03-31 $329k 5.7k 57.96
2021-09-30 $462k 9.9k 46.46
2021-06-30 $441k 9.7k 45.32
2021-03-31 $376k 9.6k 39.03
2020-12-31 $488k 16k 30.19
2020-06-30 $205k 8.0k 25.65
2020-03-31 $264k 9.2k 28.67
2019-12-31 $687k 13k 53.84
2019-09-30 $650k 13k 50.43
2019-06-30 $623k 13k 47.29
2019-03-31 $609k 13k 48.34
2018-12-31 $553k 12k 46.06