Wells Fargo & Company shares owned by Creative Planning
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 1.3M | 34.36 |
| 2025-06-30 | $86M | 1.1M | 80.12 |
| 2025-03-31 | $76M | 1.1M | 71.79 |
| 2024-12-31 | $70M | 997k | 70.24 |
| 2024-09-30 | $53M | 941k | 56.49 |
| 2024-06-30 | $56M | 937k | 59.40 |
| 2024-03-31 | $12M | 898k | 13.22 |
| 2023-12-31 | $43M | 864k | 49.22 |
| 2023-09-30 | $38M | 925k | 40.86 |
| 2023-06-30 | $72k | 693k | 0.10 |
| 2023-03-31 | $25M | 669k | 37.38 |
| 2022-12-31 | $26M | 625k | 41.29 |
| 2022-09-30 | $1.0M | 648k | 1.60 |
| 2022-06-30 | $30M | 754k | 39.17 |
| 2022-03-31 | $788k | 689k | 1.14 |
| 2021-12-31 | $30M | 627k | 47.98 |
| 2021-09-30 | $85k | 777k | 0.11 |
| 2021-06-30 | $96k | 688k | 0.14 |
| 2021-03-31 | $22M | 554k | 39.07 |
| 2020-12-31 | $15M | 504k | 30.18 |
| 2020-09-30 | $14M | 607k | 23.51 |
| 2020-06-30 | $14M | 561k | 25.60 |
| 2020-03-31 | $13M | 465k | 28.70 |
| 2019-12-31 | $29M | 545k | 53.80 |
| 2019-09-30 | $27M | 534k | 50.44 |
| 2019-06-30 | $26M | 558k | 47.32 |
| 2019-03-31 | $25M | 513k | 48.32 |
| 2018-12-31 | $25M | 532k | 46.08 |
| 2018-09-30 | $22k | 737k | 0.03 |
| 2018-06-30 | $247k | 666k | 0.37 |
| 2018-03-31 | $214k | 536k | 0.40 |
| 2017-12-31 | $32M | 526k | 60.67 |
| 2017-09-30 | $29M | 516k | 55.15 |
| 2017-06-30 | $29M | 524k | 55.41 |
| 2017-03-31 | $29M | 521k | 55.66 |
| 2016-12-31 | $27M | 490k | 55.11 |
| 2016-09-30 | $23M | 511k | 44.28 |
| 2016-06-30 | $19M | 404k | 47.33 |
| 2016-03-31 | $19M | 383k | 48.36 |
| 2015-12-31 | $19M | 349k | 54.36 |
| 2015-09-30 | $17M | 326k | 51.35 |
| 2015-06-30 | $17M | 304k | 56.24 |
| 2015-03-31 | $15M | 283k | 54.40 |
| 2014-12-31 | $14M | 255k | 54.82 |
| 2014-09-30 | $11M | 216k | 51.87 |
| 2014-06-30 | $8.4M | 161k | 52.56 |
| 2014-03-31 | $7.3M | 146k | 49.74 |
| 2013-12-31 | $6.5M | 144k | 45.40 |
| 2013-09-30 | $5.0M | 120k | 41.32 |
| 2013-06-30 | $4.1M | 100k | 41.27 |
| 2012-12-31 | $2.1M | 61k | 34.18 |
| 2012-09-30 | $1.8M | 53k | 34.54 |
| 2012-06-30 | $1.5M | 44k | 33.43 |
| 2011-12-31 | $691k | 25k | 27.58 |