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
Download as csvQuarterly 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 |