Wells Fargo & Company shares owned by Crux Wealth Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Crux Wealth Advisors
from 13F filings
Historical chart of Crux Wealth Advisors investment in Wells Fargo & Company
Tip: Access up to 7 years of quarterly data
All positions including Wells Fargo & Company held by Crux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wells Fargo & Company by Crux Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 24k | 93.20 |
| 2025-09-30 | $2.0M | 24k | 83.82 |
| 2025-06-30 | $1.8M | 23k | 80.12 |