Wells Fargo & Company shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wells Fargo & Company by Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $725k | 8.7k | 83.82 |
| 2025-06-30 | $555k | 6.9k | 80.12 |
| 2025-03-31 | $333k | 4.6k | 71.79 |
| 2024-12-31 | $334k | 4.8k | 70.24 |
| 2024-09-30 | $269k | 4.8k | 56.49 |
| 2024-06-30 | $283k | 4.8k | 59.39 |
| 2024-03-31 | $287k | 4.9k | 57.96 |
| 2023-12-31 | $244k | 4.9k | 49.22 |
| 2023-09-30 | $202k | 4.9k | 40.86 |
| 2023-06-30 | $211k | 4.9k | 42.68 |
| 2022-12-31 | $201k | 4.9k | 41.29 |
| 2022-09-30 | $205k | 5.1k | 40.25 |
More positions owned by Cornerstone Wealth Advisors
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