Wells Fargo & Company shares owned by Cyndeo Wealth Partners
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Cyndeo Wealth Partners
from 13F filings
Historical chart of Cyndeo Wealth Partners investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Cyndeo Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 14k | 83.82 |
| 2025-06-30 | $1.1M | 14k | 80.12 |
| 2025-03-31 | $988k | 14k | 71.79 |
| 2024-12-31 | $950k | 14k | 70.24 |
| 2024-09-30 | $770k | 14k | 56.49 |
| 2024-06-30 | $847k | 14k | 59.39 |
| 2024-03-31 | $467k | 8.1k | 57.96 |
| 2023-12-31 | $394k | 8.0k | 49.22 |
| 2023-09-30 | $322k | 7.9k | 40.86 |
| 2023-06-30 | $336k | 7.9k | 42.68 |
| 2023-03-31 | $300k | 8.0k | 37.38 |
| 2022-12-31 | $310k | 7.5k | 41.29 |