Wells Fargo & Company shares owned by CX Institutional
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by CX Institutional
from 13F filings
Historical chart of CX Institutional investment in Wells Fargo & Company
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All positions including Wells Fargo & Company held by CX Institutional consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wells Fargo & Company by CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 20k | 83.83 |
| 2025-06-30 | $1.6M | 21k | 80.14 |
| 2025-03-31 | $1.4M | 20k | 71.78 |
| 2024-12-31 | $1.4M | 20k | 70.24 |
| 2024-09-30 | $1.1M | 19k | 56.49 |
| 2024-06-30 | $1.2M | 20k | 59.39 |
| 2024-03-31 | $1.1M | 20k | 57.96 |
| 2023-12-31 | $998k | 20k | 49.22 |
| 2023-09-30 | $820k | 20k | 40.86 |
| 2023-06-30 | $835k | 20k | 42.68 |
| 2023-03-31 | $309k | 8.2k | 37.70 |
| 2022-12-31 | $441k | 11k | 41.29 |
| 2022-09-30 | $389k | 9.7k | 40.17 |
| 2022-06-30 | $332k | 8.5k | 39.12 |
| 2022-03-31 | $447k | 9.2k | 48.41 |
| 2021-12-31 | $399k | 8.3k | 47.93 |
| 2021-09-30 | $368k | 7.9k | 46.37 |
| 2021-06-30 | $348k | 7.7k | 45.28 |
| 2021-03-31 | $396k | 10k | 39.02 |
| 2020-12-31 | $2.8M | 94k | 30.18 |
| 2020-09-30 | $2.3M | 98k | 23.51 |
| 2020-06-30 | $1.7M | 66k | 25.60 |
| 2020-03-31 | $1.6M | 54k | 28.70 |
| 2019-12-31 | $215k | 4.0k | 53.87 |
| 2019-09-30 | $201k | 4.0k | 50.36 |
| 2019-06-30 | $275k | 5.8k | 47.23 |
| 2019-03-31 | $278k | 5.8k | 48.34 |
| 2018-12-31 | $1.7M | 37k | 46.09 |
| 2018-09-30 | $52k | 984 | 52.85 |
| 2018-06-30 | $7.0k | 140 | 50.00 |