Wells Fargo & Company shares owned by Cumberland Advisors
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cumberland Advisors
from 13F filings
Historical chart of Cumberland Advisors investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Cumberland Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $738k | 8.8k | 83.82 |
| 2025-06-30 | $865k | 11k | 80.12 |
| 2025-03-31 | $777k | 11k | 71.79 |
| 2024-12-31 | $759k | 11k | 70.24 |
| 2024-09-30 | $638k | 11k | 56.49 |
| 2024-06-30 | $671k | 11k | 59.39 |
| 2024-03-31 | $655k | 11k | 57.96 |
| 2023-12-31 | $556k | 11k | 49.22 |
| 2023-09-30 | $503k | 12k | 40.86 |
| 2023-06-30 | $738k | 17k | 42.68 |
| 2023-03-31 | $647k | 17k | 37.38 |
| 2022-12-31 | $735k | 18k | 41.29 |
| 2022-09-30 | $768k | 19k | 40.21 |
| 2022-06-30 | $877k | 22k | 39.15 |
| 2022-03-31 | $1.2M | 25k | 48.47 |
| 2021-12-31 | $1.1M | 22k | 47.99 |
| 2021-09-30 | $1.1M | 24k | 46.42 |
| 2021-06-30 | $1.2M | 25k | 45.28 |
| 2021-03-31 | $992k | 25k | 39.06 |
| 2020-12-31 | $676k | 22k | 30.18 |
| 2020-06-30 | $548k | 21k | 25.61 |