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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

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All positions including Wells Fargo & Company held by Cornerstone Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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