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Wells Fargo & Company shares owned by Duncan Williams Asset Management

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Duncan Williams Asset Management from 13F filings

Historical chart of Duncan Williams Asset Management investment in Wells Fargo & Company

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All positions including Wells Fargo & Company held by Duncan Williams Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Duncan Williams Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $420k 5.0k 83.83
2025-06-30 $432k 5.4k 80.12
2025-03-31 $404k 5.6k 71.78
2024-12-31 $401k 5.7k 70.24
2024-09-30 $338k 6.0k 56.49