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Wells Fargo & Company shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $553k 5.9k 93.20
2023-03-31 $201k 5.4k 37.38
2022-12-31 $209k 5.1k 41.29
2022-03-31 $271k 5.6k 48.05
2021-12-31 $271k 5.6k 48.05
2021-09-30 $252k 5.4k 46.32
2021-06-30 $245k 5.4k 45.31